Tencent's capex down 24% YoY due to lack of access to GPUs
Expects capex to continue to decline
Expects capex to continue to decline
Despite bubble fears, analysis predicts record spend that will reshape bond markets
Unclear what this means for Nvidia’s previously announced Blackwell deployments outside the US
Blames decision on “failure to comply with the agreed contractual payment terms”
Boosted by Trump comments and GTC announcements
Calls to close “electron gap” with China
Enables a 9x output increase, says company
Company has big plans to scale up below the ocean, but starts small
Follows ban imposed on the company by the Chinese government in 2023
Amid broader allegations of Chinese espionage and hacking claims
But the President already appears to be walking it back
Claims it was forced to act due to “serious governance shortcomings” at the company
Cloud and AI services for games around the world
Vendor joins liquid cooling goldrush
The "Chile-China Express" project will connect Chile with Hong Kong but brings concerns about security risks and data control
Chinese operator claims to offer cost advantage over international rivals
Trump backers headline list of expected acquirers
Announcements made at company’s Huawei Connect conference in Shanghai
Chips provided by Alibaba and other companies
Companies told to cancel orders of RTX Pro 6000D GPUs
Chip-giant failed to comply with acquisition provisions, regulator rules
Will be used to fund international expansion and strengthen its cloud computing business
Sold to consortium led by Chinese manufacturing company
Will focus on cloud migration and AI cooperation