对话腾讯集团副总裁李强：价格战让企业陷入竞争瓶颈 AI是创新提效的核心引擎

Core Insights - The global economy is facing multiple risks such as economic fluctuations, trade barriers, and supply chain disruptions, leading to increased costs and shrinking profits for companies, which are now in a dilemma of revenue growth without profit [2] - Embracing AI is seen as essential for companies to achieve efficient growth in a competitive global landscape, with a recommendation for businesses to adopt a cautious approach when integrating large models [2] AI Application Growth - AI applications are experiencing explosive growth, with China's average daily token consumption increasing from 1 trillion at the beginning of 2024 to over 30 trillion by mid-2023, a growth of over 300 times in just 18 months [3] - Tencent's R&D investment rose by 17% year-on-year to 20.25 billion yuan, while capital expenditure surged by 119% to 19.11 billion yuan in Q2 [3] AI Infrastructure Investment - Tencent plans to continue investing in AI infrastructure to support both its own business applications and customer needs, viewing AI as a fundamental infrastructure akin to utilities [3] - The competition in large models is described as a marathon, with Tencent committed to long-term strategies rather than short-term losses [3] International Expansion - Tencent Cloud's overseas customer base has doubled in the past year, making it one of the fastest-growing segments for the company, with plans to invest $150 million in a data center in Saudi Arabia [4] - The expansion of Chinese cloud providers is aimed at supporting domestic companies going global and catering to local overseas clients [4] Competitive Landscape - The technological gap between domestic and international cloud computing providers is narrowing, with Chinese firms benefiting from unique supply chain advantages [5] - Tencent emphasizes a long-term, sustainable business model over engaging in price wars, focusing on improving operational efficiencies to build competitive advantages [5]