チップ供給の改善を受けTencentがAI支出を拡大へ
Tencentは、国内チップ出荷が月を追うごとに増加する中、2026年後半にAIインフラ支出を大幅に増加させる計画だ。
tencent announced plans to substantially boost ai infrastructure investment in the latter half of 2026, attributing the decision to an easing supply of domestically produced ai chips. cs james g. mitchell stated that chinese chipmakers are now shipping more hardware month by month, allowing for the increased expenditure. this investment push coincides with beijing's requirement for domestic companies to prioritize local hardware over foreign chips. however, a recent bloomberg report highlights ongoing shortages of critical components like circuit boards and optical parts, posing potential risks to tencent's timeline and pricing. tencent's financial results showed strong momentum, with q1 revenue reaching 196.5 billion yuan and net profit rising 21 percent.