Tencent Holdings
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Tencent Holdings (HKEX: 0700) is one of Asia's biggest AI infrastructure buyers right now, and most infotech sellers are missing it: Q2 2026 capex jumped 176% year on year to RMB52.8bn, and management says AI spending will at least double this year. Spending at that pace puts every GPU hour under scrutiny: utilisation, inference cost, power and cooling, creating a live opening for vendors who can show Tencent a measurable return on its compute.
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