Misleading headlines? Barclays' Jiong Shao on Alibaba and Tencent's earnings

Jiong Shao, China tech analyst at Barclays, says Alibaba and Tencent's Q1 2026 financial results were "solid" and discusses the nuances behind them. He also says access to compute continues to be "the greatest bottleneck in AI today", and hopes that Nvidia CEO Jensen Huang would be able to get the Chinese government to loosen purchasing restrictions on local companies.