Corporate Investment in Generative AI as Low as 1%, MenloVentures Report Reveals Industry Trends


AI technology is developing rapidly, and the gaming industry is undergoing changes. Generative AI brings new opportunities and challenges, and companies such as Microsoft and Amazon are adjusting resources to focus on AI applications. Game developers have different attitudes toward this, and the industry's future remains uncertain.
European AI company Mistral AI launches the full-stack production platform Mistral AI Studio, providing enterprises with secure, transparent, and scalable AI solutions. The platform integrates model deployment, monitoring, and optimization features, and is built on EU-based infrastructure to address data sovereignty and compliance challenges for multinational companies, enabling full-stack observability of AI decision-making.
The University of Science and Technology of China and ByteDance jointly launched an end-to-end long video generation model that can directly generate high-quality videos with a duration of minutes, 480p resolution, and 24fps, supporting multi-shot switching. The core innovation is the underlying algorithm MoGA, a novel attention mechanism designed to tackle the challenges of long video generation, marking a key breakthrough in domestic video generation technology.
Netflix clearly defines the role of AI in its latest financial report: positioning generative AI as an assistant tool to enhance film production efficiency, rather than as the main content creator. The CEO emphasized that outstanding works still require artists to take the lead, with AI serving only as a technological support to enhance the creative experience.
According to IDC reports, China's AI IaaS market size reached 19.87 billion yuan in the first half of 2025, increasing by 122.4% year-over-year. Among them, generative AI IaaS performed outstandingly, with a scale of 16.68 billion yuan, growing by 219.3%; the other AI IaaS market shrunk by 14.1% to 3.19 billion yuan. Cloud service providers continue to strengthen their investment in AI infrastructure.