During Kuaishou Technology's second-quarter earnings call on August 21, 2025, Chief Financial Officer Jin Bing provided an update on the progress of the company's AI business, Kuailing. Jin Bing revealed that the annual revenue of Kuailing is projected to double its initial target set at the beginning of the year by 2025. This positive outlook has prompted the company to enhance its long-term investment in the AI division. To accommodate the burgeoning business needs, additional investment was allocated to Kuailing AI's inference computing power midway through the year, with related Capex investments anticipated to double in 2025.

Jin Bing emphasized that while the overall AI investment by the Group will slightly impact the full-year profit margin by approximately 1% to 2%, the company remains steadfast in its commitment to maintaining a stable year-over-year adjusted net profit margin for the entire fiscal year.