Tencent

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Recent Articles about Tencent
Charts by Shane Burke
Sunday Insights

Behind the Sky-High Valuation of China’s AI IPOs

By Jing Yang and Qianer Liu · Jan 25, 2026 8:00am PST
China is letting AI and semiconductor startups go public at a furious pace. Since December, two developers of large language models and four designers of graphics processing units have listed on stock exchanges in Hong Kong and Shanghai, raising a total of over $4 billion. At least two more are in the pipeline. Kunlunxin, the chip arm of Baidu,... China is letting AI and semiconductor startups go public at a furious pace. Since December, two...
Outside ByteDance’s Beijing headquarters. Getty Images.
True Value

Why ByteDance’s Stock Should Rise After TikTok Deal Closes

By Anita Ramaswamy and Jing Yang · Jan 15, 2026 6:00am PST · 1 comment
In the group of highly valued tech companies that have remained private, SpaceX and China’s ByteDance may be the biggest. But SpaceX has already signaled it will go public this year. And now that ByteDance has resolved the yearslong fight over its TikTok app in the U.S., the way may be clear for the Chinese tech giant to go public in the next... In the group of highly valued tech companies that have remained private, SpaceX and China’s...
The Ant Group station at a conference in Shanghai. Getty Images.
Exclusive

Ant Builds a Mobile Payment Network as an Alternative to Visa, Mastercard

By Jing Yang · Jan 7, 2026 6:00am PST
Five years after the Chinese government quashed Ant Group’s plans for what would have been the world’s largest initial public offering, the Chinese fintech giant has built a fast-growing international business. That offshoot runs a global payment network for digital wallets that could one day be a formidable alternative to Visa or Mastercard. ... Five years after the Chinese government quashed Ant Group’s plans for what would have been the...
Clay CEO Kareem Amin. Photo courtesy of Clay.
Why Some App Developers View ChatGPT as an Opportunity, Not a Threat
By Stephanie Palazzolo · Dec 22, 2025 7:00am PST
Clay CEO Kareem Amin. Photo courtesy of Clay.
AI Agenda

Why Some App Developers View ChatGPT as an Opportunity, Not a Threat

By Stephanie Palazzolo · Dec 22, 2025 7:00am PST
When OpenAI in October announced “apps in ChatGPT,” allowing people to use external apps like Zillow or Spotify in ChatGPT—essentially bringing the apps’ core functions into the chatbot—some developers wondered if this would be a blow to consumer apps that would further separate them from their customers. That’s a fear DoorDash, for instance,... When OpenAI in October announced “apps in ChatGPT,” allowing people to use external apps like ...
Photo by Qilai Shen/Bloomberg via Getty Images.
Exclusive

Tencent Poaches ByteDance Researchers as China AI Race Heats Up

By Juro Osawa, Qianer Liu and Jing Yang · Dec 11, 2025 5:00am PST · 1 comment
Throughout the past couple of years, as AI fever swept China’s technology sector, one giant—Tencent—seemed to mostly be sitting on the sidelines. The company, which owns the hugely popular WeChat app, didn’t seem enthusiastic to win a fierce race in the country to develop cutting-edge AI models, competing with the likes of DeepSeek,... Throughout the past couple of years, as AI fever swept China’s technology sector, one...
Art by Clark Miller.
Exclusive

China Weighs Nvidia Chip Purchase in Emergency Meetings With Tech Companies

By Qianer Liu · Dec 10, 2025 2:00am PST
China on Wednesday gathered its biggest tech giants to discuss whether to allow them to buy Nvidia’s advanced H200 chips, as President Donald Trump’s recent decision to allow the export of the powerful hardware to the country suddenly complicated Beijing’s goal to become technologically self-sufficient. Officials convened a series of emergency... China on Wednesday gathered its biggest tech giants to discuss whether to allow them to buy...
Getty Images
Exclusive

ByteDance Challenges Alibaba’s Reign in China’s AI Cloud Market

By Juro Osawa · Dec 1, 2025 4:00am PST
ByteDance is best known in the U.S. as the owner of TikTok. In China, the tech giant is also becoming known as a major force in cloud computing—so much so that it is now threatening Alibaba Group, long the undisputed king of cloud services in China. In one sign of the intensifying rivalry, executives at Alibaba have started to focus on the... ByteDance is best known in the U.S. as the owner of TikTok. In China, the tech giant is also...
Art by Mike Sullivan.
China Is Slowly but Surely Breaking Free From Nvidia
By Qianer Liu · Nov 26, 2025 4:00am PST
Art by Mike Sullivan.
Exclusive

China Is Slowly but Surely Breaking Free From Nvidia

By Qianer Liu · Nov 26, 2025 4:00am PST
ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three people with direct knowledge of its purchases. Racing to secure computing power for its billion-plus users and fearing Washington might suddenly cut off supply, the TikTok parent hoarded its stock of the chips. ByteDance’s fears about a supply crunch... ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three...
Anthropic CEO Dario Amodei. Getty Images
The Briefing

Anthropic’s Cybersecurity Cause and Cure

By Martin Peers · Nov 13, 2025 5:00pm PST
If you listen to tech executives nowadays, AI can solve all of the world’s problems. OpenAI CEO Sam Altman likes to talk about AI’s potential to cure cancer. Elon Musk the other day promised that Optimus robots—AI in a hardware form—would “eliminate poverty” and prevent crime. But will AI cause almost as many problems as it solves? When it comes... If you listen to tech executives nowadays, AI can solve all of the world’s problems. OpenAI CEO...
Getty Images

China Fast-Tracks Tech IPOs to Counter US AI Rivalry

By Juro Osawa and Qianer Liu · Oct 29, 2025 8:00am PDT
The tech rivalry with the U.S. has made China take an unusual step: It is accelerating the pace at which startups go public in hopes of increasing investment in the tech sector. In recent months, securities regulators in China approved the public listings of two chip designers, MetaX and Moore Threads, in less than three months. Chinese... The tech rivalry with the U.S. has made China take an unusual step: It is accelerating the pace...
Art via Mike Sullivan
Exclusive

U.S. Loses Appeal for Chinese AI Researchers

By Juro Osawa and Qianer Liu · Sep 24, 2025 6:00am PDT
The U.S. artificial intelligence sector is so crowded with Chinese researchers that some joke the global AI race is between two groups of Chinese—those in the U.S. and those in China. That joke may soon feel a bit stale. A growing number of Chinese AI researchers and doctorate students in the U.S. are seriously considering moving back to... The U.S. artificial intelligence sector is so crowded with Chinese researchers that some joke the...