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摘要
12 个月内让 AI 参与环节的内容占比达 30%，转码能耗降 20%，大模型训练成本同步压缩，预算与编制一次性到位，不再试点。
启动“AI 长片实验计划”，首批锁定科幻、古装两大高成本赛道，单片预算压至传统 60%，验证后立即在自制剧集+电影条线铺开。
腾讯 Q3 资本支出环比增 18%，70% 投向 AI 芯片与服务器，内部划出“专项 GPU 池”优先供给 OVBU 训练与推理。
把 AI 能力写进生产管线而非单点工具，力争一年内实现“AI 长片”规模化播出，借窗口期重塑上游制作报价与下游广告定价，抢占平台新排位。
近日，腾讯平台与内容事业群（PCG）旗下「在线视频业务单元（OVBU）」完成新一轮组织架构调整，正式设立新技术部，将 AIGC、转码及中台等核心视频技术资产悉数并入，直接向内容生产端前移，意在用算法驱动内容生成、用算力缩短创作周期。
接近腾讯人士透露，该部门定位为 “平台上游引擎”，后续将统一承接长短视频、广告、会员等多场景的 AI 研发与落地，年度预算与人力编制已一次性到位，不再走试点路线。
这是 OVBU 自 2021 年成立以来最大的一次技术侧升级。此前，其 AI 能力分散于各产品条线，此次整合后，原先汇报线不同的算法、工程、美术自动化团队被悉数收拢，形成 “模型—算子—应用” 闭环。
内部评估文件显示，新技术部将把大模型训练成本、视频转码耗时、动画资产复用率三项指标纳入季度 OKR，目标在 12 个月内让 AI 参与环节的内容占比提升至 30%，转码能耗降低 20%。
据雷峰网援引知情人士表述，OVBU 已启动 “AI 长片实验计划”，首批项目涵盖科幻、古装两条高成本赛道，单部实验片预算控制在传统同规格项目的 60% 以内，若验证成功，将在腾讯视频的自制剧集与电影条线全面铺开。
财务端亦同步倾斜。腾讯 2025 年三季报显示，公司当季资本支出环比增加 18%，其中七成用于 AI 芯片与服务器，内部已预留 “专项 GPU 池”，优先保障 OVBU 推理与训练需求。
业内分析认为，OVBU 此次把技术部抬至事业群一级资源池，相比其他平台仍停留在单点工具层面，OVBU 选择把模型能力写进生产管线，一旦跑通，腾讯视频可能率先在行业内实现 “AI 长片” 规模化播出，从而撬动上游制作公司、下游广告主的重新定价。
腾讯公司副总裁、OVBU 董事长孙忠怀上周已释放信号：AI 正在重新分配创作权，未来 12 个月将是 AI 长片窗口期。此番话被业内视为对新技术部按需成立的公开背书。若按其表述，窗口期时间只有一年，跑得快与慢，或将决定长视频平台新一轮排位。
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