Tencent Stockpiled Nvidia Chips Now Looking for Chinese Alternatives

Tencent strategically amassed a significant inventory of AI chips, including Nvidia's H800, ahead of US export restrictions.

[{"selector":"#anim-87fe711e-92e8-4776-8e18-155c04eb7c41","keyframes":{"transform":["translate3d(-115.14196%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d684ab67-84c8-4d07-bd9f-4ee01ece4a5e","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-21899ad8-df61-4c81-84d6-774167608f1c","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}]

Actively scouting new suppliers within China, Tencent responds to the US-China semiconductor feud.

[{"selector":"#anim-6d972761-6c2d-47d5-908a-94ff2b23fc22","keyframes":{"transform":["translate3d(-117.0418%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-2b50739d-b638-4c10-8927-41a257507cda","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-2374583b-e9dc-4f91-87fb-49664f03c5e9","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}]

The US-China dispute escalates over advanced semiconductors, with Washington's recent restrictions tightening export controls.

[{"selector":"#anim-ea2c7041-4c97-475c-8ba2-3a1550d39780","keyframes":{"transform":["translate3d(-116.29393%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-545e1013-6b3e-4a84-9d23-13f6530e62be","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e8224678-2913-415a-9658-2973dfac8855","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}]

Tencent expresses concerns about the potential impact of the US export ban on reselling components.

[{"selector":"#anim-866e6829-7b32-4811-80fa-811bb00f6cf1","keyframes":{"transform":["translate3d(-115.14196%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-bf34469c-1849-4251-a97d-f1ab7962e01d","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-422bcb36-5916-4dd7-a66d-602b87400779","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}]

Tencent's AI bot "Hunyuan" launched in September alongside strong financial results, boasting a 10% revenue increase and a 39% profit surge for the quarter ending September.

[{"selector":"#anim-76696a0a-f47f-414f-bd69-544d441c36ce","keyframes":{"transform":["translate3d(-114.8265%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-056fea79-a7aa-427d-b02d-73b44b89293c","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e98b73ee-f8e3-42ee-9489-39b0db2a3874","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}]