TMTPost twin reports

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072026-11Tencent's AI catch-up and the robot rental price war: two industry threadsTwo TMTPost reports on Nov 7 focused on Tencent's accelerated AI catch-up and price competition in robot rentals. Tencent is catching up through large models and product rollouts, without disclosing specifics; robot daily rental rates have fallen below 1,000 yuan even as platforms pile in, reflecting a shift in the commercialization path for embodied intelligence. The two threads together frame Big Tech AI competition and the business models behind robot deployment.钛媒体