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Alibaba Cloud

Alibaba Cloud
The latest news, analysis and opinion on Alibaba Cloud. In-depth analysis, industry insights and expert opinion.
A man walks past an Alibaba display featuring the Olympic rings outside an Alibaba office building in Shenzhen, Guangdong province, on Tuesday. Photo: Getty Images
Alibaba

Alibaba CEO signals capex boost as China tech giant forges full-stack AI path

Alibaba’s quarterly revenue arrived largely in line with estimates as the tech giant disclosed its first AI sales data, and in early US trading, the shares jumped 6%.

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US-China trade war

China and US in AI revolution race as tech rivals battle for global supremacy

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US-China tech war

AI | AI ecosystems in China and US grow apart amid tech war

Artificial intelligence

China’s Alibaba, ByteDance and Zhipu AI make the cut on Time’s first AI A-list

China’s leading AI firms earn global recognition as Time debuts a dedicated industry list dominated by US tech giants.

Time said Alibaba had emerged as a major global force in AI through its open-source push. Photo: Reuters
Artificial intelligence

Why Anthropic’s Mythos has energised China’s cybersecurity industry

Following the Mythos announcement on April 7, shares of major Chinese cybersecurity firms rose for several consecutive days.

Artificial intelligence

Alibaba opens Qwen app to partners with China Eastern Airlines tie-up

Company pledges more partnerships to expand the agentic capabilities of its flagship consumer chatbot app.

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Artificial intelligence

Open or closed? Moonshot AI keeps its code out in the open

Open-source push continues with Kimi K2.6, but pressure to monetise is nudging some Chinese AI firms behind closed doors.

Founder of Moonshot AI, Yang Zhilin, delivers a speech the 2026 Zhongguancun forum in Beijing, China, March 25, 2026. Photo: Tingshu Wang
Science

Semiconductors | China bets on RISC-V in global AI race

RISC-V, an open-source chip architecture, has gained popularity in China in reaction to widening US restrictions on exports of advanced technology.

Artificial intelligence

‘State-of-the-art’ models can struggle with basic office work, says AI executive

Advanced AI can ace Olympiad maths yet falters in routine office tasks as enterprises turn to smaller models for everyday use: David Meyer.

Artificial intelligence

How the rise of AI agents could finally make China’s open-source models pay

Free models helped Chinese firms find rapid success – but thin margins are forcing a shift towards hybrid business strategies.

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Illustration: Henry Wong
US-China trade war

‘Buy what they can, steal what they can’t’: US lawmakers slam China’s AI tactics

US lawmakers, experts accused Beijing of buying ‘what they can’ and stealing ‘what they cannot’ from America to advance their AI technology.

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Employees train AI service robots in a Southern Power Grid company laboratory in Guangzhou, Guangdong province, China, on Thursday. Photo: EPA-EFE
Artificial intelligence

Alibaba’s Qwen family captures over 50% of global open-source downloads: report

Qwen hits nearly 1 billion cumulative downloads, far surpassing rivals like Meta Platforms’ Llama and DeepSeek, researchers say.

Artificial intelligence

Alibaba cloud growth forecast to climb with AI push, higher charges: analysts

The company’s cloud and AI businesses are gaining speed, with token usage and pricing changes fuelling growth, analysts say.

Alibaba

Alibaba sets up top tech committee led by CEO to sharpen AI push

Restructuring brings core AI teams under tighter leadership as competition in China’s model and agent space intensifies.

Alibaba CEO Eddie Wu Yongming says the changes are aimed at accelerating Alibaba’s AI push. Photo: Handout
Artificial intelligence

Chinese AI giants pivot toward proprietary models to drive revenue, performance

This week, Alibaba released three proprietary models that were all accessible only via its official cloud platform or chatbot website.

People walk past the Alibaba Qwen booth at the Mobile World Congress in Barcelona, Spain, March 2, 2026. Photo: Xinhua
Artificial intelligence

Xiaomi, Alibaba ramp up AI recruitment amid global talent war

AI-related positions account for more than 80 per cent of Alibaba’s open roles, up from around 60 per cent last year.

Artificial intelligence

Alibaba to deploy AI ‘digital workforce’ for millions of merchants on Taobao, Tmal

OpenClaw frenzy accelerates shift to autonomous AI, as Alibaba equips merchants with always-on digital workers.

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Artificial intelligence

Top US AI conference apologises after sanctions policy sparks backlash in China

Organisers said they had gone beyond legal requirements after linking to a broader US sanctions list.

NeurIPS said it had gone beyond its legal obligations under US sanctions when outlining changes to its submissions policy earlier this week. Photo: Shutterstock
Artificial intelligence

AI rift widens as China urges boycott of top US conference over sanctions ban

Move to comply with US sanctions sparks backlash, with China’s top computing body threatening to blacklist the AI conference.

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US-China trade war

US panel credits China’s AI edge to open-source models, manufacturing dominance

American Congressional commission concludes China’s open ecosystem has seen performance gaps narrowed with top Western large language models.

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Alibaba

Alibaba targets US$100b in annual cloud, AI revenue despite results miss

T-Head, mentioned for the first time in the company’s earnings, has shipped more than 470,000 AI chips as of February.

Alibaba has positioned AI and cloud computing as its primary growth engines. Photo: AP
Artificial intelligence

Alibaba and Baidu lift cloud prices by up to 34% amid AI demand surge

The Chinese firms’ price increases are ‘a reasonable response to evolving market conditions’, says IDC China analyst Cui Tingting.

Alibaba Cloud led China’s AI cloud services sector in the first half of 2025 with a 36 per cent market share. Photo: Shutterstock
Artificial intelligence

Tencent and Alibaba quarterly earnings preview: key things to watch

Analysts expect steady growth, but investors will focus on AI strategy, capex and signs of monetisation at China’s tech giants.

Artificial intelligence

Alibaba reshuffles AI units into a new ‘Token Hub’ group, led by CEO Eddie Wu

Intended to increase AI coordination, the group will sit alongside Alibaba Cloud and the company’s e-commerce divisions.

Artificial intelligence

AI | AI to narrow China’s rural-urban economic divide

Farmers, schools and healthcare facilities in rural China are benefiting from policies designed to promote the use of artificial intelligence nationwide.

AI to narrow China’s rural-urban economic divide
Artificial intelligence

Chinese tech giants offer cheap, easy access to OpenClaw amid ‘lobster fever’

Shares of Hong Kong-listed MiniMax and Zhipu AI surge after launching OpenClaw tools.

OpenClaw was launched last year and acquired by OpenAI in February, sparking global hype. Photo: NurPhoto via Getty Images
Artificial intelligence

China lays out blueprint for AI, space internet and green energy in US tech race

Beijing’s infrastructure buildout strategy becomes a core focus of nation’s draft 15th five-year plan amid intense rivalry with Washington.

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Artificial intelligence

Alibaba recruits Google DeepMind contributor to join Qwen AI team: sources

Zhou Hao to join as head of post-training research, sources say, as technical lead Lin Junyang departs in reshuffle.

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