November 14, 2025 · 24-Hour AI Briefing: Tencent’s Solid Q3 Earnings, Amazon & Microsoft Back Chip Export Limits, and Tesla Tests CarPlay Integration
Summary:
Today’s AI and tech developments highlight three major themes: Tencent posts solid Q3 results but continues to lag in foundational AI, U.S. cloud giants support restricting advanced chip exports to China while NVIDIA pushes back, and Tesla is quietly testing CarPlay after years of resistance.
Regulation, competition, and user experience are all shaping the direction of the global tech landscape.
Tencent Reports Strong Q3 Results for 2025, but Its AI Strategy Still Lacks Depth
Tencent reported Q3 2025 revenue of RMB 192.9 billion, up 15% year-over-year, with net profit rising 19% to RMB 63.13 billion.
WeChat’s combined MAUs reached 1.414 billion (+2% YoY). QQ mobile MAUs fell to 517 million, down 8% YoY.
Domestic gaming revenue hit RMB 42.8 billion, and international gaming revenue reached RMB 20.8 billion, accounting for over 32.7%.
Advertising revenue grew 21% YoY to RMB 36.2 billion, driven by AI-powered optimization.
Commentary:
Tencent remains financially strong, offering a favorable report for investors. But QQ’s MAU decline to 517 million reflects weakening appeal beyond its younger demographic.
International gaming revenue passing 30% shows that Tencent’s global expansion is gaining traction.
However, in the foundational AI race, Tencent still lags behind: Baidu has Wenxin, Alibaba has Tongyi Qianwen, ByteDance has Doubao, and DeepSeek has surged in global visibility.
Tencent’s AI efforts remain centered on “advertising + AI,” with no flagship model leading public perception.
Facing its AI weaknesses, will Tencent follow Meta’s strategy and buy its way into competitiveness?
Amazon and Microsoft Support the Advanced AI Chips Act; NVIDIA Opposes Restricting Exports to China
Amazon and Microsoft publicly backed the Advanced Artificial Intelligence Chips Act, which aims to restrict companies like NVIDIA from exporting advanced semiconductors to China until U.S. domestic demand is met.
NVIDIA strongly opposes the bill, arguing that it would distort the market and harm long-term innovation.
Commentary:
For Amazon and Microsoft—leaders in cloud and AI infrastructure—their competitive edge lies in global data centers, software stacks, and model training platforms.
They are heavily investing in custom AI chips, and supporting the bill aligns with protecting U.S. leadership in compute access and potentially boosting adoption of their in-house chips.
By contrast, NVIDIA once received 20–25% of its data center revenue from China. Export limits could weaken one of its largest growth markets and create opportunities for emerging competitors.
This bill may accelerate fragmentation of the global AI supply chain. For NVIDIA, the risk lies not only in revenue loss but also in losing part of the ecosystem control it has built over a decade.
Tesla Internally Tests CarPlay After Years of Resistance, Signaling a Major Strategy Shift
Multiple sources report that Tesla is developing support for Apple’s CarPlay, with internal testing already underway. This is one of the most requested features among Tesla owners.
For years, Elon Musk resisted adopting CarPlay, criticizing Apple’s App Store policies and insisting on maintaining full control over Tesla’s in-car ecosystem.
Commentary:
Tesla’s CarPlay testing marks both a strategic pivot and a concession to user expectations.
Tesla has long sought to control its infotainment ecosystem, data flow, and app distribution—but as competitors across the industry embrace CarPlay, user pressure has intensified.
CarPlay remains the most widely used in-car interface among hundreds of millions of iPhone users, especially in North America and Europe.
Supporting it may be a logical move to boost Tesla sales and close the user experience gap versus rival automakers.
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