Tencent’s AI Spending Surge Shows China Has The Same Compute Problem by Paul Balo August 12, 2026 0 Tencent's Q2 revenue beat expectations, but a sharp rise in AI capex shows China's tech giants face the same compute ...
IBM’s Weak Q2 Warning Shows How AI Chip Spending Is Reshaping Enterprise Tech by Paul Balo July 14, 2026 0 IBM's weak preliminary Q2 numbers show how the AI infrastructure boom is changing enterprise technology spending patterns.