Huawei & China Telecom

Huawei: Huawei is a key domestic supplier expected to provide at least 80% of the technology, including AI chips, for the new data centers, significantly boosting its market position.

China Telecom: China Telecom is expected to operate a significant portion of the new data centers and ensure their connectivity, benefiting from the government's investment.

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: The Nigeria — Nigerian Communications Commission>>> could prohibit telecommunications carriers from interconnecting with companies that have installed equipment from Huawei>>>.

China Telecom: China Telecom>>> is among the Chinese telecom firms that the Nigeria — Nigerian Communications Commission>>>'s proposal targets, potentially leading to a cessation of its United States>>> operations.

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.