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Tencent can shoulder newest US tech export restrictions as web big has massive stockpile of much-coveted Nvidia AI chips

Tencent can shoulder newest US tech export restrictions as web big has massive stockpile of much-coveted Nvidia AI chips


“Now we have sufficient chips to proceed our improvement for Hunyuan for a minimum of a pair extra generations,” Tencent president Martin Lau Chi-ping mentioned in a convention name with analysts on Wednesday after the Shenzhen-based firm’s third-quarter earnings outcomes announcement.
Tencent, which runs the world’s largest video gaming enterprise by income and China’s largest social media operation, has one of many largest inventories of AI chips within the nation, in response to Lau. He mentioned Tencent was the primary to place in orders for the H800 chip, the China-export model of Nvidia’s H100 graphics processing unit (GPU) that was developed to adjust to earlier US tech export curbs.
Nvidia Corp’s H800 graphics processing unit, primarily based on its H100 chip and designed for export to China. Photograph: Nvidia

Lau mentioned the up to date tech export curbs will have an effect on enterprise purchasers’ capability to lease use of AI chips by way of the corporate’s Tencent Cloud service in future. As such, Tencent will optimise use of its current stock of Nvidia GPUs.

“Going ahead, we should determine methods to make utilization of our AI chips extra environment friendly,” he mentioned. “We’ll attempt to see whether or not we will offload lots of the inference functionality to lower-performance chips, in order that we will retain nearly all of our high-performance AI chips for coaching functions.” He additionally identified that Tencent will “attempt to search for a home supply for these coaching chips”.

The stakes are excessive for Tencent, because it appears to be like to AI expertise to turn out to be the brand new development engine for its enterprise.

Tencent now utilizing ChatGPT-like AI mannequin in 180 companies

The Hong Kong-listed firm on Wednesday reported a ten per cent year-on-year income enhance to 154.6 billion yuan (US$21.5 billion) for the third quarter. Revenue was down 9 per cent to 36.2 billion yuan.

Tencent has taken a extra cautious method as a comparatively latecomer to the AI frenzy on the mainland, the place 238 massive language fashions (LLMs) – the expertise used to coach clever chatbots like ChatGPT and related companies – have been launched as of October.

LLMs are deep-learning AI algorithms that may recognise, summarise, translate, predict and generate content material utilizing very massive knowledge units.

Nvidia to tailor one other set of latest chips for China purchasers

Tencent and different Chinese language tech corporations, in the meantime, are awaiting Nvidia’s replace on its new server, the HGX H20, and new L20 and L2 GPUs – meant to switch the A800 and H800 chips – that complies with the up to date US tech export restrictions. The event of those new merchandise for Nvidia’s mainland purchasers was reported by the Submit final week.
Earlier than the up to date US tech export curbs final month, a fast-growing marketplace for smuggled GPUs from Nvidia and Superior Micro Units has apparently thrived on the mainland, in response to a Submit report in June.

Baidu CEO slams China tech companies’ frenzy over AI fashions as ‘waste of sources’

Tencent mentioned it was nonetheless early to speak about monetising Hunyuan and integrating the LLM’s capabilities into social media apps WeChat and QQ.

“It’s nonetheless in a really early stage of idea design,” Lau mentioned throughout Wednesday’s name. “Positively not but on the stage of product design and positively not on the stage of fascinated with monetisation.”

Whereas the Hunyuan chatbot shouldn’t be out there for public use, Tencent has opened the Hunyuan LLM to varied enterprise purchasers. The AI mannequin has additionally been built-in into greater than 180 in-house companies, together with conferencing app Tencent Assembly and web-based phrase processor Tencent Docs, together with the corporate’s internet advertising enterprise and WeChat search.



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Written by bourbiza mohamed

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