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-0.000126454223570952 -0.000126454223570952 -0.000910470409711539 -0.0006322711178553 6.32271117856558E-05 0 6.32271117856558E-05 -0.0006322711178553
Stock impact report

Tencent Taps Nvidia Blackwell Via Japan [Yahoo! Finance]

TENCENT HLDGS UNSP/ADR (TCEHY) 
NASDAQ:AMEX Investor Relations: tencent.com/en-us/investor.html
Company Research Source: Yahoo! Finance
Nvidia's ( NASDAQ:NVDA ) Blackwell chips through a cloud setup based in Japan, according to Barron's. The plan runs through Tokyo based Datasection, which is deploying Nvidia's newest Blackwell GPUs in data centers located in Japan and Australia. Tencent is reportedly the end customer, meaning it can access top tier AI computing power without the chips ever being used inside China, where Blackwell remains restricted. For Tencent, whose businesses range from cloud services and gaming to social media and AI, that access matters as workloads grow more compute-hungry. Warning! GuruFocus has detected 2 Warning Signs with LSF. Is TCEHY fairly valued? Test your thesis with our free DCF calculator. Nvidia said the structure fits within existing export rules. A spokesperson told Seeking Alpha that approved firms are allowed to operate cloud infrastructure outside restricted countries, adding that overseas cloud demand supports U.S. technology leadership. Why it matters: this is a rem Show less Read more
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