I recently went to the Tencent Cloud Summit. It was a great opportunity to get updated on the frontiers of AI, cloud and digital China.

Here is my podcast on visit.

• Take-Aways from the Tencent AI Cloud Summit

The key talk was by Dowson Tong, CEO of Cloud and Smart Industry. And his two topics were intelligence and going international. Most of the below slides are from his presentation.

Here is the key slide (in 3 versions).

Those listed products are a good short list to pay attention to.

• YuanBao (detailed below)
• IMA (detailed below)
• QQ (browser)
• CodeBuddy
• Qidian (marketing cloud)
• LearningShare (detailed below)

Here are my take-aways.

Take-Away 1: Tencent Has Lots of Models and AI Is Going into Everything.

Tencent Cloud is really moving much faster in model development now. They were a bit slow last year (relative to rivals). But they aren’t now. They are developing models across the board. Large and small LLMs. Open and closed. And increasing they ae moving into VLA models (for robots).

Their big LLM suite is Hunyuan. Which is now paired with DeepSeek.

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And, unsurprisingly, the world’s largest gaming and tech company is launching 3D and open world models.

Their easy-to-use service for all this is the T1 platform.

Take-Away 2: I’m Mostly Focused on 7 Tencent Products

Here’s the short list I’m digging into.

• YuanBao
  • Their popular ChatGPT-like app is in the top five in China.
  • The other leaders are Doubao, Quark, DeepSeek, and Ernie Bot
• IMA knowledge base
  • Tencent Ima (Intelligent Matching & Application) functions as a centralized hub for a user’s knowledge. Think an intelligent, centralized repository for structured and unstructured knowledge. Kind of like a “Google” plus document management system (powered by AI). The core of Ima’s Q&A functionality is by Tencent’s own Hunyuan large model.
  • For individuals, Tencent Ima is designed as a personal knowledge assistant.
• Learnshare
  • This is primarily an interactive learning and community-driven knowledge sharing platform. Think of it as Tencent’s version of a corporate university or a sophisticated internal “YouTube for knowledge,” combined with social features.
  • It is used by +30k enterprises in knowledge management.

• QQBrowser. With AI. They said MAU is up 17x.
• Tencent Meeting, Tencent Docs, and E-Sign

• CodeBuddy. A coding service.

• Qidian. Tencent marketing cloud is being infused with AI. They say they have had 100M customer service responses this year.

Take-Away 3: Tencent Is Moving Fast in AI Agents. Keep an Eye on Yuanqi and CloudMate.

Agents are the big news of 2025. Here’s how Tencent is talking about them.

They break agents into 4 types. I like this approach.

• AI-Native Agents
  • Basically, lots and lots of standalone agents.
  • They are going into Yuanbao, IMA, QQ Browser QBot (developer assistant), AI Helper, Qi Dian marketing cloud intelligent body, CodeBuddy (for developers), TDAI, CloudMate (AI Office Assistant, TC DataAgent, MultiAgent.
• Applications + AI Agents
  • They are incorporating into their big apps.
  • Tencent Questionnaire, Tencent Documents, Tencent Conference, Enterprise WeChat, WeChat, QQ, YuanBao, Tencent map, Tencent News, Tencent Electronic Signature.
• Tailored AI Agents
  • Smart Cockpit, Intelligence questions, code development, smart marketing, intelligent customer service, AI Search, knowledge management, collaboration office.
• Industry + AI Agents
  • Specialized for media, travel, education, retail, medical, etc.
  • Specialized for CRM, OA, ERP, HR, etc.

The AI agents can be developed on their Enterprise Agent Development Platform and their Individual Agent Development Platform (Yuanqi). To date, there are 140+ premium MCP plugins, 600 features, LLM+RAG, and +12 prebuild models.

They also have Agent Runtime.

• This is an infrastructure solution for enterprises and developers. It includes a cloud sandbox for agents.
• Agents make compute less stable. With rapid rises and falls in computing resources. It helps to have a separate sandbox with greater flexibility and timely compute.

Also keep an eye on CloudMate, a specialized agent.

Take-Away 5: Tencent’s AI Use Cases Are Showing Operating and Financial Results

I like that Tencent is focusing on use cases within existing products / services. As opposed to longer, moon-shot programs.

They did announce some financial results:

• Marketing Services Revenue is up 20%.
  • Marketing Cloud is a big deal in terms of their revenue. That’s Qidian, where they are adding AI and AI Agents.
  • Precision marketing is boosting click-through rate.
  • Mini app and games are also getting increased click-through rates.
• Tencent Games Revenue is up 22%.
  • Accelerated content creation with GenAI tools.
  • Precise marketing with AI. Great.
  • Intelligence NPCs in games? I haven’t seen this matter much in practice.

Take-Away 6: Robots and Embodied AI Are Coming Next

This was a surprise.

Tencent Cloud is leaning into being an intelligence platform for robots. China has a vast ecosystem for manufacturing robots. But most all lack the software required for embodied intelligence. Enter Tencent.

Their program is Tairos, which is a project between Tencent Robotics X Lab and Futian Lab. They are creating open source and modular platforms for robotics partners to do model development.

This is going to be a big deal in China in the very near future. Note: Some of the robotics companies they work with (Unitree, Pudu, Paxini).

Paxini has pretty cool hands.

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That’s pretty much my summary. I put in some other photos and slides if you’re interested.

-jeff

Here are some slides from Coby Chiu, President of Tencent Cloud.

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I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.

I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.

I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.

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