腾讯称AI训练GPU库存充足，推理芯片选择多

Core Viewpoint - Tencent reported strong financial results for Q2 2025, indicating robust growth and sufficient resources for AI development despite potential supply chain concerns regarding GPUs [1] Financial Performance - Revenue for Q2 2025 reached 184.5 billion yuan, representing a 15% year-over-year increase and a 2% quarter-over-quarter increase [1] - Profit attributable to equity holders was 55.6 billion yuan, showing a 17% year-over-year growth and a 16% quarter-over-quarter growth [1] AI and Chip Availability - Tencent's President, Liu Chiping, stated that the company has ample chips for training and upgrading existing models, with many inference chips available [1] - The company is not concerned about the U.S. regulations affecting GPU purchases, as it already possesses the necessary chips [1] - This marks the third consecutive quarter that Tencent has assured investors it does not require additional GPUs [1] Investment in AI - Liu Chiping revealed that Tencent has made significant investments in AI and plans to increase these investments over time [1] - The company is executing numerous software improvements to enhance inference efficiency, allowing more workloads to run on the same number of chips [1]