Tencent built an empire on WeChat and gaming. Can it keep up in China's AI race?
As AI reshapes China's tech industry, Tencent faces growing competition from rivals and AI startups. But the Chinese conglomerate’s vast WeChat ecosystem and gaming business could still give it an edge. SHANGHAI/BEIJING: Like many people in China, Gu Jiu rarely goes a day without using WeChat. The Shanghai resident checks his unread messages and catches up on friends' posts on the app before leaving home. He uses WeChat Pay to buy his morning coffee
Tencent's Yuanbao chatbot had about 50 million monthly active users in June, far behind ByteDance's Doubao at 382 million, while investor concerns over its AI strategy weighed on its Hong Kong-listed shares.
Analysts quoted say it is hard to predict what will happen further down the road, and Tencent's WeChat AI efforts are early, so the competitive outcome remains unsettled.
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- JournalismCNA2026-11-04
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Truvace Impact Record TRV-2026-2373, v1: “Tencent built an empire on WeChat and gaming. Can it keep up in China's AI race?.” Truvace, 2026-11-05. /record/TRV-2026-2373 (accessed at citation time). sha256 ed12702f97b9ee94…
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