Group 1 - Major internet companies are reinvigorating their strategic investments in the AI sector, viewing it as a key competitive strategy in the evolving landscape of AI technology [1][3] - Alibaba has made significant investments in various stages of the AI industry chain, including energy supply for AI data centers and foundational AI infrastructure [3][5] - JD, Meituan, and Ant Group have also been actively investing in embodied intelligence projects, with JD making multiple announcements in a short period, indicating a shift in its investment strategy [3][7] Group 2 - Alibaba's investment strategy has evolved, focusing on a full-chain approach that includes upstream energy solutions and downstream applications, creating a closed-loop capability in AI [6][7] - Ant Group's investments are concentrated in the embodied intelligence sector, with a dedicated subsidiary established to develop robotic products for various applications [7][8] - JD's recent aggressive investments in embodied intelligence projects highlight its renewed focus on integrating these technologies with its existing data and cloud services [9] Group 3 - ByteDance has adopted a cautious approach to strategic investments, focusing on internal business alignment rather than aggressive external investments, while still maintaining an ambitious AI strategy [10][12] - Tencent's investment activity has been relatively subdued, with a focus on diverse sectors rather than a concentrated effort in AI, reflecting its traditional strategy of waiting for market maturity before making significant moves [13][14] - The differing investment strategies among these major companies illustrate their unique corporate structures, resource endowments, and risk appetites, all aiming to secure a competitive edge in the AI landscape [14]