Huawei’s Cloud is growing faster than Amazon, Microsoft, or Google, Iain Morris writes. He cites U.S. Senator Tom Cotton on growth in “Egypt, Indonesia, Malaysia, Mexico, Saudi Arabia, Turkey, and the United Arab Emirates.” Cotton further says: “In addition, Huawei’s cloud services revenues reportedly rose by almost 170 percent in 2020. This accelerating revenue stream threatens to undermine U.S. efforts to curtail Huawei’s power, influence, and financial strength.”

I think Cotton is a little high on Huawei Cloud growth, but the company doesn’t release Cloud sales. I can confirm much of the growth, but it’s good to have confirmation from the NSA, presumably Senator’s Cotton’s source.

Cotton sounds like an advertisement for the power of Huawei Cloud. “Huawei Cloud’s e-Government services promise to help countries streamline document digitization, tax services, national ID systems, elections, and more.”

Huawei is doing remarkably well in parts of the world not pledging allegiance to the United States. That’s about half the world’s population. It would be closer to 3/4ths of the world if India does not accede to US demands.

Cotton wants to destroy Huawei, a major challenger to US companies. Cloud services are the source of most of Amazon’s profit and growing at Google & Microsoft, companies worth over 5 trillion dollars.

Google is constantly under attack by US spies, a source I trust told me. I’m sure the Chinese are equally aggressive. But there is no evidence Huawei is unusually cooperative and more of a security risk than other clouds. Huawei has been spending $billions on security because of the criticism; Huawei gear is probably among the most secure.

You can read Senator Tom Cotton’s full statement here.