TENCENT(HK:00700) Feng Huang Wang·2025-12-17 10:10Core Insights - Tencent has upgraded its large model research architecture by establishing new departments, indicating a strategic focus on enhancing its AI capabilities [1][2] - The recruitment of top AI talent, including Yao Shunyu from OpenAI, signifies Tencent's commitment to strengthening its position in the global AI competition [1][3] Group 1: Organizational Changes - Tencent has formed the AI Infra, AI Data, and Data Computing Platform departments to bolster its large model research and core capabilities [1][2] - Yao Shunyu has been appointed as the Chief AI Scientist and will oversee the AI Infra and large language model departments [1][2] - The AI Infra department will focus on distributed training and high-performance inference services, while the AI Data and Data Computing Platform departments will handle data and evaluation systems [2] Group 2: Talent Acquisition - Tencent is actively recruiting top AI researchers, including poaching talent from ByteDance with offers of double salaries [3] - Yao Shunyu's recruitment has already led to the acquisition of additional talent from various AI firms [3] - The company is offering salaries 50% above industry standards to attract fresh PhD graduates [3] Group 3: Competitive Landscape - The ongoing recruitment efforts reflect the intense global competition for AI talent, with Tencent aiming to solidify its standing in the industry [3] - Despite previous advancements, Tencent is still in the exploratory phase regarding model development, indicating room for growth [3]