金色财经|5月 13, 2026 13:14
[Tencent Executive: More Domestic Chips to Be Deployed in the Second Half of the Year]
According to a report by Jinse Finance, on May 13, a Tencent executive stated during the first-quarter earnings call that the company’s capital expenditure will increase in the coming period, and more domestic chips will gradually be deployed in the second half of this year. Tencent Cloud has long faced a shortage of sufficient GPU resources, making it difficult to meet all external customer demands, which has impacted revenue growth and market share acquisition. The Tencent executive noted that investments in the AI sector include both short-term and long-term cycles. The company will not manage each related product on a quarterly basis but will evaluate them based on asset portfolios and life cycles. (Yicai Global)
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