Scrutica
Where Tencent Holdings Ltd. sits in the compute supply chain — geographic revenue split, segment mix, capex / FCF / buyback history, and industry placement — sourced from licensed-database extracts and SEC EDGAR, joined to the supply-chain graph through the industry classification.
No licensed-database enrichment loaded for this entity — geographic revenue, segments, capital allocation, and industry classification are absent. Coverage rules in the methodology.
Per-chip-class GPU inventory estimates for Tencent Holdings Ltd., sourced exclusively from peer publications. Per CLAUDE.md DQP §2 every row is is_estimated=true with authority_tier=3 — there is no tier-1 primary source for these numbers.
| Chip class | Deployed (est.) | Stockpiled · frozen | Deployment status | Source |
|---|---|---|---|---|
| NVIDIA H20 | 23.5K | — | Deployed | 2025-04 ↗ |
| Huawei Ascend 910C | 768 |
| Deployed |
| 2026-01 ↗ |
| Total | 24.3K | 0 | 2025-04 - 2026-01 |
Dollar flows are annual figures from the fiscal year labelled on the row — SEC segment and >10%-customer disclosures, re-derived company disclosures, or a licensed supply-chain database; per-row source and authority tier on hover. A row without a year means the source does not state the period. Disclosures older than 5 years are tagged historicaland ordered below current rows — they are kept as evidence of what was disclosed then, not as evidence of a present relationship, and the counterparty may since have been acquired or dissolved. The 3-month Pearson r comes from a licensed supply-chain database; correlation is a coupling proxy — shared market sensitivity, not a causal channel. Sole-source edges are flagged inline.
The substrates above join to the platform's analytical surfaces. Each link carries Tencent Holdings Ltd.'s own numbers into the tool that acts on them.
123 upstream · 73 downstream — the interactive graph opens with Tencent Holdings Ltd. selected. The cascade simulator propagates seed disruptions across this same edge set, weighted by the curator's substitutability assessment.
The facility table filtered to exactly these records — class, status, and power per row, exportable with full provenance columns.
Facilities, sovereign-AI programs, export-control posture, and the announced-versus-deployed reality gap for the country.
Side-by-side facilities, GPU inventory, power, revenue, capex, and market cap.