Tencent

Z.ai prices its most advanced model, GLM-5.1, 8% to 17% higher than GLM-5 Turbo, joining Alibaba and Tencent in raising prices as agentic AI demand surges

Luz Ding /Bloomberg:

A look at Tencent-backed Even Realities, which makes $600 G2 smartglasses with no cameras; Omdia says AI smartglasses shipments grew 322% YoY to 8.7M in 2025

Tencent reports Q4 revenue up 13% YoY to ~$28.3B, vs. ~$28.2B est., its fifth quarter of double-digit growth, driven by gaming and ads, as it bets on agentic AI

Tencent Holdings Ltd. posted a 13% rise in quarterly revenue, underscoring solid momentum in its core gaming and advertising units while it ramps up a bet on agentic AI.

Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, joining Tencent and Alibaba in racing to capitalize on agentic AI

Baidu Inc. is betting on the breakout success of OpenClaw to offset a decline in its core business.

Alibaba and Tencent are releasing new models and spending millions on “red envelope” freebies to woo users ahead of the Lunar New Year

HONG KONG — China's biggest AI companies are releasing new models and handing out “red envelope” …

Alibaba says it will spend ~$431M in a Lunar New Year campaign from February 6 to attract users to its Qwen AI app, above Tencent's ~$143.7M and Baidu's ~$71.8M

Alibaba (9988.HK) said on Monday it will spend 3 billion yuan ($431 million) to attract users to its Qwen AI app during the Lunar …

Sources: China has told Alibaba, Tencent, and ByteDance that they can prepare orders for Nvidia's H200 chips, suggesting Beijing is close to approving imports

Tencent is investing more in shooting games, traditionally dominated by Western players, after Delta Force was a 2024 hit in China and still attracts 30M daily

Bloomberg :

Chinese streaming giants iQiyi and Tencent are gaining on Netflix in Southeast Asia via original productions, free services with ads, and low-fee subscriptions

Nikkei Asia :

Z.ai, formerly known as Zhipu and which has raised $1.5B from Tencent and others, releases GLM-4.5, an open source AI model that's cheaper to use than DeepSeek

BEIJING — Chinese companies are making smarter artificial intelligence models that are increasingly cheaper to use …