Global Scans · Tencent · Weekly Summary

• [New] Trident will migrate its entire digital service operations onto Tencent Cloud's robust infrastructure, while also incorporating cutting-edge metaverse solutions. MarketScreener
• [New] Companies like Tencent and Alibaba face uncertainty as U.S. markets tighten access, threatening their global growth. GeopoliticsUnplugged Substack
• [New] CCP authorities envisioned their state-issued digital currency as a more centralized alternative to the two commercial payment platforms currently favored overwhelmingly by PRC citizens: Alipay and WeChat Pay, operated respectively by the private tech giants Alibaba and Tencent. NATIONAL ENDOWMENT FOR DEMOCRACY
• If major Chinese AI firms such as Alibaba, ByteDance, and Tencent build their data centers around U.S. hardware, it could give Washington a geopolitical advantage and greater leverage in any future negotiations with China. RBC WEALTH MANAGEMENT
• Investors have welcomed Alibaba's renewed focus on AI, recognizing the potential for growth amid increasing competition from rivals like Tencent and DeepSeek. Rude Baguette
• If the likes of Tencent Cloud do the patriotic thing and deploy Huawei's clusters outside China, accelerators from Huawei and other Middle Kingdom firms will become available to organizations around the world and create competition for US chipmakers. The Register
• Cloud providers worldwide - including Microsoft, Amazon Web Services, Tencent, Alibaba, Baidu, China Telecom and China Mobile-have integrated DeepSeek into their platforms, betting that its momentum will continue. Global Neighbours
• Tencent could benefit from the unrest caused by the US administration's recent policies. Esports Insider
• Personalized Player Engagement: Platforms like Tencent, the largest gaming company in the world, and Zynga leverage AI to predict player behaviour and keep them engaged with tailored quests, events, offers, and challenges. The Data Community
• Singtel and Tencent have teamed up to unlock 5G potential for cloud gaming via network slicing technology. Bootable USBs
• Tencent could potentially make use of other chips for inference. Fudzilla
• Beijing is trying to walk a line between encouraging innovation and maintaining control over information - a stance that could impact how companies like Baidu and Tencent deploy AI in consumer services. / China TS2 Space
• Even in China, where regulatory risks loom, Temasek has pivoted to sustainable living and digital platforms like Meituan and Tencent, avoiding overexposure to cyclical sectors. Ainvest
• China has implemented the Healthy China 2030 program, which includes a digital platform (Tencent Miying) capable of analyzing medical exams and identifying disease patterns such as cancer and diabetic retinopathy. BRICS
• Tencent and Alibaba remain well placed as the future leaders of China's artificial intelligence sector, despite DeepSeek's growing profile, though we expect their AI ventures to remain unprofitable in aggregate over the next three years. The CDO TIMES
• Tencent, like its rivals, will need significant investment in AI infrastructure to ensure reliability and efficiency. Techstory Media

Last updated: 10 November 2025