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China tech giant Tencent bets on AI agents

  • Tencent Holdings on May 18 said fourth-quarter revenue rose 13% to 194.4 billion yuan, driven by strong gaming demand and growth in AI services.
  • Gaming strength came from new and evergreen titles, with domestic gaming revenue recently rising 5% to 38.2 billion yuan and international gaming revenue surging 32% to 21.1 billion yuan, Tencent's gaming arm said.
  • AI features across WeChat and services supported ad growth, with online advertising revenue climbing 17% to 41.1 billion yuan, aided by AI-enhanced ad targeting.
  • The company plans to accelerate AI investments funded by Tencent's gaming arm after beating quarterly profit forecasts, with Ma Huateng saying 'We sustained healthy growth rates in 2025'.
  • Full-Year revenue reached 751.8 billion yuan , and Tencent plans cloud computing expansion into Europe and Middle East data centres despite not disclosing cloud revenue separately.
Insights by Ground AI

25 Articles

Lean Right

The Chinese tech giant Tencent has provided surprisingly strong figures. Driven by the AI boom and successful video games, sales and profits increased significantly.

·Düsseldorf, Germany
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Lean Right

China's Internet giant announced on Wednesday its intention to integrate AI agents into its application, which will be able to perform concrete tasks, such as sending e-mails or booking airline tickets.

·Paris, France
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  • 55% of the sources are Center
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South China Morning Post broke the news in Hong Kong on Wednesday, March 18, 2026.
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