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- 🎮 Tencent goes God Mode
🎮 Tencent goes God Mode
15% revenue jump powered by AI and gaming hits!

Welcome to SaaS Wire — your backstage pass to the hottest in software and services!
What we’ll cover today:
Tencent’s 15% revenue jump powered by AI and gaming hits
Ads get a 20% boost with AI targeting magic
Big bets on cloud to challenge US tech giants in Europe

Tencent, China’s tech titan, just had a big win. Thanks to new AI tricks and hit games, its revenue jumped 15%.
🚨Breaking News:
AI upgrades and blockbuster games like “Delta Force” and “PUBG Mobile” fueled Tencent’s Q2 surge to $25.7 billion revenue.
⚡Wire Simplified –
Domestic games revenue rose 17% with “Honor of Kings” and “VALORANT” leading the charge.
International games up 35%, boosted by “PUBG Mobile” and “Dune: Awakening.”
Ads revenue jumped 20% as AI improved targeting on Weixin.
Capital spending soared 119% to boost AI in gaming, ads, and social media.
Tencent eyes Europe’s cloud market to take on Amazon, Microsoft, and Google.
✔️Straight to the Point –
Tencent is doubling down on AI and gaming, because if you can win gamers’ hearts and advertisers’ wallets, you have basically won the internet.
☁️ Can Tencent compete with US cloud giants in Europe? |
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Cisco, the networking giant that keeps the internet running, beat Wall Street’s expectations and doubled its AI infrastructure orders this year.
🚨Breaking News:
Cisco’s Q4 revenue hit $14.67 billion, and AI hardware orders from big tech customers more than doubled the company’s $1B goal.
⚡Wire Simplified –
Earnings per share came in at 99 cents, topping expectations.
Networking revenue rose 12% to $7.63 billion.
Security revenue grew 9%, though slightly below forecasts.
Joined AI projects with Microsoft, BlackRock, OpenAI, and SoftBank in the Middle East.
Launched AI-ready switches and routers for heavy computing workloads.
✔️Straight to the Point –
Cisco is cashing in on the AI gold rush, because in the AI era even your Wi-Fi needs to be smarter.

Someone should make an AI data layer for Rails that works directly with ActiveRecord to understand all enums, all associations.
Devs already encode schema meaning into AR, so given codegen ability it would help AI agents do smarter queries directly on your system of record.
— Garry Tan (@garrytan)
6:53 PM • Aug 13, 2025
Here is how we are prioritizing compute over the next couple of months in light of the increased demand from GPT-5:
1. We will first make sure that current paying ChatGPT users get more total usage than they did before GPT-5.
2. We will then prioritize API demand up to the
— Sam Altman (@sama)
1:20 AM • Aug 12, 2025

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