We don’t need your stinkin’ chips, says Tencent

Martin Lau states company has a ‘pretty strong stockpile’ of high-end chips.

May 16, 2025

Jon Peddie

Tencent’s recent earnings call revealed the company’s strong position in AI despite US trade restrictions. They have a “pretty strong stockpile” of high-end AI chips and are optimizing their use through efficient software and smaller clusters. Tencent is also exploring alternative chips and investing heavily in AI, with a 300% increase in capital expenditure. Their Q1 earnings exceeded expectations, driven by AI-enhanced advertising and gaming growth. Tencent is adapting to restrictions by focusing on internal applications and domestic solutions, showing resilience and innovation in the AI space.Tencent recently shared some big updates during an earnings call, giving us a window

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We don’t need your stinkin’ chips, says Tencent

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