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  • [New] Tencent says it will boost AI investment in 2026 after export curbs slowed 2025 spend Tencent said it plans to increase AI investment in 2026, including developing proprietary models, Reuters reported, while acknowledging export restrictions constrained earlier spending. Prompt Injection
  • [New] Tencent ADRs fell 4.6% after earnings report shows buy backs will be cut to fund AI spend which is expected to double to 36 b yuan. Saxo Markets
  • For the first time, Asia's pioneering idol survival show originated by Tencent Video will search for the first idol girl group in Thailand to debut internationally. NME
  • Tencent and Alibaba both said on earnings calls last week their cloud computing arms could take a hit from stricter US chip curbs. Yahoo Finance
  • Tencent is reportedly partnering with Meta Platforms to serve as the exclusive distributor of new, more affordable VR headsets in China with sales expected to begin in late 2024. Forbes
  • DeepSeek prefers to own the hardware so that it can conduct hardware-specific optimizations, while Tencent is eager to keep up with advanced model capabilities and will leverage access to Blackwells at AI data centers such as the one operated by Datasection in Japan. American Affairs Journal
  • Tencent Music dominates China with over 800 million users, while India shows explosive growth potential. Persistence Market Research

Last updated: 30 March 2026



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