What Huawei makes for data centers
private · HQ Shenzhen, CN · huawei.com
Huawei makes networking switch ASICs and switch systems, coherent optics for data center interconnect, and UPS, CRAH, and rear-door heat exchanger equipment for data center cooling and power. It also supplies AI storage systems, prefabricated modular data centers, and solar inverters, and builds its own AI server and cloud infrastructure, primarily for the Chinese and allied markets.
Exposure
11 parts across 7 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 2 — Memory & storage
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| AI storage systems | manufacturer | inferred | Dell, HPE, IBM, NetApp, Pure Storage, Supermicro |
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Scale-out switch ASICs | manufacturer | inferred | Broadcom, Cisco, Marvell, Nvidia | |
| Switch systems & white-box ODMs | manufacturer | inferred | Quanta Computer, Accton (Edgecore), Alpha Networks, Arista, Celestica, Cisco | |
| DCI / coherent optics | manufacturer | inferred | Adtran, Ciena, Cisco, Coherent, Lumentum, Marvell |
Layer 5 — Liquid cooling (IT-side: chip to CDU)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Coolant distribution units | manufacturer | inferred | Auras, Daikin, Delta Electronics, Envicool, Foxconn (Hon Hai), Johnson Controls | |
| Rear-door heat exchangers | manufacturer | inferred | Legrand, Vertiv, nVent, Coolcentric, Motivair, Rittal |
Layer 6 — Facility cooling & HVAC
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| CRAH / CRAC / fan walls / in-row units | manufacturer | inferred | Schneider Electric, Daikin, Envicool, Johnson Controls, Kingspan, Mitsubishi Electric |
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| UPS (static, modular, rotary/DRUPS) & UPS power semis | manufacturer | inferred | Schneider Electric, ABB, Cyber Power, Delta Electronics, Eaton, Fuji Electric |
Layer 8 — Power generation & energy supply
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Hyperscalers, neoclouds & model labs | operator | inferred | Alphabet (Google), Microsoft, Alibaba, Amazon (AWS), Apple, Baidu | region: China and Asia |
| Prefab / modular data centers & power/cooling skids | manufacturer | inferred | Schneider Electric, ABB, Delta Electronics, Eaton, Nucor, Powell |
Latest feed
- Huawei's Ascend 910C sold out in China, but Nvidia's H200 supply gap persists — DigiTimes, 2026-08-28Although Huawei's Ascend 910C is sold out in China, the inability of domestic chips to fully replace Nvidia's H200 suggests ongoing global AI compute constraints.
Verification: enriched, last verified 2026-08-27. Sources: www.huawei.com · www.huawei.com.· Markdown · JSON