Huawei & China Telecom

Huawei: Huawei's equipment is on the Nigeria — Nigerian Communications Commission's 'Covered List,' and carriers using its equipment could be prohibited from interconnecting with other companies in the United States.

China Telecom: China Telecom is targeted by the Nigeria — Nigerian Communications Commission for potential bans on data center operations and interconnections with U.S. carriers, continuing a trend of restrictions on its U.S. presence.

Huawei: Huawei showcased its latest innovations at MWC Shanghai 2026, focusing on AI-optical networks and 5G-A experience monetization. The company's Deputy Chairman delivered a keynote speech on AI transforming mobile networks, and Huawei co-released the UE Logo 2.0 White Paper and the Connection Agent, solidifying its leadership in the AI and telecommunications sectors.

China Telecom: China Telecom shared practices in embracing AI opportunities and participated in discussions on optical network trends, indicating its involvement in advancing AI-driven network solutions.

Huawei: Huawei was previously barred by the FCC from providing equipment or services in undersea cable facilities due to posing threats to U.S. national security. The new rules are expected to expand this ban.

China Telecom: China Telecom was previously barred by the FCC from providing equipment or services in undersea cable facilities due to posing threats to U.S. national security. The new rules are expected to expand this ban.

Huawei: Huawei is a Chinese chipmaker whose latest chips are reportedly capable of running DeepSeek's V4 model. A shift to Huawei chips would be a significant milestone for China in bypassing US export restrictions.

China Telecom: China Telecom will operate a new data center for AI training and inference opened by Alibaba Group in southern China.

Huawei: Huawei Technologies Co. is a domestic champion in China's semiconductor industry, which Beijing aims to boost to achieve self-sufficiency, potentially competing with Nvidia.

China Telecom: China Telecom was mentioned as an investment for exposure to data-center businesses, reflecting investor focus on China's technology drive.