编辑｜冷猫 在外界感知中，腾讯在 AI 领域的动作更多被贴上稳健甚至克制的标签。 但在 2025 年的尾声，从人才引进到产品迭代再到组织变革，一系列密集信号的发出，也侧面表明这个巨头正在按下加速键。 12 月 17 日，机器之心报道证实， 前 OpenAI 研究员、清华校友姚顺雨（Vinces Yao）正式加入腾讯 ，出任「CEO / 总裁办公室」首席 AI 科学家，并直接向腾讯 总裁刘炽平汇报。 姚顺雨曾在其博客中探讨过 AI 发展的「下半场」逻辑，强调智能体与认知架构的重要性。如今，随着这位在 ToT（思维树）、ReAct 等领域做出突破性工作的青 年科学家入局，并统管 AI Infra 与大语言模型两大核心部门，腾讯 AI 的战略路径已经比较清晰： 通过顶尖研究与扎实工程的深度咬合，为用户打造真正好用的 AI 。 持续补强模型能力 上层应用的繁荣，很难离开底层基础模型的支撑。 此次架构调整中，新成立的 AI Infra 部被置于关键位置，负责构建大模型分布式训练、高性能推理服务等核心能力。 在模型层，腾讯混元此前一段时间已经展现出强劲的迭代能力。最新发布的混元 2.0 在复杂指令遵循和文本创作上表现国内 ...

Core Insights - The emergence of the Model Context Protocol (MCP) is reshaping the AI landscape, providing a standardized interface for large models and clients to efficiently access external data sources and tools, thus enhancing the capabilities of AI agents [1][16] - Major tech companies like Baidu, Alibaba, Tencent, and ByteDance are actively developing the MCP ecosystem, which is transforming the development paradigm of AI applications and the competitive dynamics of the tech industry [1][16] Group 1: MCP Overview - MCP is likened to a universal connector for AI applications, enabling seamless integration with external tools and data sources, significantly improving development efficiency and operational costs [2] - The protocol allows for a modular approach to AI development, where developers can easily assemble complex functionalities by utilizing various external services [2] Group 2: Company Strategies - Baidu is rapidly advancing in the MCP space, launching multiple MCP servers for e-commerce and search functionalities, thereby enhancing developer capabilities and application intelligence [3][5] - Alibaba is building a comprehensive MCP ecosystem through its Baidian MCP platform, offering over 50 pre-configured services and integrating core applications like Alipay and Gaode Map to create a robust collaborative environment [5] - Tencent focuses on integrating MCP within its WeChat ecosystem, facilitating the incorporation of AI capabilities into social and payment applications, thus enhancing user experience [7] - ByteDance's Coze Space is emerging as a strong player by leveraging MCP to create a powerful AI agent platform capable of automating complex tasks through external tool integration [9] Group 3: Future of MCP - The MCP ecosystem is still in its early stages, with competition among companies centered on ecosystem development, but differences in implementation may lead to fragmentation [16] - As the standardization of MCP progresses and the demand for interoperability increases, there is potential for collaboration and integration among different MCP ecosystems [16] - The evolution of MCP will likely incorporate new technologies such as quantum computing and blockchain, expanding its capabilities and applications [16]