TENCENT(HK:00700) Shen Zhen Shang Bao·2025-05-17 20:11Core Insights - Tencent is significantly increasing its investment in AI to accelerate the digital economy in the Greater Bay Area, having established multiple computing power centers and partnered with over 2,000 partners to serve 220,000 clients across various sectors [2][3]. Investment and Development - Tencent's R&D investment in the first quarter of this year grew by 21% year-on-year, reaching 18.9 billion yuan, focusing on foundational large models, computing power, development tools, and application layers [3][4]. - The company is committed to a dual strategy of self-research in core technologies and embracing advanced open-source AI development [3][4]. Digital Services and Education - Tencent Cloud has developed several digital services for public welfare, such as the "Yue Province Affairs" and "Ride Code," facilitating over 10 million enterprises in Guangdong to conduct business without certificates [3]. - The company collaborates with universities like Shenzhen University to promote digital education and has established AI teaching platforms covering 1,500 primary and secondary schools [3]. Computing Infrastructure - Tencent has set up multiple data centers in the Greater Bay Area, including Guangzhou, Qingyuan, and Shaoguan, to provide foundational computing support for industrial upgrades [4]. - The Tencent Cloud TI platform offers comprehensive services for developers, covering data acquisition, processing, model training, evaluation, and deployment [4]. Robotics and Intelligent Technology - Tencent has released several leading-edge robots and possesses a full-chain service capability for embodied intelligence, providing one-stop services from GPU computing power to application adaptation [4]. - The company collaborates with leading firms in the field of robotics, focusing on breakthroughs in areas such as robot brain training and intelligent control [4].