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Tencent says it has enough high-end chips to train AI for 'generations' even if the US cuts it off

  • Tencent's president Martin Lau reassured investors that the company has a 'pretty strong stockpile of chips' acquired previously to deal with US chip restrictions.
  • Lau mentioned that Tencent can train its AI models 'for a few more generations' using the existing high-end chips it possesses.
  • The Trump administration imposed new export licensing restrictions on chips sold to China, with Nvidia expecting up to a $5.5 billion charge related to H20 chip inventory.
  • Analysts believe that the new chip sale restrictions will not hinder China's AI progress and could potentially benefit companies like Huawei.

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