"In terms of the chip situation right now we have one of the largest inventories of AI chips in China," Lau told investors. "We were the first to put in an order for the H800" - a card Nvidia designed specifically to sit below the threshold of the USA's tech export bans. Subsequent bans forbade future sales of the H800.
"A lot of merchants can combine advertising and sales process into one," Lau enthused, adding that Tencent envisages a customer-facing AI - he used the term "smart agent" - that will see the Chinese giant's AI take on an even broader role for its business customers. That's doable, he opined, without needing to buy more GPUs.
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