Posts Tagged ‘Tencent Cloud’

Tencent Cloud reported to have signed large cloud deal with Oracle Cloud; export restriction implications

October 12, 2026
Philbert Shih

Media reports indicate Tencent has reached a deal to rent 100k GPUs from Oracle Cloud. ...

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Tencent Cloud wins TruKKer as Saudi enterprise reference customer

September 10, 2026
Swapna Subramani

TruKKer, a digital freight platform operating across the Middle East and wider EMEA, migrated its lo...

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1Q26 IB: Chinese hyperscalers also showed growth acceleration, to increase CapEx

May 22, 2026
Philbert Shih

Like the US hyperscalers, Alibaba Cloud showed continued growth acceleration in the recent quarter a...

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Tencent reports 1Q26 results; CapEx rising, but AI and cloud infrastructure to be prioritized in 2H26 with more investments

May 13, 2026
Philbert Shih

Tencent reported its 1Q26 results, which provided insights into the Tencent Cloud business and its o...

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Tencent Cloud launches additional AZ in Frankfurt, Germany

March 4, 2026
Philbert Shih

Tencent Cloud launched a new availability zone in Frankfurt, Germany. ...

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Tencent Cloud planning to expand cloud infrastructure footprint in Middle East

February 4, 2026
Philbert Shih

Tencent executives were quoted on the record confirming that the Tencent Cloud business would build ...

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MI: Chinese hyperscalers face supply constraints around GPU that may impact growth

December 31, 2025
Philbert Shih

The Chinese hyperscalers have been recovering over the last several quarters, but do not seem to be ...

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Tencent reports 2Q25 results: CapEx shifts, more growth acceleration

September 22, 2025
Philbert Shih

Tencent reported its 2Q25 results and included details about its CapEx investments and cloud revenue...

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Tencent shares data points on cloud, AI demand and CapEx

June 9, 2025
Philbert Shih

Tencent reported its 1Q25 earnings, which included data points about its CapEx and the current state...

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GoTo Group completes migration to Tencent Cloud in Indonesia

June 9, 2025
Philbert Shih

GoTo Group completed its migration of infrastructure to Tencent Cloud in Jakarta, Indonesia. ...

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Tencent Cloud to build cloud region in Osaka, Japan

April 25, 2025
Philbert Shih

Tencent Cloud confirmed plans to build a data centre region in Osaka, Japan. ...

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Tencent Cloud shares cloud, CapEx data points on 4Q24 earnings call

April 2, 2025
Philbert Shih

Tencent Cloud is also seeing improvements in its growth trajectory, driven by demand for AI services...

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