腾讯云负责人谈腾讯 AI 业务转向企业市场的长期布局
Tencent’s Cloud Boss Plays Long Game to Fix ‘Leaky’ AI Ship
彭博报道，腾讯创始人马化腾今年夏天把公司的 AI 业务形容为“漏水的船”；在腾讯难以追上 DeepSeek 后，云业务负责人汤道生提出把重心转向企业客户。
彭博报道称，马化腾今年夏天曾将腾讯的 AI 事业形容为“漏水的船”。在 ChatGPT 之后的竞争中，腾讯一度难以追上 DeepSeek。随后，腾讯云负责人汤道生提出调整方向，把业务重点转向企业客户。报道将这一选择描述为腾讯重整 AI 业务的一项长期策略。
对 AI 行业的影响
推断：转向企业客户意味着腾讯可能更多依托云服务和既有企业关系变现，而非只在消费级模型上争夺注意力；这条路径能带来更明确的付费场景，但成效取决于产品集成、客户采用和与同业云厂商的竞争。
原文参考
来源：Bloomberg Technology · 2026-10-29
When Pony Ma called Tencent Holdings Ltd.’s AI endeavor “a leaky ship” this summer, the billionaire founder sent ripples through a company that for years dominated the industry with WeChat. The social media and gaming leader was at the time struggling to catch the likes of DeepSeek in the post-ChatGPT age. One of his key lieutenants, Dowson Tong, came up with a surprising answer: let’s retool to focus on businesses.