Tencent’s AI Isn’t Just Hype—It Cut Game Dev Time by Half

While others talk about AI agents, Tencent is already shipping games faster: Delta Force now updates every 2–3 months, down from 6+.

Its shooters aren’t just hits—they’re becoming platforms, with AI teammates that learn your playstyle and UGC tools that let anyone train bots.

Meanwhile, Tencent Cloud quietly won GoTo in Indonesia—not by being the biggest, but by being cheaper and locally built.

Profit quality is rising, yet the stock trades at an 8-year low P/E.

(One Chart to Understand below 👇)

One Chart to Understand

@TigerStars

Tencent upgrades large model R&D architecture, former OpenAI researcher Yao Shunyu joins as chief AI scientist

On December 17, 2025, Tencent announced the upgrade of its large model research and development structure, establishing an AI Infra Department, an AI Data Department and a Data Computing Platform Department, and comprehensively strengthening the large model research and development system. Yao Shunyu, a former OpenAI researcher, serves as the chief AI scientist of the CEO/President's Office, and concurrently serves as the head of the AI Infra Department and the Large Language Model Department, reporting to Tencent's top management.

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