春晚AI云伙伴：火山引擎AI入口“第二弹”

Core Viewpoint - ByteDance's Volcano Engine has been named the exclusive AI cloud partner for the 2026 Spring Festival Gala, marking the first time an AI cloud service provider has been involved in this event [1][6]. Group 1: Partnership and Collaboration - This partnership represents ByteDance's third collaboration with the Spring Festival Gala, following its sponsorship of Douyin in 2019 and 2021 [1][6]. - The introduction of AI technology into the Gala indicates a shift in ByteDance's focus from traditional traffic competition to AI technology infrastructure output [4][10]. Group 2: Market Strategy and User Engagement - The Spring Festival Gala serves as a significant platform for internet companies to capture user engagement, with previous collaborations leading to substantial increases in active user numbers [2][9]. - QuestMobile data shows that the active user base for AI-native apps has shifted, with Doubao leading at 155 million weekly active users, indicating potential for further penetration compared to Douyin's 800 million daily active users [5][11]. - ByteDance aims to replicate Douyin's success by positioning Doubao as a national "scene-based AI smart entry," targeting older demographics to balance its younger user profile [5][11]. Group 3: Technological Development and Future Plans - The collaboration highlights ByteDance's "B+C linkage" strategy, where Volcano Engine provides AI computing power and real-time rendering services, showcasing its enterprise-level technical capabilities [5][11]. - The partnership is expected to validate AI technology's stability in high-concurrency scenarios, paving the way for future solutions across various industries [5][11]. - In December, ByteDance launched the "Doubao Mobile Assistant" in collaboration with ZTE, intensifying competition in the AI entry space and signaling further developments in this area [12].