Kuaishou Begins Developing Large Models and Multimodal Large Models Exceeding 100 Billion Scale


Hong Kong stock concept stocks related to large models rose strongly on May 29th, with Zhipu's stock rising more than 17% during the day leading the way, followed by MINIMAX-W with a rise of more than 6%. Analysts believe this upward trend reflects the attention and confidence of capital in the AI field.
Kuaishou's Q1 2025 financial report shows total revenue of 33.7 billion yuan, a slight 3.4% year-on-year increase, but adjusted net profit fell sharply by 26.3% to 3.4 billion yuan, with gross margin declining to 51.2%. Core data reveals dual pressures of 'main business growth peaking' and 'heavy AI investment,' leading to profit turning negative and weak core business growth.....
Kuaishou Group officially released the high-performance agent model SkyClaw-v1.0 and its lightweight version SkyClaw-v1.0-lite, supporting ultra-long context of up to one million tokens and multi-step task execution. It is applicable to complex tool calls, multi-turn tasks, and code generation scenarios, marking significant progress in the domestic large model's agent ecosystem and long-text processing capabilities.
Google updated its generated search governance guidelines in mid-May, officially classifying malicious manipulation behaviors in Generated Engine Optimization (GEO) as spam content. This move targets the challenge of "AI poisoning" in the era of large models, aiming to maintain the fairness of the search ecosystem by taking a stand against advertisers attempting to deceive "AI" by fabricating information.
The artificial intelligence venture capital market has been heating up recently. In the first quarter, there were nearly 600 financing activities in the global AI sector, with a total amount exceeding 110 billion yuan, representing a year-on-year increase of 185.4%. In May, the domestic market remained strong, with large model companies such as Moonshot and Stepwise Star receiving over 30 billion yuan in financing. The embodied intelligence sector also gained popularity, with startups such as Vite Dynamics and Lu Ming Robotics securing several billion yuan in financing within a week. Funds are flowing quickly into the market, and the enthusiasm remains high.