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Tencent’s AI Ambitions Tested As Nvidia Chip Approvals Meet Beijing Pushback
Tencent Holdings (SEHK:700) has received U.S. approval to purchase Nvidia H200 AI chips.
Deliveries of these chips are currently stalled after Chinese authorities urged domestic firms to delay or block purchases.
Beijing is pushing major technology companies to prioritize domestic AI hardware alternatives instead of imported options.
This tug of war between U.S. export policy and Chinese tech sovereignty is affecting Tencent's near term AI infrastructure plans.
Tencent sits at the center of...