# cloud profitability

Tencent’s AI Push Goes From Labs to Ledger: Strong 2025 Results Mask a Strategic Pivot on Compute, WeChat Agents and ‘Shrimp’ Apps

Tencent’s 2025 results showed healthy revenue and profit growth while signalling an intensifying corporate pivot to AI. Management plans to double AI investment this year, is privately testing a major new foundation model, and is deploying AI across games, advertising and cloud, but is constrained by GPU supply and faces tough productisation and privacy challenges for a future WeChat agent.