With the rapid advancement of artificial intelligence technology, the global film and television industry is entering a profound productivity revolution. Recently, streaming giant Netflix and domestic industry leader iQiyi have independently accelerated their layouts in the AI field, showcasing a new vision of the integration of technology and art.

Netflix: Layout "Native AI" Animation, Experimenting with Long Films

Hollywood's trendsetter Netflix has recently been reported to have officially established an internal studio called "INKubator." This studio is positioned as an "artist-led AI incubator," with its core mission being to explore the creation of animated short films and specials using generative AI technology. Unlike previous practices where AI was only used as a supplementary tool, INKubator aims to build a full-chain "GenAI-native" workflow from development, visual presentation, production, to post-production. Although it is currently in the stage of short film experiments, Netflix has clearly stated its long-term goal—to gradually expand the AI workflow to longer content and further optimize its vertical short-form platform's content supply through this layout.

iQiyi: AI-driven Cost Reduction and Efficiency Enhancement, Building a "Super AI Organization"

On the other side of the ocean, iQiyi is also experiencing a critical breakthrough during its transformation. According to the latest Q1 2026 financial report, iQiyi's revenue reached 6.23 billion yuan. Faced with fluctuating performance, founder Gong Yu clearly identified AI as the core engine for future growth, aiming to reconstruct the content production chain through AI to achieve significant cost reduction and efficiency enhancement.

The professional film and television production platform "Nadu Pro" under iQiyi has quickly become a connector of the industry ecosystem since its commercial launch on April 20. Data shows that the number of active creators on the platform has exceeded 10,000 and has deeply supported over 100 iQiyi original projects. iQiyi is trying to build a decentralized "AI + Film and TV + X" industrial ecosystem through Nadu Pro, not only covering content production but also further connecting commercial orders and overseas markets in the future, allowing creators to more conveniently achieve a commercial closed loop.

Industry Outlook: Opportunities and Competition in the Billion-Dollar Market

From Hollywood to China, major film and television companies' logic for increasing investment in AI is highly consistent: under the context of high computing power and content costs, AI is the only "breakthrough point." Institutions predict that the market potential for AI animation micro-short dramas is huge, with the scale expected to exceed 85 billion yuan by 2030.

However, this is not simply a technological upgrade, but a deep reshaping involving industrial processes, copyright, artists' rights, and the creative ecosystem. As giants like Netflix and iQiyi become increasingly active in the AI field, the film and television industry is accelerating away from the traditional "heavy asset, long cycle" model toward a new era of "high efficiency, personalization" empowered by AI. This competition is not only about who has more powerful AI tools, but also about who can first build truly competitive content productivity within a decentralized ecosystem.