{"id":102153,"date":"2025-11-14T04:54:19","date_gmt":"2025-11-14T04:54:19","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2025\/11\/14\/chinese-web-giant-tencent-cant-buy-all-the-gpus-it-wants-the-register\/"},"modified":"2025-11-14T04:55:22","modified_gmt":"2025-11-14T04:55:22","slug":"chinese-web-giant-tencent-cant-buy-all-the-gpus-it-wants-the-register","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2025\/11\/14\/chinese-web-giant-tencent-cant-buy-all-the-gpus-it-wants-the-register\/","title":{"rendered":"Chinese web giant Tencent can&#8217;t buy all the GPUs it wants \u2022 The Register"},"content":{"rendered":"<p> <a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<div id=\"body\">\n<p>Chinese language net big Tencent\u2019s capital expenditure is slowing and the corporate expects it would decelerate additional because of its lack of ability to purchase all of the GPUs it needs.<\/p>\n<p>Tencent is a sprawling conglomerate whose messaging and e-commerce apps have over a billion month-to-month customers and are ubiquitous components of contemporary Chinese language life. The corporate\u2019s video games are fashionable all over the world, and its video platforms appeal to enormous audiences and promoting income. The corporate\u2019s public cloud has a ten % share of the Chinese language market. The corporate has invested closely in AI to energy its companies and in its earnings announcement reported the tech is \u201cbenefitting us in enterprise areas resembling advert focusing on and sport engagement, in addition to in effectivity enhancement areas resembling coding, and sport and video manufacturing.\u201d<\/p>\n<p>Comparable firms like Meta, Google, Amazon, and Microsoft report comparable outcomes from adopting AI after which say they\u2019ll obtain even higher enterprise outcomes by ramping their spending on AI infrastructure \u2013 which already prime $10 billion 1 \/ 4 \u2013 for the subsequent few years.<\/p>\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"top\" data-raptor=\"condor\" data-xsm=\",fluid,mpu,dmpu,\" data-sm=\",fluid,mpu,dmpu,\" data-md=\",fluid,mpu,dmpu,\">\n        <noscript><br \/>\n            <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0\" target=\"_blank\"><br \/>\n                <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0\" alt=\"\"\/><br \/>\n            <\/a><br \/>\n        <\/noscript>\n    <\/div>\n<p>Tencent, against this, reported Q3 capex of RMB13 billion ($1.9 billion), down 31 % in comparison with the earlier quarter and 23 % year-over-year.<\/p>\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"top\" data-raptor=\"falcon\" data-xmd=\",fluid,mpu,leaderboard,\" data-lg=\",fluid,mpu,leaderboard,\" data-xlg=\",fluid,billboard,superleaderboard,mpu,leaderboard,\" data-xxlg=\",fluid,billboard,superleaderboard,brandwidth,brandimpact,leaderboard,mpu,\">\n            <noscript><br \/>\n                <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                    <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D426raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                <\/a><br \/>\n            <\/noscript>\n        <\/div>\n<div class=\"adun_eagle_desktop_story_wrapper\">\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"mid\" data-raptor=\"eagle\" data-xxlg=\",mpu,dmpu,\">\n                <noscript><br \/>\n                    <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                        <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                    <\/a><br \/>\n                <\/noscript>\n            <\/div>\n<\/p><\/div>\n<p>On the corporate\u2019s earnings name, execs mentioned capex will fall additional nonetheless, because of \u201ca change when it comes to AI chip availability\u201d and \u201cprovide chain constraints sourcing GPUs.\u201d<\/p>\n<p>The corporate mentioned it has all of the GPUs it wants for its personal operations however is experiencing \u201crestricted influence\u201d to income at its public cloud as a result of it doesn\u2019t all the time have sufficient accelerators to hire to its purchasers.<\/p>\n<p>Whereas Tencent\u2019s capital expenditure fell, its income and revenue rose.<\/p>\n<p>Q3 income reached RMB 192 billion ($27 billion), a 15 % year-over-year enchancment and 5 % higher than Q2. Gross revenue improved by 19 %, year-over-year.<\/p>\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"top\" data-raptor=\"falcon\" data-xsm=\",fluid,mpu,dmpu,\" data-sm=\",fluid,mpu,dmpu,\" data-md=\",fluid,mpu,dmpu,\">\n            <noscript><br \/>\n                <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                    <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D426raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                <\/a><br \/>\n            <\/noscript>\n        <\/div>\n<p>Tencent didn\u2019t supply predictions for future income, so it\u2019s laborious to say if its difficulties shopping for GPUs will make it more durable for the corporate to develop and ship AI companies. On its earnings name, execs talked about work on improved giant language fashions that Tencent will use to energy its AI choices, suggesting they&#8217;re unconcerned that procurement issues will dent its ambitions.<\/p>\n<p>That is likely to be as a result of different Chinese language firms are quickly creating GPUs that Tencent thinks will ultimately serve its wants \u2013 though the corporate\u2019s prediction of falling short-term capex suggests these accelerators gained\u2019t be simple to return by for some time. Or maybe, like its native rival Alibaba, Tencent has discovered intelligent methods to <a target=\"_blank\" href=\"https:\/\/www.theregister.com\/2025\/10\/21\/alibaba_aegaeon_gpu_scheduling_improvements\/\">use GPUs more efficiently<\/a>.<\/p>\n<p>Regardless of the motive for Tencent\u2019s capex, its admission of provide chain strife will go down nicely in Washington as successive US administrations have felt it finest to not permit American tech firms to promote their finest AI accelerators to China on grounds that they&#8217;ll assist Beijing to modernise its navy.<\/p>\n<div aria-hidden=\"true\" class=\"adun\" id=\"story_eagle_xsm_sm_md_xmd_lg_xlg\" data-pos=\"mid\" data-raptor=\"eagle\" data-xsm=\",mpu,dmpu,\" data-sm=\",mpu,dmpu,\" data-md=\",mpu,dmpu,\" data-xmd=\",mpu,dmpu,\" data-lg=\",mpu,dmpu,\" data-xlg=\",mpu,dmpu,\">\n            <noscript><br \/>\n                <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                    <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_offprem\/paasiaas&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33aRa1-lcnEyASahARUBEZHgAAAQg&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                <\/a><br \/>\n            <\/noscript>\n        <\/div>\n<p>The US earlier this 12 months <a target=\"_blank\" href=\"https:\/\/www.theregister.com\/2025\/01\/07\/tencent_catl_chinese_military_company_list\/\">added<\/a> Tencent to its checklist of \u201cChinese language navy firms\u201d, an outline the net big protested as a result of its foremost actions are associated to social media and leisure. \u00ae<\/p>\n<\/p><\/div>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/><a href=\"https:\/\/go.theregister.com\/feed\/www.theregister.com\/2025\/11\/14\/tencent_q3_fy2025\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Chinese language net big Tencent\u2019s capital expenditure is slowing and the corporate expects it would decelerate additional because of its lack of ability to purchase&#8230;<\/p>\n","protected":false},"author":1,"featured_media":25535,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-102153","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-universe"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Chinese web giant Tencent can&#039;t buy all the GPUs it wants \u2022 The Register - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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