Tencent's Q2 2026 Earnings Call: Three-Layer AI Strategy — Intelligence, Applications, Infrastructure — Shows Traction

Tencent Holdings reported Q2 2026 revenue of 204.8 billion yuan, with fintech and enterprise services up 9%. On the earnings call, Chairman Pony Ma laid out a three-layer AI strategy spanning intelligence, applications, and infrastructure, citing Hunyuan Hy3, WorkBuddy, and CodeBuddy as proof points.