Huawei said the rapid growth of AI applications and agent-based systems is increasing demand for new infrastructure architectures capable of handling large-scale token generation, multimodal datasets, and distributed AI workloads. The firm is once again coming into power for its server business and pushing back its rivals like Digital China Group. A few industry analysts reported that Huawei is. China's domestic AI chips took 41% of the accelerator server market in 2025. New data shows Huawei alone shipped roughly 812,000 AI chip units last. AI servers have become the primary focus for global institutional capital, evolving from GPU procurement to the construction of AI factories, driving a structural upgrade of the industry. The company unveiled the technologies during its Innovative Data Infrastructure. [Shanghai, China, September 19, 2025] On the second day of HUAWEI CONNECT 2025, Zhang Ping'an, Huawei's Executive Director of the Board and CEO of Huawei Cloud, delivered a keynote speech and shared Huawei Cloud's innovation and practices in AI compute services, foundation models, embodied AI, AI.
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