More than half of the domestic computing resources are allocated to the production of short dramas. When it comes to AI Token consumption, short dramas and video generation constitute over half of the total, emerging as the largest core consumption scenario and significantly outpacing software development. The domestic short drama industry is experiencing a surge, with projections indicating that China's micro-short drama market will capture nearly 80% of the global market share by 2025. Additionally, Chinese companies have secured a substantial foothold in overseas markets. AI has been seamlessly integrated throughout the entire industrial chain of micro-short dramas, with expectations that domestic AI-driven drama and comic drama production will surpass 1 million units by 2026. In the first eight months of this year alone, the number of micro-short dramas launched domestically has already reached 13 times the total from the entire previous year. Owing to their rapid turnover, high-definition requirements, and the necessity for repeated scene generation and screening, AI short dramas consume a significant volume of Tokens, thereby establishing industry barriers. The global short drama market is anticipated to exceed $100 billion by 2030, with the Chinese market accounting for approximately half of this figure, signaling an immense demand for computing power. Currently, China's large-scale models have topped the global rankings in weekly call volume for 24 consecutive weeks, with the top five globally called large models all hailing from China.
