アリババ、テンセントは決算の逆風にもかかわらずAI投資の急増を示唆、中国の半導体増産でボトルネック解消へ

Alibaba Group Holding and Tencent Holdings are doubling down on a massive artificial intelligence spending spree, betting that a new wave of Chinese-made chips will break the supply bottlenecks stifling their ambitions. While both Chinese tech giants saw revenues trail expectations this quarter, they pledged an aggressive acceleration in capital expenditure, as home-grown silicon from Huawei Technologies and Alibaba’s in-house labs begins to reach scale. Alibaba was likely to “overshoot” its...