Sea Ltd. has formed an AI investment team under the president’s office to evaluate startup deals globally and support internal and external AI projects, as it looks for growth beyond ecommerce.

The group is led by longtime executive Endong Zhang, who also oversees newer teams studying how Sea can use AI.

The effort builds on the strategy Sea outlined in February, when it expanded its Google partnership to develop AI tools across ecommerce, digital entertainment, and digital financial services.

The move comes as Sea manages growth across its three main businesses: Shopee, Garena, and Monee.

In the fourth quarter of 2025, Monee’s revenue grew 54.3% year on year to US$1.1 billion, while Sea’s net income rose 72.9% to US$410.9 million.

Investors are watching for new growth drivers after Sea’s shares fell more than 45% from their September 2025 high and dropped about 23% on March 3, after the company’s earnings missed expectations and its 2026 guidance pointed to continued pressure on margins.

🔗 Source: Bloomberg