Global Scans · Tencent · Weekly Summary

• [New] 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
• [New] Singtel and Tencent have teamed up to unlock 5G potential for cloud gaming via network slicing technology. Bootable USBs
• [New] 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
• Long-term success in AI will depend on strong research and development capabilities, with Alibaba, Baidu, Tencent, and Huawei all poised to benefit as AI adoption grows across industries. / China Global Financial Market Review
• For humanity's future, the trajectory of Tencent and similar entities will hinge on their ability to foster trust through transparency and robust privacy frameworks. Hashtags Room
• The balance between technological advancement and user trust will be crucial in determining whether Tencent Games will be perceived as a secure environment or a potential security threat as we move into a more digitally interconnected era. Hashtags Room
• The Biden administration expanded its list of Chinese military companies, adding Tencent and CATL, intensifying US-China economic decoupling and potential disruptions in global supply chains. The Economic Times
• We see significant potential for Tencent to further leverage its suite of AI tools to enhance engagement and monetization on WeChat. Morningstar, Inc.
• For Tencent, acquiring Nexon could represent a significant expansion of its gaming portfolio, particularly in the realm of blockchain gaming. Web3Wire
• Baidu reported that its AI cloud revenue grew 40% year-on-year, buoyed by efficient homegrown software and chips, while Tencent executives insist their chip reserves will sustain AI model training for generations. News, Events, Advertising Options
• Over the next few years, Chinese firms such as Alibaba, ByteDance, Baidu, and Tencent will likely continue to rely on existing inventories of Nvidia and AMD chips - such as the H100, H200, H800, and H20 - acquired prior to the implementation of export controls. DNyuz
• Ample advertising revenue opportunities lie ahead, driven by increased user engagement on Tencent platforms, which leads to greater ad inventory, higher ad loads, and improved ad-targeting efficiency. / China Morningstar UK
• Tencent Cloud will support cloud cost optimization for Telkomsel, including public and hybrid cloud collaborations with Telkomsel. / Indonesia Yahoo Finance
• Tencent Cloud's Metaverse-in-a-Box, a comprehensive, one-stop, and easy-to-use solution, will be instrumental in enabling Tridentity to deliver a seamless customer experience across various sectors in Southeast Asia. The Manila Times
• Through Tencent's popular social networking service WeChat, an additional $200 million in revenue-sharing agreements is expected, making Tencent the NBA's most valuable international digital partner. / China Nature
• The crucial tipping point could be if China's largest tech companies, such as Alibaba, Tencent, and ByteDance, throw their formidable resources toward working with Chinese AI chipmakers. Foreign Policy

Last updated: 15 September 2025