Chinese tech giant Tencent's president Martin Lau assured investors that the company possesses a robust stockpile of chips, critical for navigating U.S. export restrictions on chip sales to China. He noted in an earnings call that the chips would be utilized effectively for projects yielding immediate returns, particularly in advertising. Lau also highlighted a shift in AI training dynamics, where smaller chip clusters can now yield effective results, thereby ensuring Tencent can sustain its AI development for forthcoming generations without needing extensive new chip acquisitions.
Lau mentioned that Tencent has a strong inventory of chips, allowing them to continue operating their AI projects despite U.S. export restrictions.
It's a very dynamic situation that Tencent is managing, trying to find solutions to ensure their AI strategy remains executable.
Lau stated they can achieve strong training results without needing large clusters, thanks to a shift away from scaling laws.
Tencent's high-end chip supply will last for several generations of AI model training, according to the company's president.
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