# Huawei AI and connectivity strategic development

> Live situation record from CLSTR: https://clstr.news/situations/huawei-ai-and-connectivity-strategic-development
> Updated: 2026-09-20T00:18:00.000Z. Sources: 43. Developments: 5.

Huawei is advancing its strategic focus on artificial intelligence, connectivity, and computing infrastructure. At the M360 ASEAN 2026 event, the company presented strategies for AI-driven digital transformation in the ASEAN region, highlighting the ‘Huawei Agentic MBB’ and the ‘OpenAN’ open-source architecture. Huawei also released a joint report with GSMA Intelligence regarding the monetization of AI economic models. In its ‘Intelligent World 2035: From Vision to Action’ report, Huawei outlined ten key industry directions, including the development of Artificial General Intelligence (AGI) and advanced computing clusters. The company predicts that by 2035, global annual token consumption will increase 100,000-fold, driven by AI agents. To support this, Huawei unveiled a grid-interactive AI data center (AIDC) solution designed to maximize ‘tokens per watt’ while managing high-density power and cooling requirements. During the ‘Act Today. Shape Tomorrow’ launch event, Rotating Chairman David Wang identified agentic AI as a ‘critical variable’ in the transition of AI from the digital realm into the physical world. Leadership has clarified that the core strategy centers on connectivity and computing strengths. Rather than developing solely proprietary models, Huawei aims to support customers in building large-scale models using its Ascend and Kunpeng platforms. To address semiconductor manufacturing constraints, the company intends to utilize architectural innovation and integrated design-to-manufacturing advantages. Additionally, Huawei is expanding its service capabilities through the ‘Jingwei Plan,’ which seeks to establish an on-site service network across 300 cities in China by collaborating with over 15,000 engineering partners. At HUAWEI CONNECT 2026 in Shanghai, the company expanded its infrastructure to support the ‘agentic AI’ era. New hardware includes the OceanStor M900 Context Memory Storage, which provides a PB-scale shared memory space to address bottlenecks in multi-turn inference. To facilitate large-scale AI clusters, Huawei debuted the UnifiedBus architecture, capable of connecting up to one million NPUs.

## Claims

- Huawei unveiled the Stellar AI Network Solution to address rising token consumption and connectivity needs. (corroborated by 6 sources)
- Huawei released two research reports: 'Intelligent World 2035: Turning Vision into Action' and 'Global Digitalization and Intelligence Index 2026'. (corroborated by 4 sources)
- The 'Intelligent World 2035' report proposes ten strategic axes for building a smart world. (corroborated by 4 sources)
- Agentic AI is identified as a key element in the transformation of operational paradigms and industrial dynamics. (corroborated by 4 sources)
- David Wang, Huawei's Vice President of the Board and Rotating Chairman, stated that concrete steps are required to realize the vision of an autonomous world. (corroborated by 4 sources)
- Huawei introduced an immersive telepresence system featuring the CloudLink Camera 610 AI. (corroborated by 4 sources)
- Huawei Wi-Fi 7 Advanced introduced intelligent Coordinated Scheduling and Spatial Reuse (iCSSR) technology. (corroborated by 3 sources)
- The iCSSR technology delivers twice the networking performance of industry peers. (corroborated by 3 sources)
- Huawei debuted the eCampusLink platform and HiSpaceX appliance. (corroborated by 3 sources)
- The upgraded Asset Security Solution achieves second-level blocking of terminal behavior anomalies. (corroborated by 3 sources)
- Huawei Cloud launched the AI Cluster Service (AICS) to support agentic AI. (corroborated by 2 sources)
- Huawei introduced OceanStor M900 Context Memory Storage to accelerate AI inference in hyperscale data centers. (corroborated by 2 sources)

## Timeline

### 2026-09-20: Huawei unveils AI-driven energy and networking solutions at Huawei Connect 2026

At Huawei Connect 2026, Huawei unveiled new AI-driven infrastructure, including grid-interactive data center solutions, digital energy technologies, and upgraded Stellar AI networking systems.

18 sources. https://clstr.news/cluster/huawei-unveils-upgraded-stellar-ai-campus-network-solution

### 2026-09-17: Huawei releases reports on agentic AI and Intelligent World 2035

Huawei released two research reports, including ‘Intelligent World 2035’, outlining ten strategic axes for a smart world driven by agentic AI and intelligent infrastructure.

4 sources. https://clstr.news/cluster/huawei-releases-reports-on-agentic-ai-and-intelligent-world-2035

### 2026-09-17: Huawei unveils AI infrastructure and networking solutions at HUAWEI CONNECT 2026

At HUAWEI CONNECT 2026, Huawei unveiled new AI infrastructure, including OceanStor M900 storage, Stellar AI Network, and UnifiedBus architecture, to support the growing demands of agentic AI.

22 sources. https://clstr.news/cluster/huawei-unveils-oceanstor-m900-to-accelerate-ai-inference

### 2026-09-15: Huawei outlines AI strategy and launches new service plan

Huawei is focusing its strategy on connectivity and computing, aiming to support AI model development via Ascend platforms while launching the ‘Jingwei Plan’ to expand its service network in China.

5 sources. https://clstr.news/cluster/huawei-outlines-ai-strategy-and-launches-new-service-plan

### 2026-09-15: Huawei unveils strategic roadmap for Agentic AI and Intelligent World 2035

Huawei has released strategic reports on the ‘Intelligent World 2035,’ outlining ten key directions for the Agentic AI era, while showcasing new AI data center solutions and ASEAN digital initiatives.

9 sources. https://clstr.news/cluster/huawei-showcases-ai-and-intelligent-connectivity-at-m360-asean-2026

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Cite as: Huawei AI and connectivity strategic development. CLSTR, https://clstr.news/situations/huawei-ai-and-connectivity-strategic-development
