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Ren Zhengfei: China’s AI future and Huawei’s long game
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华为CEO任正非在采访中分享了他对中国AI发展和华为应对挑战的看法。他强调了脚踏实地的重要性,认为与其过度思考困难,不如专注于实际行动。任正非坦诚华为在AI芯片技术上仍有差距,但通过软件和数学的创新来弥补。他还提到了对基础科学研究的重视,认为这是华为长远发展的根基。任正非对AI的未来充满信心,并预见到AI将赋能各行各业的专家,推动社会进步。

💡 任正非提倡务实精神,强调在面对挑战时应专注于行动,而非过度担忧。

💻 华为在AI芯片方面承认与领先者存在差距,但通过软件和数学的创新来弥补硬件的不足,例如,通过代码和芯片集群来获得强大的计算能力。

🌱 任正非认为基础科学研究是华为发展的根本,华为每年投入巨额资金进行理论研究,以确保长远竞争力,其研发预算的三分之一用于基础研究,总额达到600亿人民币。

🌍 任正非对中国AI的未来充满信心,认为中国拥有强大的基础设施和人才优势,AI的突破不仅来自科技公司,更将来自各行各业的专家,从而解决实际问题。

Ask Huawei CEO Ren Zhengfei for his take on AI in China and the mountain of difficulties facing his company, and you get surprising answers.

“I haven’t thought about it,” says Ren, in a Q&A with Chinese media outlet People’s Daily. “It’s useless to think about it.”

In a world obsessed with five-year plans and crisis management, his advice is almost jarring in its simplicity: “Don’t think about the difficulties. Just do it and move forward step by step.”

This isn’t just a personal mantra; it’s the blueprint for how Huawei is navigating a storm of international sanctions and blockades. It’s a quiet determination that ripples through all his answers.

When the conversation shifts to Huawei’s advanced Ascend AI chips, he is almost brutally honest. He doesn’t boast. In fact, he believes the hype has gotten ahead of reality.

“The United States has exaggerated Huawei’s achievements. Huawei is not that great yet,” he admits, noting that their best chips are still a generation behind.

So what do you do when you can’t buy the best tools? According to Ren, you get smarter with the ones you have. He explains that Huawei is leaning on its brilliance in software and mathematics to close the hardware gap in AI and beyond.

“We use mathematics to make up for physics,” he says, describing a strategy of using code and linking chips together in powerful clusters to achieve results that can compete with the very best. Ingenuity born from necessity.

This grounded perspective applies to people as much as it does to products. In an age of relentless corporate promotion, Ren is wary of the spotlight. “We are also under a lot of pressure when people praise us,” he reveals. “We will be more sober when people criticise us.”

He sees criticism of Huawei not as an attack, but as a gift from the people who actually use their products. It’s a sign of a healthy relationship. His focus remains unwavering: “Don’t care about praise or criticism, but care about whether you can do well.”

But the real heart of Ren’s vision, the idea that truly animates him, lies in something much deeper and slower than the next product cycle: basic scientific research. He speaks about it with the passion of a philosopher, arguing it is the very soul of progress.

“If we do not do basic research, we will have no roots,” he warns. “Even if the leaves are lush and flourishing, they will fall down when the wind blows.”

For Huawei, these are not just poetic words. They are backed by huge investment. Out of an annual R&D budget of 180 billion yuan (around $25 billion) a full third of it – 60 billion yuan (~$8.34 billion) – is poured into theoretical research. This is money spent without the expectation of an immediate return, a long-term bet on the power of human curiosity. It’s an investment in a future that may be decades away.

Looking toward that future, Ren sees AI as a monumental shift not just for Huawei but for humanity. He believes China is well-positioned for this new era, not just because of its technology, but because of its powerful infrastructure and, most importantly, its people.

Ren imagines a future where the real breakthroughs in AI won’t just come from programmers in tech giants like Huawei, but from experts in every field – doctors, engineers, and even miners – using AI to solve real-world problems.

His optimism is infectious. He recalls an op-ed by New York Times columnist Thomas L. Friedman who departed China and published an article earlier this year with a title that requires no further explanation: ‘I Just Saw the Future. It Was Not in America.’

Ren Zhengfei seems to be a leader who has found a sense of calm in the eye of the storm. His focus is not on the shifting political winds, but on the slow, steady work of building something with deep roots, ready for whatever the future holds. Step by patient step.

(Image credit: European Union under CC BY 4.0 license. Image cropped for effect.)

See also: Hugging Face partners with Groq for ultra-fast AI model inference

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