During Tencent's Q2 2026 earnings call, Tencent President Martin Lau responded to questions regarding the increase in capital expenditure during the second quarter. He stated that Tencent is making substantial investments in computing power and has already seen significant potential for returns, with multiple new applications performing exceptionally well. The computing power is being utilized for cloud leasing services, which are expected to drive substantial revenue growth and enhance the return on capital expenditure. If some computing power orders are sold, profits could exceed the purchase price from several months ago by over 30%. Lau also mentioned that by progressing in the order of building proprietary models, developing applications, and leasing computing power externally, Tencent will be able to establish a large-scale native AI business that generates substantial profits.