# Tencent

> Markdown twin of https://roboterminal.app/companies/tencent · https://roboterminal.app/companies/tencent.md

## On shared sources

- [Alibaba](https://roboterminal.app/companies/alibaba) (11)
- [DeepSeek](https://roboterminal.app/companies/deepseek) (9)
- [ByteDance](https://roboterminal.app/companies/bytedance) (8)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (7)
- [Baidu](https://roboterminal.app/companies/baidu) (3)
- [IDG Capital](https://roboterminal.app/companies/idg-capital) (3)
- [Unitree](https://roboterminal.app/companies/unitree) (3)
- [XPeng](https://roboterminal.app/companies/xpeng) (3)
- [Agibot](https://roboterminal.app/companies/agibot) (2)
- [CATL](https://roboterminal.app/companies/catl) (2)
- [CXMT](https://roboterminal.app/companies/cxmt) (2)
- [Gaorong Ventures](https://roboterminal.app/companies/gaorong-ventures) (2)
- [Huawei](https://roboterminal.app/companies/huawei) (2)
- [Lenovo](https://roboterminal.app/companies/lenovo) (2)
- [OpenAI](https://roboterminal.app/companies/openai) (2)
- [SMIC](https://roboterminal.app/companies/smic) (2)
- [Xiaomi](https://roboterminal.app/companies/xiaomi) (2)
- [Alibaba Group](https://roboterminal.app/companies/alibaba-group) (1)
- [Alicloud](https://roboterminal.app/companies/alicloud) (1)
- [Ant Group](https://roboterminal.app/companies/ant-group) (1)
- [Anthropic](https://roboterminal.app/companies/anthropic) (1)
- [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (1)
- [BYD](https://roboterminal.app/companies/byd) (1)
- [Enflame](https://roboterminal.app/companies/enflame) (1)
- [Galbot](https://roboterminal.app/companies/galbot) (1)
- [Gaorong](https://roboterminal.app/companies/gaorong) (1)
- [Hyundai Motor Group](https://roboterminal.app/companies/hyundai-motor-group) (1)
- [Innolight](https://roboterminal.app/companies/innolight) (1)
- [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1)
- [Meta](https://roboterminal.app/companies/meta) (1)
- [MiniMax](https://roboterminal.app/companies/minimax) (1)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1)
- [Oracle](https://roboterminal.app/companies/oracle) (1)
- [Qwen](https://roboterminal.app/companies/qwen) (1)
- [Samsung](https://roboterminal.app/companies/samsung) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)
- [UBTECH](https://roboterminal.app/companies/ubtech) (1)
- [X Square Robot](https://roboterminal.app/companies/x-square-robot) (1)
- [Zhipu](https://roboterminal.app/companies/zhipu) (1)

## Pulse

- [@tphuang on X](https://x.com/tphuang/status/2113222301978177558)
  Implication of such heavy hitters investing in DeepSeek is not only DS being used by these corporations on a large scale in their physical or digital products, but also additional data coming in for D…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2113141805583921355)
  China's AI stocks are getting HIT in Hong Kong today. The Hang Seng Tech Index fell about 4% to around 3,834, while the Hang Seng Index dropped almost 3%. According to Chinese media, AI model makers M…
- [@Newsforce on X](https://x.com/Newsforce/status/2113133289980531103)
  🇨🇳 Chinese AI company DeepSeek has reportedly raised nearly $15 billion in a major push to challenge American AI. The funding includes backing from Tencent, the company behind WeChat, and CATL, a le…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2113125696189112537)
  DeepSeek did not raise roughly $15 billion, about 100 billion yuan from CATL and Tencent, to build a better chatbot. That round is one of the largest in Chinese tech history, Bloomberg is calling it a…
- [@Scobleizer on X](https://x.com/Scobleizer/status/2112767094593044583)
  Wild. Why we can't get cheap NVIDIA cards. https://t.co/frFkm8HW3A
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112552393057746982)
  This is absolutely INSANE and another example of just how EXTREME demand for AI compute has become. According to Reuters, China's three largest technology companies, ByteDance, $BABA, and Tencent, hav…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112517865161007384)
  ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders US-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the ‌orders because demand…
- [@HumanoidAn on X](https://x.com/HumanoidAn/status/2109947930732036601)
  𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2109319657379279247)
  I think Gavin's correct. Open-weight models that compress frontier margins are positive for AI infra -- they don't shrink demand for compute. An example is after Deepseek R1, Tencent, Alibaba and Byte…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107846575552888892)
  China is about to unleash a 60x AI demand shock and it could create an entirely new group of stock market winners. JP Morgan expects China’s inference-token consumption to grow roughly 60-fold between…
- [@VaderResearch on X](https://x.com/VaderResearch/status/2102292551101186298)
  AgiBot is among the top 3 Chinese robotics firms alongside Unitree & Ubtech They have 44% of humanoid robot market share as of H1 26 with 8.4k shipped units Founder Peng Zhihui is an ex-Huawei gigabra…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098431872225132828)
  Chinese Nvidia challenger Enflame jumps 179% in Shanghai market debut Tencent-backed 'little dragon' raises $910m; tech stocks' post-IPO slumps draw scrutiny https://t.co/ENKDb2qzq8 via @NikkeiAsia
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097880778977816852)
  Alibaba’s AI ‘employees’ can now work in ByteDance, Tencent apps https://t.co/I1jL52AQ4V
- [@tphuang on X](https://x.com/tphuang/status/2097845934721826843)
  ByteDance alone is building 5-6 GW AIDC in Ulanqab. This increases AIDC capacity there by 40 to 50% Cost 800-960B RMB, so 160B RMB per GW or $22B. BD is battling Ali & Tencent for consumer app & work …
- [@pequityresearch on X](https://x.com/pequityresearch/status/2097107572100620524)
  "China's four major cloud service providers (CSPs), Baidu, Alibaba, Tencent, and ByteDance, are strongly requesting Long-Term Agreements (LTAs) from Samsung Electronics and SK Hynix" 👀👀👀 $DRAM $DIS…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096990589690519890)
  And then DeepSeek, Moonshot, Zhipu, Alibaba...then Tencent, Bytedance, Minimax, Xiaomi.... https://t.co/QlG3ehFkDq
- [@tphuang on X](https://x.com/tphuang/status/2096953419768684784)
  CXMT officially reports the start of its LPDDR6 production. 12800 Mbps top transmission speed 20% lower power consumption than LPDDR5X Comes only in 16 GB config - so just for premium phones so far It…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2096953129975824693)
  A model that optimizes its own training pipeline is a different kind of release. Hy4 is a 770B MoE with 49B active parameters and a 1M-token context, open-sourced by Tencent. The headline number most …
- [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
  Oops, something went wrong Skip to navigation Skip to main content Skip to right column Unitree Robotics stock soars 460% in Shanghai IPO debut Unitree Robotics stock soars 460% in Shanghai IPO debut·…
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093739174746611828)
  XPENG is putting serious money behind humanoid robotics. Its robotics business just raised more than $900 million, reaching a post-money valuation above $6.3 billion. The round was led by IDG Capital,…
- [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
  Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092133596098359762)
  XPeng's robotics unit raised over $900M at a $6.3B post-money valuation. Largest single-round private raise in China's embodied AI sector. IDG Capital led. Tencent, Alibaba, and Gaorong joined. Worth …
- [XPeng Motors humanoid robot unit Dogotix raises $900M - The Robot Report](https://x.com/ologicinc/status/2094455408803086387)
  The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share XPeng’s Dogotix unit is developing the IRON humanoid robot. Source: XPeng Like other global automakers, XPeng Motors is bra…

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Source: Roboterminal · https://roboterminal.app/companies/tencent.md