可灵AI海外“屠榜”、国内强敌环伺背后：月收入飙至1.4亿元
Mei Ri Jing Ji Xin Wen·2026-01-15 13:41

Core Insights - Kuaishou's Keling AI has accelerated its commercialization, achieving a monthly revenue of approximately 140 million RMB (around 20 million USD) by December 2025, with an annual recurring revenue (ARR) running rate of 240 million USD (approximately 1.68 billion RMB) [1][2] - The rapid growth in revenue is attributed to increased demand for video generation models and Kuaishou's continuous investment in computing power [2][3] - The competition in the domestic video generation sector is intensifying, with major players like Alibaba Cloud and ByteDance launching competing products [1][4] Revenue Growth - Keling AI's revenue increased from 150 million RMB in Q1 2025 to 140 million RMB in December 2025, indicating a significant acceleration in its commercialization efforts [2][4] - The contribution of paid subscriptions from P-end users, including video creators and marketers, accounted for nearly 70% of Keling AI's revenue [4] Technological Advancements - Kuaishou has made substantial investments in computing power to enhance Keling AI's capabilities, focusing on both inference and training power to maintain technological competitiveness [2][3] - Keling AI has released several innovative products, including the "Keling O1" multimodal video model and the "Keling 2.6 model," which features audio-visual synchronization [4][5] Market Competition - The competition for P-end users is heating up, with Alibaba Cloud's new "Wanshang 2.6" model and Volcano Engine's "Seedance 1.5 Pro" model being launched around the same time as Keling AI's advancements [4][5] - The new models from competitors are designed for professional video production and image creation, indicating a robust competitive landscape [5] Future Directions - Kuaishou aims to expand Keling AI's user base by targeting C-end users and integrating social interaction into its product offerings [6] - The company is exploring ways to simplify the user experience and lower barriers to entry for broader adoption of AI technologies [7]