Tencent Anchors AI Main Channel: Steady Increase in Investment!

HongKong.info
Technology
27 Jan 2026 02:12:11 PM
On January 26, 2026, Tencent Chairman Ma Huateng's speech set the tone for the company's new year strategy and reflected the competitive logic of domestic technology giants in the AI field.

Ma Huateng clearly pointed out that 2025 is the year of AI, and in the current fiercely competitive fields such as community group buying and food delivery, Tencent has chosen to shrink its non core front and highly concentrate its resources on the AI field, starting a new round of technological breakthroughs with a "steady and steady" pace. The architecture adjustment and recruitment of AI native talents around the hybrid big model further demonstrate Tencent's determination to deeply cultivate the AI track and build long-term competitiveness.

1、 Strategic focus: Abandoning the competition of diversity and betting on the core AI track

In the context of diversified industry competition, Tencent's strategic choices are particularly clear. Ma Huateng frankly stated that the current competition in the industry is wide-ranging, with resource consumption in areas such as community group buying and food delivery. However, Tencent adheres to its strategic determination and regards AI as the only key direction to increase investment. This decision stems from a long-term layout - since the industry winter of 2021, Tencent has streamlined its business and integrated resources to break free from the burden of non core businesses, providing confidence for continuous investment in cutting-edge fields such as AI.

Unlike some companies that adopt a diversified layout of "casting a wide net", Tencent's AI investment highlights the characteristics of "precise focus and deep penetration". From high-frequency AI keywords in financial reports, to the AI transformation of all business lines, and to the clear direction of core investment this time, Tencent is betting on the AI dividend with an "all in" attitude. This kind of determination stems from the judgment of the value of AI transformation, which is in line with the concept of "prioritizing long-term product competitiveness" and has embarked on a path of differentiation and steady progress.

Tencent Anchors AI Main Channel: Steady Increase in Investment!

2、 Architecture Refactoring: Hybrid Model Upgrade, Activate Organizational Efficiency

The core of AI competition is the dual competition of technology and organizational capabilities, and Tencent is accelerating its AI strategy through architecture adjustments. Ma Huateng revealed that the key structural adjustment of the hybrid model was completed last year, with the core goal of optimizing resource allocation, improving decision-making efficiency, and paving the way for the introduction of high-end talents and technological iteration. This adjustment is not simply a departmental merger, but rather upgrading the hybrid business to a company level main channel business, establishing a new core department to build a "algorithm+computing power+data" full chain R&D system, and breaking the bottleneck of dispersed R&D and lengthy decision-making.

The results of the architecture adjustment are beginning to show. At present, the hybrid large model has achieved full modal open source for images, videos, 3D, and text. Among them, the hybrid 3D world model, as the industry's first 3D generated open source model, has over 2.3 million downloads in the community and has become a popular 3D open source model worldwide. Architecture optimization has improved iteration efficiency and helped Hybrid achieve excellent results in international authoritative rankings, laying a solid foundation for the implementation of technology scenarios.

3、 Talent Challenge: Anchoring Native Talents and Building a Strong Technical Foundation

The essence of technological competition is talent competition, and Tencent is restructuring its AI talent matrix with diversified strategies. Ma Huateng made it clear that the company will not only increase the recruitment of fresh doctoral graduates, but also introduce AI native talents as the core, and strengthen research and development capabilities through team restructuring. AI native talents refer to top talents who have grown up in the wave of deep learning, possess big model thinking and practical experience. Their joining is expected to promote Tencent AI to achieve a leap from "following" to "leading".

To attract high-end talents, Tencent has launched a series of measures: the "Qingyun Plan" for top students provides high salaries and sufficient computing power; Establish flexible mechanisms for industry leaders, such as former OpenAI senior researchers obtaining "super permissions" and dual reporting qualifications to organize power endorsement technology routes. At the same time, through team rejuvenation and cross departmental collaboration, we aim to create an open and innovative atmosphere, maximize the value of talent, and inject vitality into AI research and development.

Keywords:
AI AI main channel
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