Stock Markets July 10, 2026 12:26 AM

Tencent in advanced talks to become Manus’ largest shareholder after Beijing forces Meta reversal

Deal talks aim to unwind Meta’s purchase at the same $2 billion valuation, with Tencent taking the biggest minority stake

By Derek Hwang
Share
Twitter Reddit Facebook LinkedIn
META

Tencent, together with ZHenFund, HSG and Manus’ own management, is negotiating to unwind Meta’s acquisition of Chinese AI firm Manus at the original $2 billion valuation. Discussions are ongoing, could bring in new investors, and are taking place after Chinese authorities ordered the reversal of the deal as part of a push to keep control of leading domestic AI companies.

Tencent in advanced talks to become Manus’ largest shareholder after Beijing forces Meta reversal
META
Summarize with
ChatGPT Perplexity Claude Grok Gemini

Key Points

  • Tencent, ZHenFund, HSG and Manus’ management are negotiating a deal to unwind Meta’s acquisition at the original $2 billion valuation.
  • Discussions could involve new investors, while previous backers such as Benchmark are unlikely to participate.
  • The move follows a regulatory order from Beijing to reverse Meta’s December acquisition of Manus and reflects China’s effort to retain control over domestic AI companies.

Tencent is in talks to become the largest shareholder in Manus after Beijing ordered Meta’s acquisition of the Chinese artificial intelligence startup to be reversed, according to people familiar with the negotiations.

Representatives of Tencent, venture backer ZHenFund, HSG and Manus’ management are discussing a transaction that would unwind Meta’s purchase while preserving the deal’s $2 billion valuation, these people said. The conversations are ongoing and could expand to include additional investors, though some former backers are expected to sit out the transaction.

Sources told reporters that U.S. venture capital firm Benchmark, which previously backed Manus, is unlikely to take part in the current talks. Despite Tencent’s anticipated emergence as the single largest investor in the proposed arrangement, it would remain a minority shareholder rather than a controlling owner.

Manus rose to prominence in early-2025 after launching its namesake AI agent, a system reported to carry out complex tasks autonomously. That profile helped attract Meta, which completed an acquisition of the company in December and initially integrated Manus into its operations.

In April, however, Chinese authorities ordered the reversal of Meta’s purchase, part of a broader move in Beijing to maintain domestic control over leading artificial intelligence firms. Reports earlier this week indicated regulators were also considering measures that could restrict foreign access to advanced Chinese AI models.

Following the regulatory reversal, Meta has separated Manus’ operations from its own business. Separately, the Facebook owner unveiled a new AI model, Muse Spark 1.1, on Thursday, describing it as its strongest model yet for agentic tasks and coding work. The timing of that release came as discussions continue over Manus’ ownership.


Sectors impacted - Technology, AI development, venture capital and cross-border investment flows.

Risks

  • Regulatory uncertainty - Beijing’s reversal of the Meta-Manus acquisition demonstrates ongoing regulatory scrutiny that could affect deal completion and investor participation, impacting the technology and venture capital sectors.
  • Investor participation - With some former backers unlikely to join the new financing, the pool of capital supporting Manus may be constrained, which could influence the structure and terms of any transaction and affect market confidence.
  • Operational separation - Meta has already separated Manus’ operations after integrating the company, creating potential operational and transition risks that could affect the AI development and product roadmaps for both Manus and Meta.

More from Stock Markets

Aker BioMarine posts modest Q2 revenue gain as krill oil demand lifts ingredient sales Jul 10, 2026 StrongPoint Q2 Revenue Falls as ESL Partner Exit Drags Nordic Sales Jul 10, 2026 Kitron Posts 72% Revenue Gain as Defense and Aerospace Demand Strengthens Jul 10, 2026 OpenAI and Google Provided AI Services to Singapore Units of Pentagon-Listed Chinese Tech Firms, FT Says Jul 10, 2026 UBS Guidance Triggered Large Withdrawals from Blue Owl Retail Credit Fund Jul 10, 2026