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Tencent: GPU inventory is sufficient, and NVIDIA H20 will not be purchased for the time being.

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2025-08-18 06:14:09
August 17 news, Chinese tech giant Tencent Holdings President Lau Chih Ping responded that in the second quarter earnings call said that the company has enough AI GPU chips to meet future model training needs, do not need to continue to purchase NVIDIA H20. For reasoning will turn to non-Western AI chips.
In response to the impact of the United States' resumption of NVIDIA H20 and AMD MI308 exports to China, Lau pointed out that although the Chinese and American governments are still discussing in related fields, Tencent's current chip inventory is sufficient and there is no need to rely on new imports.
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