2026-07-23
Alibaba Is Doing the Math, Tencent Is Paying Tuition: A PM's Read on the Big-Tech AI Split
Both poured 100 billion yuan into AI. In Q1 2026, Alibaba's cloud AI revenue crossed 30% of external revenue for the first time, while Tencent lost about 8.8 billion yuan. But Tencent wasn't idle either — WorkBuddy became the No.1 office agent. From a product manager's angle, here's the split between the two AI strategies, and where they go next.
