Browsing Tag
Tencent Holdings Limited
5 posts
Can Tencent rent 100,000 AI chips abroad while US controls block China sales?
Tencent has reportedly secured five years of access to about 100,000 advanced AI chips through Oracle data centres in Southeast Asia for roughly $7 billion, shifting the US-China semiconductor contest from physical chip shipments toward the more complicated question of who can remotely use advanced computing installed outside China.
XPENG (9868) retains 82% of $6.3bn Dogotix as IRON humanoid production scales
XPENG has established a standalone $6.3 billion valuation for Dogotix, its humanoid robotics business, while retaining more than 80% ownership initially. The financing gives IRON its own capital base, but the larger investor question is whether mass production and commercial deployments can turn robotics into a meaningful source of value beside XPENG’s still loss-making electric vehicle business.
CXMT secures reported $3bn Tencent memory deal ahead of major China IPO
CXMT has reportedly secured a $2.94 billion Tencent memory deal before its major China IPO. Discover what it means for AI chips and global suppliers.
The Nvidia China trade is back, but the catch is sitting on both sides of the Pacific
Washington cleared Nvidia H200 sales. Beijing still hesitates. The AI chip war is now about trust, leverage and industrial sovereignty.
Asia markets split: Why Japan and South Korea surged while Hong Kong lagged after Wall Street’s record rally
Asia stocks diverged as Japan and South Korea surged while Hong Kong lagged after Wall Street highs. See what drove the split and what to watch next.