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AI in China: Can Tencent See Off Alibaba and Baidu?

AI in China: Can Tencent See Off Alibaba and Baidu?

It may be China’s most valuable company, but to compete with Baidu, Alibaba and DeepSeek, tech giant Tencent is focusing on AI.

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OPTO
Mar 26, 2025
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AI in China: Can Tencent See Off Alibaba and Baidu?
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Key Takeaways

  • The Tencent share price is up more than 20% in 2025, but has pulled back despite strong Q4 earnings this month;

  • The WeChat owner has launched an upgraded version of its reasoning model, Hunyuan T1, to compete with rivals like DeepSeek, with further AI investments in the pipeline;

  • Both Baidu and Alibaba are also investing heavily in AI, but an…

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