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Huawei Turns Qualcomm Patents Into a Sanctions-Resilient AI-IP Rail
Huawei and Qualcomm announced a broad multi-year patent license agreement on October 5, 2026, covering 5G, compute, AI and networking technologies. The deal includes cross-licenses and Qualcomm’s planned purchase of certain Huawei U.S. patents, subject to regulatory approvals. The bigger signal is that technology control is shifting from devices and chips toward standards-essential patents, licensing flows and ownership of foundational AI-era infrastructure IP.
Published Oct 5, 2026
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The Patent Illusion: Why the U.S. Still Leads the AI Race (and Why That Tsinghua Chart Is Misleading)
This article breaks down why Tsinghua University’s surge in AI patents doesn’t mean China is winning the AI race. Patent charts measure universities—not compute, chips, cloud infrastructure, power, or frontier model leadership. Using real data, we explain why the U.S. still dominates the AI-industrial stack in 2025 and what pressure points actually matter.
Published Nov 20, 2025