Huawei's Xu Zhijun: Rethinking AI Compute, Lingqu Interconnect Technology Leads the Change

Bubble analysis

This item is a technology-level statement from Huawei about AI compute architecture and interconnect technology. It carries no capex, funding or valuation figures, so it only indirectly informs the bubble question — at most it shows Chinese vendors are still investing in compute infrastructure, but says nothing about whether that spending is out of line with revenue.