During an earnings call with investors on Wednesday, Tencent boasted of a "strong stockpile" of GPUs. Furthermore, when asked about how U.S. trade policy regarding advanced AI chips was impacting Tencent's product development and launch plans, company President Martin Lau seemed to shrug off investor concerns.
In response to a question about high-end GPUs from Kevin Fong of international investment bank UBS, Lau started by characterizing the GPU situation as dynamic. Lau backed up his point by sharing the 'good news' that "I think we have a pretty strong stockpile of chips that we acquired previously and that would be very useful for us in executing our AI strategy."
