MoneyThe story, in brief
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.
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 knowHuawei cloud computing revenue declined in 2025 (external customers)
Growth when including internal customers only
Chinese AI lagging U.S. rivals cited as factor
Data from Huawei 2025 annual report
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.