ZTE held an AI Cloud Computer Experience Day event in Beijing and announced during the event a deep strategic cooperation with Tencent, set to launch a new AI cloud computer product equipped with Tencent's native AI assistant Work Buddy. The news quickly triggered a chain reaction in the capital market. On June 4, after the opening of the market, ZTE's A-shares and H-shares both rose sharply, with the A-shares rising over 5% to 38.5 yuan during the day, and the H-shares peaking nearly 8% at 29.12 Hong Kong dollars, reflecting the strong confidence of the market in the joint expansion of the AI application ecosystem by both parties.
The core highlight of this collaboration lies in the deep integration of "software and hardware integration." Relying on its own technical accumulation in cloud infrastructure, terminal computing power, and cloud computer architecture, ZTE has introduced Tencent's native Work Buddy, endowing cloud computers with stronger intelligent office and multimodal interaction capabilities. This move is not only a key step in ZTE's layout of AI terminals, but also signifies that large model applications are accelerating from the cloud to more specialized scenario terminals.
Currently, the AI boom is driving the restructuring of software and hardware ecosystems. Embedding native AI assistants deeply into cloud computers can significantly enhance users' multi-task collaboration experience and work efficiency, further expanding the value boundary of cloud office terminals.
Against the backdrop of the global AI application entering an explosive phase and tech giants accelerating their competition, the partnership between a leading telecommunications equipment company and a top internet enterprise marks the beginning of the race for ecological positioning in the second half of AI. As subsequent products are launched, this "hardware platform + native AI ecosystem" cooperation model is expected to inject new momentum into industry computing power accessibility and enterprise digital transformation.
