Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available "month by month" (The Information)
Tencent plans to significantly increase AI infrastructure spending in H2 2026 as China-designed AI chips become more available monthly, easing previous supply constraints.
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<p><a href="https://www.techmeme.com/260513/p32#a260513p32" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> <a href="https://www.theinformation.com/">The Information</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.theinformation.com/briefings/tencent-says-chinas-ai-chip-crunch-easing-plans-spend">Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available “month by month”</a></b></span> — Tencent Holdings is gearing up to spend more on AI infrastructure after chip shortages began showing signs of relief.</p>
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