▶ 0:37 · $1810.HK · Xiaomi CFO outlines human-car-home ecosystem powered by proprietary OS, chips, and AI

episode briefing

Alain Lam - CFO of Xiaomi | Podcast | In Good Company | Norges Bank Investment Management

2026-04-22 · 2 company · 6 thematic

sentiment

2 bull0 bear0 neu

speakers

Chief Financial Officer of Xiaomi since 2018; previously CFO of Xiaomi's smartphone division; joined Xiaomi in 2013 from investment banking.

nicolai tangen

Nicolai Tangen is the CEO of Norges Bank Investment Management, which manages the Norwegian Sovereign Wealth Fund, one of the world's largest sovereign wealth funds. He hosts the podcast 'In Good Company' where he interviews leaders across various fields.

quote

“But ultimately I think we think of ourselves as a global technology company. Obviously we have smartphones. We have a lot of smart devices. Plus recently we have smart electric vehicles. And we are into manufacturing. But underlying all of…”

—alain lam

now playing · $1810.HK

$1810.HK···bullish· high· posnicolai tangen

Norges Bank CIO reveals >1% stake in Xiaomi, cites ecosystem moat

Norwegian Sovereign Wealth Fund holds over 1% of Xiaomi, signaling conviction in the company's human-car-home ecosystem strategy spanning smartphones, IoT, EVs, and AI.

$1810.HK···bullish· high· posalain lam

Xiaomi CFO outlines human-car-home ecosystem powered by proprietary OS, chips, and AI

Xiaomi's core moat is its integrated technology stack — proprietary operating system, semiconductors, and AI — underpinning a unified ecosystem across smartphones, smart home devi…

←