Chinese tech giant Tencent's quarterly revenue rises 15%, fueled by AI (www.cnbc.com)

Tencent reported a 15% year‑on‑year revenue rise for Q3 2025, delivering 192.9 billion CNY ($27.12B) versus analysts’ 189.2 billion projection and posting operating profit of 63.6 billion CNY (street: 58.01B). Management credited AI-driven improvements in advertising targeting and gaming for much of the uplift. The stock has surged about 56.7% year‑to‑date, and Tencent has been increasing capital expenditure to accelerate AI development and expand its cloud footprint into Europe. Technically, Tencent is pushing both proprietary and third‑party models: it operates its own foundational model Hunyuan while also integrating DeepSeek into some products, signaling a hybrid model strategy to commercialize AI across ads, game features, and cloud services. The company’s capex and European cloud ambitions position it as a challenger to AWS, Google Cloud and Azure, with implications for global cloud competition, data sovereignty and cross‑border AI productization. For the AI/ML community, Tencent’s results underline a clear monetization path for foundation models—better user targeting, gameplay personalization and platform services—and highlight intensified industrial deployment of LLMs beyond research into large‑scale, revenue‑driving systems.