Tencent: AI capabilities fully open and fully compatible with mainstream domestic chips.

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Tencent is comprehensively opening up its technological capabilities accumulated in the field of artificial intelligence and announced that its cloud infrastructure has completed adaptation to mainstream domestic chips.

On September 16, the 2025 Tencent Global Digital Ecosystem Summit was held. Tang Daosheng, Senior Executive Vice President of Tencent Group and CEO of the Cloud and Smart Industries Group, stated that “seeking industrial efficiency from intelligence and revenue scale from globalization” has become the two core drivers of corporate growth. Tencent will create two efficiency engines: "intelligentization" and "globalization," to help enterprises achieve steady and sustainable growth.

The company released the “Tencent Cloud Smart Agent Strategy Panorama”, covering development platforms, application scenarios, and infrastructure, and launched a number of new products and upgrades such as the Hunyuan 3D 3.0 base model and the ADP 3.0 Smart Agent Development Platform, aiming to accelerate the adoption of "practical AI" in various industries.

For the market and investors, a key development is Tencent's statement regarding computing power. Qiu Yuepeng, Vice President of Tencent Group and President of Tencent Cloud, announced that Tencent has fully adapted to mainstream domestic chips. This move aims to provide high-performance, cost-effective AI computing power by integrating different types of chips through a full-stack optimization strategy of software and hardware collaboration, to address the current highly concerned computing power supply challenge.

Behind this series of measures, AI has become Tencent’s new revenue growth engine. According to the financial report, Tencent’s To B business revenue in the second quarter of 2025 achieved double-digit growth, reaching 55.5 billion yuan. By fully opening up its technological accumulation and practical experience, Tencent Cloud hopes to extend AI capabilities from its internal business genes to external empowerment tools, bringing efficiency improvement and business growth to enterprise customers.

"Intelligentization Engine": Comprehensive Opening of AI Capabilities and Scenarios

The core of Tencent's strategic upgrade this time is to build an “intelligentization engine”, turning AI from a concept into actual productivity. To this end, Tencent officially released the “Tencent Cloud Smart Agent Strategy Panorama,” fully opening up its development platforms, application scenarios, infrastructure, model capabilities, and partner ecosystem.

On the technology product front, Tencent Cloud released a number of upgrades. The Smart Agent Development Platform (ADP) 3.0 was launched globally, helping enterprises efficiently build agents through iterations of frameworks such as LLM+RAG and Workflow. Meanwhile, to bring agents to production, Tencent released the Agent Infra solution “Agent Runtime,” which provides execution engines and cloud sandbox capabilities. The core component, the cloud sandbox, boasts a startup speed as fast as 100 milliseconds and supports concurrent tens of thousands of instances.

At the base model level, the newly launched Hunyuan 3D 3.0 model has three times the modeling precision of the previous generation, with a geometric resolution of 1536³. Tang Daosheng said Tencent will focus on being “people-oriented," building “practical AI” to serve people in scenarios, meet needs, and improve efficiency.

Computing Power Breakthrough: Full Adaptation to Mainstream Domestic Chips

Faced with the global surge in demand and potential supply bottlenecks for AI computing power, Tencent has clarified its response strategy. At the event, Qiu Yuepeng, Vice President of Tencent Group and President of Tencent Cloud, announced that Tencent has now fully adapted to mainstream domestic chips and is actively participating in and giving back to the open-source community.

Meanwhile, full-stack optimization of software and hardware collaboration is Tencent Cloud’s long-term strategic investment. Through software capabilities of heterogeneous computing platforms, different types of chips are integrated to provide high cost-performance AI computing power externally.

AI Has Become a Growth Gene: Significant Achievements in C-end Applications and B-end Efficiency Improvement

Tencent disclosed data showing that AI has achieved significant results in the company's internal C-end and B-end businesses. On the C-end, the AI-native application “Tencent Yuanbao” ranks among the top three domestically in daily active users (DAUs) with daily question volume now equivalent to a month’s total at the start of this year. The AI monthly active user number for QQ Browser has increased 17.8 times compared to April.

On the B-end, AI is driving quality improvement and efficiency across businesses. Users of AI functions in Tencent Meeting grew 150% year-on-year in the past year; Tencent E-sign can reduce the review time of simple contracts to 1 minute through “AI smart review”; in R&D, code assistant CodeBuddy has taken on 50% of the new code generation work internally, reducing overall coding time by 40%. These internal efficiency experiences underpin Tencent's confidence in opening AI capabilities to the industry at large.

"Globalization Engine": Accelerating International Business, Doubling Overseas Customers

Parallel to “intelligentization” is the “globalization” engine. Tencent Cloud is upgrading its internationalization strategy from three directions: infrastructure, technology product, and service capabilities. Data shows that over the past year, the number of overseas customers served by Tencent Cloud has doubled year-on-year; over 90% of Chinese internet enterprises and 95% of leading gaming companies going global have chosen Tencent Cloud.

On the infrastructure side, Tencent plans to invest $150 million to build its first Middle East data center in Saudi Arabia, and build a third data center in Osaka, Japan. On the product side, the Smart Agent Development Platform ADP and the code assistant CodeBuddy have launched international versions. Tencent Cloud’s “Superapp as a Service” and other unique products have also been adopted by international enterprises such as the GoTo Group and Charoen Pokphand Group.

Tang Daosheng shared that this year Tencent Cloud is continuing to ramp up infrastructure construction, with the pace of overseas deployments leading domestic cloud providers, completing multiple product and feature upgrades, and fully adapting to the global technology ecosystem. Over the past three years, Tencent Cloud international business has maintained high double-digit growth, with the number of overseas customers doubling year-on-year. More than 90% of Chinese internet companies and over 95% of top gaming companies have chosen Tencent Cloud for global expansion, such as Indonesia’s GoTo Group, Thailand's Charoen Pokphand, as well as Chinese industry leaders like Meituan Keeta, Midea, and Pop Mart.

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