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.
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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