Kling Becomes Commerce Video Infrastructure

Kling’s advantage is not just better video generation, it is that Kuaishou already controls the place where merchants buy traffic and test creative. That means AI video can move straight into real ad budgets, seller workflows, and commerce campaigns instead of waiting for users to discover a standalone app. By late 2024, advertisers on Kuaishou were already spending more than RMB30 million per day on AIGC marketing materials, giving Kling a built in stream of paid demand and fast performance feedback.

• Kuaishou had this loop in place before Kling scaled globally. In Q2 2024, nearly 20,000 merchants were already using Kuaishou’s AI tools, and marketing clients’ peak daily spending on AIGC materials reached RMB20 million, showing that the ad and commerce base was already trained to buy machine made creative.
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• This is different from standalone AI video companies like Higgsfield, Runway, or OpenAI’s Sora. They still need to win distribution through subscriptions, creator communities, or external software integrations, while Kling can plug directly into Kuaishou’s own short video, editing, advertising, and merchant systems.
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• The practical benefit is a tighter learning loop. A merchant can generate product videos, run them as ads or commerce clips on Kuaishou, see which version gets clicks or sales, and feed that behavior back into the next round of creative. That is much closer to an ad operating system than a pure model API.
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The next phase is Kling becoming embedded deeper into merchant software, ad buying, and live commerce workflows, where the winning product is the one that helps sellers make and place more effective videos with less labor. If that continues, Kuaishou can turn AI video from a subscription tool into core infrastructure for commerce spend.