By Simply Wall St
Publication Date: 2026-01-26 23:14:00
-
In recent days, Chinese regulators granted in-principle approval for major tech firms including Tencent Holdings to prepare purchase orders for Nvidia’s H200 artificial intelligence chips, marking a shift from earlier uncertainty around access to advanced US-approved semiconductors.
-
The move not only supports Tencent’s ability to build out high-performance AI infrastructure, but also underscores Beijing’s effort to balance foreign chip imports with encouragement of domestic alternatives in large-scale computing projects.
-
We’ll now examine how improved access to Nvidia’s H200 chips could shape Tencent’s investment narrative around AI capabilities and long-term technology infrastructure.
AI is about to change healthcare. These 108 stocks are working on everything from early diagnostics to drug discovery. The best part – they are all under $10b in market cap – there’s still time to get in early.
For Tencent, the big picture still comes down to whether you believe its core platforms can keep converting a very large user base into growing, high-margin digital services, while absorbing heavier investment in AI and cloud. Recent approval to prepare orders for Nvidia’s H200 chips fits into that story by easing one near-term concern around access to advanced compute, which had been an overhang on Tencent’s AI roadmap and capital spending plans. In the short term, key catalysts remain execution in online…
