Ejecutivos de Tencent explican en detalle la estrategia de IA: en la segunda mitad del año habrá más suministro de chips nacionales, la monetización en el lado C "aún está en una etapa temprana"

Golden Finance reports that on May 14th, according to The Paper, during a conference call, when discussing AI expenditure topics, Tencent executives stated that they see increasing demand for AI-related services from both internal products and external model users, “We previously guided that this year’s capital expenditure would increase compared to last year, and we are now more confident and certain about this guidance. We expect a significant increase in capital expenditure, with more domestically produced AI chips arriving month by month in the second half of this year.” Regarding the return on AI products, Tencent President Liu Ciping said that model training is essentially an investment in the future and may not generate immediate returns. But over time, capabilities will accumulate and help unlock many different business opportunities. Concerning the performance on the consumer side, Liu Ciping believes that in Western markets, paid service penetration is very high, and consumption levels are high. Subscription prices in Western markets are several times higher than similar services in China, whether for music or video services. China’s paid penetration rate is about single digits. When applying this to the Chinese market, based on a subscription model, the scale will not be as large. When a service must be supported by paid subscriptions, it is likely not a winner-takes-all business; multiple participants will exist in the market, each holding a certain market share and subscription volume. Additionally, regarding e-commerce or advertising as monetization methods, “we have already considered this, and it is still in the early stages. Even in the U.S. market with much higher eCPM, leading players have not yet launched very mature advertising models.” (Dongxin News)