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Tencent admits GPUs only pay for themselves when powering personalized ads

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Tencent admits GPUs only pay for themselves when powering personalized ads

Chinese web giant Tencent struggles to earn a return on investment from GPUs – unless it uses them to power its advertising business. “If we buy GPUs and we deploy them into our ad tech, then that's a relatively short-cycle investment,” said Chief Strategy Officer James Mitchell during the company’s Q1 2026 earnings call. “The GPUs yield...

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