Huawei is a Chinese company with global reach, operating in almost every country. Its story provides a lens into China's evolving role in the world, especially during geopolitical conflicts.
Huawei navigated between China's capitalist experiment and communist government backing, leveraging policy waves and being at the forefront of technological advancements in Shenzhen.
Ren Zhengfei was born in 1944 in an impoverished part of China. He lived through the famine and the Cultural Revolution, experiences that shaped his disciplined and education-focused approach to building Huawei.
Huawei has a militant culture with boot camps for recruits and military metaphors in speeches. However, Ren's military background is one of many factors contributing to the company's success.
Huawei is the world's largest vendor of telecom equipment, raising concerns about cybersecurity and potential Chinese government spying. U.S. policymakers view it as a national security risk.
The primary concerns are cybersecurity risks from Huawei's dominance in telecom equipment and its role as China's most advanced chip designer, which is integral to AI and data centers.
Huawei's rapid deployment of 5G networks and its involvement in AI chip development have raised alarms, as China aims to lead in these critical technologies, challenging U.S. dominance.
The distrust stems from China's emergence as a technological rival, with Huawei being a global leader in its field despite U.S. sanctions, which is seen as a competitive threat.
Ren Zhengfei aims for Huawei to survive beyond his lifetime, with a focus on long-term sustainability and succession planning, aiming for the company to last 100 years.
The new administration, with its security-focused cabinet picks, is likely to continue scrutinizing Huawei, given its resilience and continued leadership in the face of sanctions.
Eva Dou, technology policy reporter at The Washington Post, joins the podcast to discuss her new book, House of Huawei: The Secret History of China’s Most Powerful Company, as well as U.S. suspicion of the company and why it worries policymakers.