Tencent invests 100 billion in AI, but transforming it into computing power is a challenge!
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Tencent has invested heavily in the AI field but faces challenges due to insufficient computing power. Global advanced chip manufacturers cannot meet the GPU demand in the Chinese market, and building computing power centers takes 9-12 months, constrained by various factors. Research shows that mainstream AI products serving 100 million users require about 400,000 cards, corresponding to ten computing power centers. Liu Chiping mentioned the shortage of computing power at the 2024 revenue meeting, which has affected the fulfillment of demand
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