According to the Chinese media Calian NewsThe Chinese Tencent technology giant would have bought a lot of new chips in Nvidia. The report indicates that the large -scale purchase of H20 fleas is mainly to support the integration of Deepseek in WeChat.
The NVIDIA AI H20 chip was specifically developed for the Chinese market in order to comply with American export restrictions. Sources indicate that the order of Tencent is worth billions of RMB. To meet Tencent’s demand, Nvidia’s H20 fleas would have faced a short -term supply shortage, as the report notes.
Previously, there were concerns that Deepseek could slow down the AI flea market. However, Reuters Reports that Chinese companies are now increasing their orders for AI Nvidia H20 flea due to the growing demand for Deepseek profitable AI models. According to Reuters, besides Tencent, Alibaba and Bytedance have also considerably increased their NVIDIA H20 purchases.
A report of Gurufocus Stresses that Tencent and Bytedance are among the largest NVIDIA customers in China, the two companies acquiring around 230,000 NVIDIA chips in 2024. Meanwhile, Microsoft remains the world leader, having bought around 485,000 ia chips.
Meanwhile, a Bloomberg The March’s report noted that the Yuanbao AI chatbot of Tencent has exceeded Deepseek to become the most downloaded iPhone application in China.
The Bloomberg report indicates that the Deepseek chatbot has energized the technological and Internet industry of China, which leads to more investment and accelerating new products. For example, the Alibaba group began to use Deepseek as a reference and announced an investment of $ 53 billion in AI.
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(Photo credit: Tencent)
Please note that this article cites information Since Calian News,, Reuters,, GurufocusAnd Bloomberg.
