$TENCENT(00700)$ Tencent is pu

$TENCENT(00700)$ Tencent is putting its money where its mouth is:

CapEx skyrocketed +386% Y/Y to nearly $11 billion, mainly for AI-driven server and GPU expansion.

AI spending will remain in the low teens (% of revenue) for 2025, signaling further investment.

Tencent’s AI CapEx is still far below Meta’s ($63 billion planned for FY25), highlighting room to scale.

AI is becoming the foundation of Tencent’s digital ecosystem, powering its platforms, advertising, and enterprise services

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