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Huawei's cloud computing revenue dropped in 2025 as Chinese AI lagged U.S. rivals

Huawei's cloud revenue fell in 2025. The reason? Chinese AI couldn't keep pace with OpenAI and Claude.

Reporting by CNBC Technology 1 min brief
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The KeyNews take

Why it matters

Huawei's cloud business slowdown reveals a widening competitive gap between Chinese and U.S. AI capabilities, signaling market-share risk for Beijing's tech champions as enterprises choose Western models.

The key facts

5 to know

  1. Huawei cloud computing revenue declined in 2025 (external customers)

  2. Growth when including internal customers only

  3. Chinese AI lagging U.S. rivals cited as factor

  4. Data from Huawei 2025 annual report

  5. Published March 31, 2026

Go to the source

CNBC Technologycnbc.com

Publisher excerpt: When including internal customers, the telecommunications giant said cloud computing revenue grew from a year ago.
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