tech
Huawei's cloud computing revenue dropped in 2025 as Chinese AI lagged U.S. rivals
When including internal customers, the telecommunications giant said cloud computing revenue grew from a year ago.
TL;DR
- Huawei's external cloud computing revenue fell 3.5% in 2025 to 32.16 billion yuan.
- The ICT infrastructure segment, which includes AI chips, saw slowed growth of 2.6%.
- U.S. restrictions on advanced Nvidia chips impact Chinese AI development.
- ByteDance is rapidly growing its AI cloud business and plans to order Huawei's new AI chip.
- Global cloud infrastructure services spending rose 29% in Q4 2025, with predictions of 27% growth in 2026.
- Alibaba and Tencent reported strong cloud revenue growth in 2025.
- Huawei's overall revenue increased 2% to 880.9 billion yuan, with net profit up 8%.
- The company invested a record 192.3 billion yuan in research and development (21.8% of revenue).