Chinese Tech Companies Increasing AI Infra Investment -- Market Talk
Dow Jones
May 15
0432 GMT - Chinese tech companies are stepping up their AI infrastructure investment as competition heats up, according to Capital Economics in a research note. Both Alibaba and Tencent revealed significant AI investment in their latest quarterly results, CE says. "Stronger AI infrastructure investment is mostly the result of a surge in demand for AI services," CE says. While the AI investment by Chinese companies is still much smaller than that of their U.S. counterparts, this reflects growing efforts by Chinese companies to strengthen supply-chain resilience amid global chip shortages and broader geopolitical uncertainty, CE says. (tracy.qu@wsj.com)
(END) Dow Jones Newswires
May 15, 2026 00:32 ET (04:32 GMT)
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