AI Business of Tiangang Surpasses $800 Million in ARR, CEO Zhou Yahui Warns: Failing to Embrace AI Fully Will Lead to Obsolescence

Deep News14:21

The AI business of Tiangang, under Kunlun Tech, has achieved a historic milestone in the second quarter of 2026: the Annual Recurring Revenue (ARR) for its AI Native models and product business has exceeded the $800 million mark. Specifically, the ARR for its AI short-drama platform surpassed $700 million, while the ARR for its AI tools business broke through $100 million.

Concurrently, Tiangang AI's short-drama platform, DramaWave, has officially completed its transformation into a fully AI-native operation. Currently, over 80% of newly published content on the platform is generated by AI, signifying that Tiangang AI is leading the global short-drama industry into the era of AI-native content.

Over the past two years, the global AI industry has seen cumulative funding exceed one hundred billion dollars, with large model capabilities undergoing leapfrog development. However, compared to technological breakthroughs, achieving scalable commercialization has consistently been the most significant challenge facing the entire sector. In this context, Tiangang AI has taken the lead in establishing a complete closed loop, spanning from model capabilities and product portfolios to commercial revenue: its video generation large model SkyReels, music generation large model Mureka, and game world model MatrixGame have successively topped international authoritative rankings. It has formed a comprehensive product matrix covering content production, creation tools, entertainment platforms, and game world construction, establishing a genuine and continuously growing revenue system through products like DramaWave, Skywork, and Mureka. Its core business has maintained double-digit quarter-on-quarter growth for multiple consecutive quarters.

Zhou Yahui, founder and CEO of Tiangang AI, stated: "AI is transitioning from a technological revolution to an industrial revolution phase, moving from the laboratory to real users, and from models to revenue. We believe that every internet platform, every content industry, and every software product will be redefined by AI in the future. Going all-in on AI does not guarantee success, but failing to go all-in on AI will inevitably lead to being left behind by the times."

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