Tencent to double its AI investment in 2026, betting heavily on Agent-based intelligent systems.

Tencent plans to at least double its AI investment to 36 billion yuan by 2026. Founder Ma Huateng stated that, inspired by the OpenClaw framework, Tencent will focus on developing "WeChat native AI agents," aiming to automate tasks such as hailing rides and booking hotels for its 1.4 billion users. Furthermore, the next-generation large-scale model, Hunyuan 3.0, is scheduled for release in April and will be gradually open-sourced. Management believes the agent craze sparked by OpenClaw will significantly boost demand for cloud computing power. Chief Strategy Officer Mitchell pointed out that tools running under the OpenClaw framework require extremely high computing resources, which has resulted in Tencent Cloud's computing power supply being scheduled for months or even years in advance.