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How China’s Kunlun is turning AI into cash
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How China’s Kunlun is turning AI into cash

From AI chips to global apps, China’s Kunlun Tech shows what commercial AGI at scale can look like

May 08, 2025
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China Innovation Watch
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How China’s Kunlun is turning AI into cash
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  • Q1 2025 revenue hits $2.42 billion, up 46% year-on-year

  • 94% of revenue came from international markets

  • AI short drama platform DramaWave hit $120M ARR, 30M+ downloads

  • AI productivity platform Skywork.ai to launch globally in mid-May

  • Kunlun's AI chip unit nears mass production after key R&D breakthroughs

A new phase of AI commercialization

Kunlun Tech is no longer just another Chinese tech company betting on AI—it’s rapidly becoming the one to watch.

Its 2025 Q1 earnings report, released April 28, delivers one message with clarity: the company's aggressive AGI and AIGC strategies are entering a lucrative new phase.

Revenue surged to RMB 1.76 billion ($2.42 billion), up 46% YoY, with an enviable 69% gross margin. But behind the numbers is a story of full-spectrum AI execution—from foundational chips to generative content engines and international consumer platforms.

Global-first, by design

Of that Q1 revenue, RMB 1.67 billion—or 94%—came from international markets, signaling Kunlun’s position as perhaps China’s most successful AI exporter.

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