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Kling AI Raises $3 Billion as Kuaishou Splits Strategy

Kling AI Raises $3 Billion as Kuaishou Splits Strategy

Kuaishou’s Kling AI raised nearly $3 billion at a post-money valuation of $18 billion, with Kuaishou’s stake falling to 68.33% and a potential Hong Kong IPO targeted by 2031. Despite strong revenue growth, Kling faces slowing momentum, talent departures, and intense competition from ByteDance’s Seedance and open-source video models.

Oracle’s Billion-Dollar AI Gamble

Oracle’s Billion-Dollar AI Gamble

Oracle 創辦人 Larry Ellison 正把公司從高利潤軟體企業,轉型為重資產 AI 基礎設施供應商,押注 OpenAI 等客戶對 GPU 與資料中心算力的長期需求。文章分析,Oracle 已大幅增加資本支出、借款與長期租賃承諾,雖然雲基礎設施收入快速成長,但也面臨現金流、信用評級與客戶合約履行風險。

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