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How Nvidia’s H200 Approval for China Could Shape Tencent Holdings’ (SEHK:700) AI Investment Narrative

Chinese officials recently told major tech firms, including Tencent, that they can begin preparing orders for Nvidia's H200 AI chips, following U.S. approval for the advanced processors to be shipped to China. This access to cutting-edge AI hardware could be important for Tencent’s long-term technology roadmap, influencing how it builds and scales future AI-powered products and services. We will now explore how Tencent’s newly granted access to Nvidia’s H200 chips could influence its broader...