"We believe these stepped-up investments will generate ongoing returns via uplifting productivity in our advertising business and longevity of our games, as well as longer term value from accelerated consumer usage of our AI applications and enterprise adoption of our AI services."
Investors are still watching out for how Tencent plans to monetize its AI investments, particularly on its consumer-facing products, like WeChat.
On that front Tencent is working with its own AI models, as well as with those of its rivals. The company has its in-house AI chatbot called Yuanbao, which is based on its own Hunyuan foundational model as well as DeepSeek's R1. Tencent has also sought to integrate DeepSeek's technology across some of its other products, including WeChat's search features in China.