【Reported by Xinhua News Agency, Securities Daily】Since February 2026, the AI social track has witnessed explosive growth, with technology enterprises worldwide ramping up their layouts. Among them, Tencent has stood out with the impressive performance of its strategic AI product “Yuanbao”. Its new AI social form “Yuanbao Pai” has launched an internal test with rapid user scale growth, while linking core products within its ecosystem to build an all-scenario AI social matrix, becoming a core focus in the current AI social field. Meanwhile, enterprises such as Shengtian Network are also accelerating the global rollout of their AI social products. Coupled with the rise of fully AI-autonomous social platforms worldwide, this has driven a crucial leap in global AI social interaction from “tool assistance” to “ecosystem restructuring”. Relevant developments have been continuously tracked and reported by authoritative media such as Xinhua News Agency and Securities Daily.

Core Breakthrough: Tencent’s “Yuanbao” Sees Soaring User Scale, New AI Social Form Launched

On February 18, 2026, Tencent officially released the latest user data of its strategic AI-native product “Yuanbao”, attracting widespread attention in the industry. Data shows that “Yuanbao” has exceeded 50 million daily active users (DAU) and 114 million monthly active users (MAU), with a user growth rate far exceeding the industry average, making it one of the products with the largest user scale in the global AI social field. One day earlier, the Yuanbao Spring Festival Activity Report released by Tencent showed that the total number of lucky draws at the Spring Festival main venue exceeded 3.6 billion, and users completed more than 1 billion AI tasks through the “Creation” column, highlighting users’ high acceptance and participation in AI social functions.

As the core carrier of Tencent’s AI social layout, “Yuanbao” integrates Hunyuan Large Model and DeepSeek core technologies. It not only has the efficient auxiliary functions of conventional AI assistants but also focuses on innovative breakthroughs in social scenarios. Earlier this year, Tencent launched an internal test of a new AI social scenario, introducing the new AI social form “Yuanbao Pai” through “Yuanbao” to create a “social space” with AI participation in interaction. Users can independently create or join a “Pai”, invite friends from WeChat and QQ to participate together. In the social scenario, they can let AI participate in chats, liven up the atmosphere, perform basic tasks, and obtain personalized recommendations such as movies and music through AI, achieving a new “human-machine collaboration” social experience.

Tencent stated that “Yuanbao” is in a stage of rapid iteration, having completed 159 function updates within 21 days. It will continue to optimize the AI social experience and further deepen its linkage with the Tencent ecosystem in the future. Currently, the AI capabilities of “Yuanbao” have been fully integrated into dozens of Tencent’s core applications, including QQ Music, Tencent Meeting, WeChat Official Accounts, and Video Account comment sections, covering key scenarios such as social interaction, office work, and content consumption. This forms an “AI + all-scenario” social ecosystem closed loop, allowing AI social interaction to penetrate into all aspects of users’ daily social life, rather than being limited to a single product.

Ecosystem Linkage: Building an All-Scenario AI Social Layout Based on Core Product Matrix

Tencent’s layout in the AI social field is not limited to the single product “Yuanbao”, but relies on the huge user base of core social products such as WeChat and QQ to build a comprehensive and multi-level AI social ecosystem. On the one hand, content platforms such as Official Accounts and Video Accounts provide rich underlying data support for “Yuanbao”, enabling AI to more accurately understand user preferences and provide personalized social recommendations and interactive services. On the other hand, the social relationship chains of WeChat and QQ provide natural traffic entrances for AI social scenarios such as “Yuanbao Pai”, lowering the user participation threshold and achieving rapid user accumulation.

Industry analysts believe that Tencent’s core advantage lies in the dual empowerment of “AI technology + social ecosystem”. Compared with other enterprises focusing on a single AI social scenario, Tencent can quickly penetrate AI capabilities into existing users with the help of the user stickiness of its existing social products, and create a differentiated AI social experience through cross-product linkage. For example, users can directly call the AI functions of “Yuanbao” in WeChat chats to achieve intelligent replies and topic expansion; in QQ Music, AI can recommend friends and social topics based on users’ music preferences, realizing the AI empowerment upgrade of “music + social interaction”.

At the same time, Tencent is also actively exploring the commercialization path of AI social interaction, planning to deeply integrate AI capabilities with businesses such as advertising and content creation. Currently, the AI creation function of “Yuanbao” has attracted a large number of users to participate. Users can generate copy, pictures and other content through AI and share them on social platforms, which not only enriches the social content ecosystem but also provides new possibilities for advertising placement and content monetization.

Industry Pattern: Multi-Party Participation in the Game, Diversified Development of the AI Social Track

With Tencent’s accelerated layout in the AI social field, the global AI social track has formed a diversified pattern of “leading giants supplemented by small and medium-sized players”. In addition to Tencent, enterprises such as Shengtian Network are also actively promoting the R&D and global rollout of AI social products. Its AI-native music social APP “Geimai”, launched in 2023, has achieved key breakthroughs in fields such as emotional analysis, speech recognition, and text integration of multi-modal models, and has been integrated with mainstream large models such as DeepSeek, MiniMax, and Doubao AI.

On February 25, 2026, Shengtian Network revealed on its interactive platform that the company has officially launched the global rollout process of two AI social-related products. Among them, the web-based AI role-playing social product and the web-based AI music tool product have been launched on the global market and are currently in the revenue growth stage. In the future, Shengtian Network plans to continuously expand its global AI product matrix based on the technical capabilities of the VRACE AI middle platform and combined with the localized needs of users in different regions around the world, covering multiple high-potential fields such as image generation and editing, and video generation and editing.

In the global market, the AI social track is also showing an explosive trend. Recently, Silicon Valley programmers launched MoltBook, a fully AI Agent social network, which has become the world’s first AI-autonomous digital public space—humans can only watch, while AI Agents can independently post, interact, and form a community and public opinion ecosystem. Within 48 hours of its launch, it has attracted 100,000-level intelligent agents and 10 million-level users to watch, triggering intense global discussions on AI autonomy and social ethics. In addition, enterprises such as Anthropic and Alibaba have also followed up, launching industry intelligent agents, AI life agents and other products, promoting the extension of AI social interaction from “human-machine collaboration” to “AI autonomous social interaction”.

Opportunities and Challenges: AI Social Interaction Restructures Experience, Ethics and Compliance Become Key Issues

The rapid development of AI social interaction has not only restructured the interactive mode of traditional social interaction but also brought new development opportunities to the industry. According to industry forecasts, with the continuous iteration of AI technology, “AI avatars” will become the core form of future social interaction. Everyone may have multiple AI avatars for work, social interaction, consumption, etc., replacing humans to complete repetitive and tedious social activities, and promoting the improvement of social efficiency and experience upgrading. The layout of enterprises such as Tencent and Shengtian Network has precisely seized this industry trend and seized the development dividends of “AI + social interaction” in advance.

But at the same time, AI social interaction also faces many challenges. On the one hand, the decisions of AI Agents are unexplainable and their behaviors are uncontrollable, which may breed false information, algorithmic bias and other problems. Especially fully AI-autonomous social platforms are prone to form closed digital public opinion fields, which are divorced from human value constraints. On the other hand, AI social interaction involves core issues such as user privacy and data security. How to regulate the collection and use of user data by AI and define the responsibility boundary in AI social interaction have become key compliance issues that the industry urgently needs to solve. In addition, Shengtian Network also clearly stated that the current global AI products are still in an early stage, and it is expected to have little impact on the company’s overall revenue. The industry still needs to go through long-term market cultivation and technological iteration.

Future Outlook: Driven by Technological Iteration, AI Social Interaction Enters a Refined Development Stage

As of February 26, 2026, Tencent’s “Yuanbao” is still continuously iterating its AI social functions, and the internal test scope of “Yuanbao Pai” is gradually expanding; Shengtian Network’s global AI social products are advancing steadily, and will focus on localized operations in the future; global fully AI social platforms such as MoltBook are also constantly optimizing the interactive capabilities of AI Agents and exploring sustainable development models. Industry analysts predict that within the next six months, the AI social track will usher in a new round of technological iteration and product upgrading, and the core competition focus will shift from “user scale” to “experience optimization” and “compliance development”.

With the gradual improvement of regulatory policies and the continuous maturity of technology, AI social interaction will gradually enter a refined development stage. On the one hand, enterprises will pay more attention to the personalization and scenarioization of AI social interaction, and create differentiated product experiences combined with the needs of different user groups. On the other hand, the industry will gradually establish unified ethical norms and compliance standards, balance technological innovation and risk prevention and control, and promote the healthy and sustainable development of AI social interaction. The continuous layout of giants such as Tencent will further drive the technological progress and ecological improvement of the industry, and promote AI social interaction to truly integrate into human daily life and become one of the core forms of future social interaction.

News Source and Data Source Description

• Core news events (Tencent “Yuanbao” user data, “Yuanbao Pai” internal test): Xinhua News Agency (February 18, 2026) [4];
• Shengtian Network’s AI social products and global rollout progress: Securities Daily (February 25, 2026) [5];
• Relevant developments of the fully AI social platform MoltBook: 21st Century Business Herald (February 11, 2026) [1];
• Tencent “Yuanbao” iteration data and ecosystem linkage information: Xinhua News Agency (February 18, 2026) [4];
• AI social industry trends and forecasts: 21st Century Business Herald (February 11, 2026) [1], Securities Daily (February 25, 2026) [5].