Ren Zhengfei: The Global Trend Toward Artificial Intelligence is Unstoppable (AI Translation)
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文|财新 覃敏
By Caixin's Qin Min
【财新网】“世界走向人工智能的潮流是不可阻挡的。”近日,华为创始人任正非在一次座谈中表示,由于芯片、算力等各种技术的发达,促进了智能时代的到来,就像英国发明了火车、纺织机械、轮船一样,它产生了时代的转折点。现在这个时代的转折点是人工智能的应用。
[Caixin Online] "The global trend towards artificial intelligence is unstoppable," stated Ren Zhengfei, founder of Huawei, during a recent talk. The advent of the intelligent era has been accelerated due to technological advancements in chips, computational power, and more, akin to how Britain's inventions of trains, textile machinery, and steamships marked epochal shifts. Today, the paradigm shift lies in the application of artificial intelligence.
任正非是在10月14日与ICPC主席、教练及获奖选手座谈中表达上述看法。10月31日,ICPC北京总部官网披露了谈话内容。ICPC是International Collegiate Programming Contest(国际大学生程序设计竞赛)的简称,1970年在美国德克萨斯Texas A&M University举办首届比赛,最初几届比赛的参赛队伍主要来自北美,之后逐步演变成一年一届、多国参与的国际性比赛,由各国大学生参与。
Ren Zhengfei expressed the aforementioned views during a discussion with the ICPC chairman, coaches, and award-winning participants on October 14. On October 31, the ICPC Beijing headquarters website revealed the content of the conversation. ICPC stands for International Collegiate Programming Contest, first held in 1970 at Texas A&M University in the United States. The initial competitions primarily involved teams from North America, but it has gradually evolved into an annual international competition with participation from university students around the world.
华为从2012年起就赞助ICPC在中国的竞赛,并成为ICPC全球总决赛和多个区域赛的顶级赞助商。华为还招募了一些选手加入华为。去年8月,首届ICPC华为冠军杯挑战赛举行,任正非就与教练、金牌获得者进行过座谈。
Huawei has been sponsoring ICPC competitions in China since 2012 and has become a top sponsor of the ICPC global finals and numerous regional contests. The company has also recruited several participants to join Huawei. Last August, the inaugural ICPC Huawei Challenge Cup took place, during which Ren Zhengfei engaged in discussions with coaches and gold medalists.

- DIGEST HUB
- Ren Zhengfei of Huawei emphasized the unstoppable trend of AI development, noting challenges such as societal balance between employment and growth.
- Huawei's support for the ICPC reflects its commitment to fostering talent and open sourcing technology to advance global innovation.
- Despite US sanctions, Huawei persisted with a focus on self-reliance and open innovation, achieving revenue growth with successes like the Mate 60 phone series.
Ren Zhengfei, founder of Huawei, emphasized during a conversation with ICPC participants that the global trend towards artificial intelligence (AI) is irreversible, likening it to historical technological milestones such as trains and steam engines [para. 1]. He highlighted AI's potential to benefit human society despite imposing pressures due to reduced labor demand, and suggested governments should handle the distribution of increasing societal wealth [para. 3]. Huawei's involvement with the ICPC since 2012 and sponsorship of the ICPC Huawei Challenge Cup reflects its commitment to fostering technological talent [para. 2].
Ren stated that while the advent of AI challenges societal structures, companies should focus on technological advancements that promote societal benefits, with Ren denying the likelihood of AI developing consciousness within 30 years [para. 3][para. 6]. He also praised the United States for its openness and inclusiveness in scientific development, asserting that such practices benefit technological advancement [para. 6][para. 10]. Huawei itself promotes open innovation and open-source software to advance technology, taking lessons from the openness of American technological ecosystems [para. 9][para. 10][para. 11].
Ren discussed the implications of Huawei's ongoing struggles amid U.S. sanctions, touching on how these restrictions have pushed Huawei towards self-reliance and innovation [para. 12][para. 15]. The company continues to focus on developing its own tools and leveraging open innovation for progress [para. 15]. Despite sanctions impacting Huawei's performance significantly in 2021, its mobile business has begun to recover, with revenue posting positive growth since 2022 [para. 12]. In terms of global smartphone shipments, Huawei recently became the second-largest manufacturer in China [para. 13].
Regarding global challenges, Ren stressed the importance of technology in addressing issues such as employment creation and social wealth distribution, asserting that technological enterprises cannot solve societal problems but can help in generating wealth [para. 5]. On education, Ren advocates for a system that fosters creativity and happiness, suggesting that societal contributions shouldn't just come from wealth [para. 7][para. 20]. He further stressed the importance of embracing diverse cultural knowledge and suggested that civilizations should collaborate to create new values without conflict, learning from each other's strengths [para. 19].
Ren also spoke highly of Huawei's commitment to fostering global talent and emphasized the company's unique approach to overcoming challenges and remaining a global player despite geopolitical tensions [para. 21]. He stressed the company's dedication to supporting competitions like the ICPC, as they promote openness, international cooperation, and the exchange of ideas [para. 8]. Despite operating amid a complex international landscape, Ren noted that Huawei learns continually from both young talents and established global figures, maintaining an environment of constant growth and adaptation [para. 9][para. 18].
Finally, Ren acknowledged the significance of remote communication technologies, underlining Huawei's support for such advancements and how they enable efficient global collaboration. However, he indicated a preference for personal interaction, recognizing the irreplaceable value of face-to-face communication [para. 17][para. 22]. Reflecting on his journey, Ren shared experiences from Huawei's early days, underscoring resilience and adaptability as essential traits for success [para. 18][para. 13]. Overall, Ren Zhengfei's insights portray a nuanced understanding of AI's impact, capturing the intersection of technology, societal progress, and global cooperation.
- Huawei
- Huawei, led by founder Ren Zhengfei, is deeply engaged in AI development and global tech collaboration. It has faced U.S. sanctions since 2019, affecting its operations. Despite challenges, Huawei emphasizes the importance of open innovation and continues to sponsor international events like the ICPC to foster talent and technological exchange. The company's recent financials show a revenue increase, though net profit has decreased due to investment fluctuation.
- ByteDance
- The article mentions ByteDance as an example of a successful company that initially faced challenges. The founder of ByteDance encountered difficulties and almost fell into a very challenging situation. However, ByteDance eventually overcame these obstacles and became one of the world's greatest companies, illustrating that entrepreneurship can be tough and not necessarily enjoyable, but persistence can lead to significant success.
- NVIDIA
- The article mentions NVIDIA's CEO Jensen Huang in the context of learning from his discussions about artificial intelligence. Huawei's founder, Ren Zhengfei, mentions studying talks by influential figures like Huang to understand advancements in AI, indicating respect for NVIDIA's contributions to the field. However, further specific details about NVIDIA itself are not provided beyond this context.
- Goldman Sachs
- The article does not specifically mention Goldman Sachs, but it references a talk by Jensen Huang, from Nvidia, which was noted at a Goldman Sachs interview. There, his speech was reportedly part of the external insights Huawei employees were learning from.
- vivo
- According to the article, vivo is the leading smartphone manufacturer in China for the third quarter of 2024, with a market share of 19%.
- Honor
- Honor is the third-largest smartphone vendor in China, with a market share of 15% in the third quarter of 2024, according to market research firm Canalys. Honor's shipment volume was 10.3 million units, positioning it behind Vivo and Huawei in the Chinese market.
- Xiaomi
- Xiaomi is mentioned in relation to market share data for Q3 2024, where it ranks fourth among Chinese smartphone manufacturers. Xiaomi shipped 10.2 million units, capturing a 15% market share, slightly behind Honor and ahead of Apple, based on data from market research firm Canalys.
- Apple
- The article doesn't focus on Apple but mentions them in passing regarding phone market share. In the third quarter of 2024, Apple holds a 14% market share in China's smartphone market, ranking fifth behind vivo, Huawei, Honor, and Xiaomi.
- September 15, 2020:
- The U.S. escalated its sanctions against Huawei, culminating in a full supply cut-off on this date.
- 2021:
- Huawei experienced its first year of revenue decline in 19 years, with a 28.6% year-over-year decrease due to the impact of U.S. sanctions.
- 2022:
- Huawei's revenue returned to positive growth, marking a slight increase of 0.9% to 642.3 billion yuan.
- August 2023:
- With the launch of the Mate 60 series, Huawei's mobile phone business got back on track.
- Q3 2024:
- Huawei became the second largest smartphone manufacturer in China, with shipments totaling 10.8 million units.
- October 14, 2024:
- Ren Zhengfei expressed his views on artificial intelligence during a discussion with the ICPC chairman, coaches, and award-winning participants.
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