TENCENT(HK:00700) Xin Lang Cai Jing·2025-12-17 10:37Core Insights - Tencent has announced an upgrade to its large model research framework, establishing new departments including AI Infra, AI Data, and Data Computing Platform to enhance its core capabilities in large model development [1] - Vinces Yao, a former OpenAI researcher, has been appointed as the Chief AI Scientist and will oversee the AI Infra and large language model departments [2][5] - The restructuring aims to focus on distributed training and high-performance inference services, providing technical support for large model algorithm development and business applications [1] Group 1 - The newly formed AI Infra department will focus on building technical capabilities for large model training and inference platforms [1] - The AI Data and Data Computing Platform departments will be responsible for constructing data and evaluation systems for large models and integrating big data with machine learning [1] - Vinces Yao's background includes significant contributions to AI Agent and task execution systems at OpenAI, highlighting his expertise in the field [2] Group 2 - Yao's insights suggest a shift in AI competition from merely training models to defining and evaluating useful tasks, emphasizing the importance of understanding user needs and measuring effectiveness [4] - He has indicated that while there is currently no monopoly on large model technology among top tech companies, finding a product form that converts research advantages into commercial benefits could create barriers [5] - Tencent's approach has been more cautious compared to competitors, focusing on strategic advancements rather than aggressive spending on model parameters [5]