Huawei Denies Copying Alibaba’s AI Model: Inside China’s Escalating Tech Cold War
The Core Allegations: “Extraordinary Correlation”
The Accusation
Anonymous research group HonestAGI published analysis claiming:
- A 0.927 correlation coefficient between Huawei’s Pangu Pro MoE and Alibaba’s Qwen 2.5 14B models
- Evidence of “upcycling” Qwen’s architecture rather than original training
- Undisclosed derivation masked as “independent innovation”
Huawei’s Defense
Noah’s Ark Lab (Huawei’s AI division) countered:
- “Pangu Pro MoE was developed entirely on Huawei’s Ascend AI chips”
- Mixture-of-Experts (MoE) innovations represent genuine breakthroughs
- All open-source components were properly licensed
The Strategic Stakes
Aspect | Huawei’s Pangu Pro MoE | Alibaba’s Qwen 2.5 |
---|---|---|
Target Users | Government, finance, manufacturing | Consumers, chatbots |
Deployment | Enterprise solutions, secure servers | PCs, smartphones, open-source |
Hardware | Fully Ascend-based | Hybrid (Nvidia/Huawei chips) |
Adoption | Low public uptake, high-govt contracts | 40M+ downloads |
“This feud isn’t about one model—it’s about whether China’s AI ecosystem can balance speed with integrity. Huawei and Alibaba must choose: collaborate or cannibalize.”
Industry Fallout & Whistleblower Claims
Insider Revelations
An alleged Huawei engineer claimed:
“Leadership cloned Qwen-1.5 (110B), wrapped it in extra layers, and rebranded it as Pangu ‘V2’—with code still referencing ‘Qwen’ internally.”
Broader Implications
- Trust crisis: Developers question reliability of Chinese LLMs
- Transparency deficit: Neither party fully disclosed methods/data
- Market fragmentation: China’s “unified front” against Western rivals fractures
China’s AI Crossroads
Three Critical Pressure Points
- DeepSeek’s Disruption: Open-source R1 model ignited price war
- Regulatory Thunderclouds: Texas/EU laws may exclude opaque AI systems
- Global Expansion Race: Alibaba’s SEA data centers vs Huawei’s govt deals
What’s Next?
- Huawei: Must release training logs to rebuild trust
- Alibaba: Needs to clarify Qwen’s licensing terms
- Developers: Should demand parameter-level watermarking
Unanswered: Who is HonestAGI? Why did Alibaba stay silent? Can Ascend chips outperform Nvidia?