Tencent plans to significantly boost AI infrastructure spending in the second half of 2026, as Chinese chipmakers ramp up domestic AI chip production. The company also posted strong first-quarter results and is in talks for a stake in Deepseek.

Tencent plans to significantly boost AI infrastructure spending in the second half of 2026, as Chinese chipmakers ramp up domestic AI chip production. The company also posted…

Games and advertising still fund the company’s next act, but investors are asking when AI will become more than a spending line.

Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market.