Huawei vs VAST Data

Huawei and Qualcomm Sign AI and 5G Patent Deal

Despite trade tensions, Huawei and Qualcomm have signed a cross-licensing agreement covering patents related to AI and 5G technology. The deal, announced in late September 2026, aims to reduce legal disputes and foster innovation. Financial terms were not disclosed. This collaboration is significant as it could stabilize supply chains and set a precedent for tech cooperation amid geopolitical friction, potentially benefiting the broader mobile and AI industries.

• Huawei and Qualcomm signed a cross-licensing agreement for AI and 5G patents.
• The deal was announced in late September 2026.
• Financial terms of the agreement were not disclosed.

Notice on Rotating Chairman Tenure

Huawei has published a press release titled 'Notice on Rotating Chairman Tenure' dated Sep 30, 2026, indicating a change in the rotating chairman position.

Alibaba's T-Head AI Chips: Cloud Customers or Qwen Training?

Alibaba announced at its Apsara conference that its new Zhenwu V900 AI chip will enter mass production and go on sale in Q1 2027, two quarters earlier than planned. This follows Huawei's announcement of its Ascend 960DT chip being ready in Q1 2027. Both companies face high demand and limited supply for their chips. IDC data shows Nvidia holds 55% of China's server AI accelerator shipments, Huawei 20%, and T-Head 7%. Alibaba plans to train Qwen models with 5-10 trillion parameters, but has not disclosed which chips will be used, raising concerns about competition between internal model training and paying cloud customers for scarce chip capacity.

• Alibaba announced its Zhenwu V900 chip will enter mass production and go on sale in Q1 2027.
• Huawei announced its Ascend 960DT chip will be ready in Q1 2027, three quarters earlier than planned.
• IDC reported Nvidia held 55% of China's server AI accelerator shipments in 2025, Huawei 20%, and T-Head 7%.

VAST Data Press Releases

New press releases include: Arkane Cloud selects VAST Data to help French enterprises move AI from experimentation to production (Sep 29, 2026); VAST Data introduces DataEnclave to bring leading AI models and enterprise data together on trusted infrastructure (Sep 22, 2026); VAST Data and CrowdStrike deliver first-of-its-kind cybersecurity across the AI operating system (Sep 1, 2026).

VAST Data Introduces DataEnclave to Bring Leading AI Models and Enterprise Data Together on Trusted Infrastructure

VAST Data introduces DataEnclave, a new product to bring AI models and enterprise data together on trusted infrastructure. Also announced a first-of-its-kind cybersecurity partnership with CrowdStrike across the AI operating system.

Beamr and VAST Data Partner for AI Video Enhancement

Beamr Imaging Ltd., a video optimization technology company, has joined the VAST Cosmos Community as a Technology Partner. The collaboration with VAST Data, the AI Operating System company, aims to deliver new AI-powered video workflows for broadcasters and content owners. The partnership will debut at IBC 2026 in Amsterdam with a demonstration combining the VAST AI Operating System, NVIDIA Video Super Resolution, and Beamr's content-adaptive bitrate technology. This workflow enables broadcasters to upscale, AI-enhance, and modernize their media archives while controlling storage and delivery costs. The pipeline runs on NVIDIA RTX PRO GPUs and can be deployed in the cloud or on-premises. Beamr plans to collaborate with VAST Data on joint go-to-market initiatives.

• Beamr Imaging Ltd. joined the VAST Cosmos Community as a Technology Partner.
• The partnership will debut at IBC 2026, September 11-14, in Amsterdam.
• The demonstration combines VAST AI Operating System, NVIDIA Video Super Resolution, and Beamr's content-adaptive bitrate technology.