What happened in China Huawei published its 2025 annual report and the headline numbers demand attention from anyone building or backing automotive software in Europe. Revenue reached CNY880.9 billion (≈$127.5 billion), up 2.2% year over year. Net profit came in at CNY68 billion (≈$9.5 billion). Neither of those figures is the story. The story is this: Huawei invested CNY192.3 billion (≈$26.9 billion) in R&D during the year, equal to 21.8% of annual revenue. The company explicitly highlighted AI, HarmonyOS, and automotive momentum as the three pillars of its forward strategy. These are not separate bets. They are a single, integrated system being assembled at a scale that most European technology ecosystems cannot match collectively, let alone individually. The automotive numbers inside the report are granular enough to be alarming. HarmonyOS Smart Mobility achieved an annual cumulative delivery of 589,000 vehicles in 2025. More than 36 million devices ran on…