Alibaba

Sources: ByteDance and Alibaba both plan to release flagship AI models around China's mid-February Lunar New Year holiday, including ByteDance's Doubao 2.0 (www.theinformation.com)
7 hours ago China Alibaba AI

Alibaba's Cainiao logistics unit merges with Chinese robovan company Zelos, creating a business sources say valued at ~$2B with a fleet set to hit 20K+ vehicles (www.wsj.com)
9 hours ago China Alibaba Logistics

DeepSeek launches DeepSeek-OCR 2, an upgraded optical character recognition model that replaces OpenAI-developed CLIP framework with Alibaba's Qwen2-0.5b (www.scmp.com)
2 days ago Alibaba

Sources: China has told Alibaba, Tencent, and ByteDance that they can prepare orders for Nvidia's H200 chips, suggesting Beijing is close to approving imports (www.bloomberg.com)
6 days ago China Alibaba Tencent Nvidia

Sources: ByteDance boosted its cloud offering via more sales hires and lower prices; IDC: it had 13% of China's AI cloud market in H1 2025, behind Alibaba's 23% (t.co)
9 days ago China Alibaba AI

Sources: Chinese AI companies seek to rent compute in Southeast Asia and the Middle East for Nvidia Rubin access, as Zhipu and Alibaba warn of a widening US gap (www.wsj.com)
13 days ago China Alibaba Asia AI Nvidia Southeast Asia

Alibaba links Qwen to its online shopping and travel services, including Taobao, Alipay, Fliggy, and Amap, aiming to build a one-stop AI app for its 100M users (www.bloomberg.com)
14 days ago Alibaba AI Alipay

Sources: Chinese chip designer Montage, a Shanghai-listed company valued at $22B, plans a Hong Kong IPO that could raise $900M+, backed by Alibaba and JPMorgan (www.bloomberg.com)
15 days ago China Hong Kong IPO Alibaba JPMorgan Shanghai

China unveils rules banning major platforms like Alibaba from forcing merchants into discounts or practices seen as disrupting market order, effective February (www.bloomberg.com)
22 days ago China Alibaba

Sources: Alibaba's Amap will soon launch an AI tool to let restaurants render 3D images by just uploading videos or photos, in a bid to compete with Meituan (www.bloomberg.com)
24 days ago Alibaba AI

A Chinese hospital says Alibaba's PANDA AI tool has analyzed 180,000 CT scans and detected ~24 pancreatic cancer cases since its deployment in November 2024 (www.nytimes.com)
24 days ago China Alibaba AI

Report: China-based Moonshot AI, maker of Kimi models, raised a $500M Series C at a $4.3B valuation led by IDG Capital, with Alibaba and Tencent participating (www.scmp.com)
28 days ago China Alibaba AI Tencent IDG

Sources: Chinese AI startup MiniMax is seeking to raise $600M+ from its Hong Kong IPO, set for January 2026, and has secured Alibaba and the ADIA as backers (www.bloomberg.com)
30 days ago China Hong Kong IPO Alibaba Startup AI

A look at Chinese food delivery giant Meituan's subsidy war with Alibaba and JD.com, leading Meituan to a big Q3 loss and internal debate over global expansion (t.co)
2025-12-28 China Alibaba

Sources: ByteDance and Alibaba have asked Nvidia about placing large orders for H200 chips after Trump's export approval, as they remain concerned about supply (www.reuters.com)
2025-12-11 Trump Alibaba Nvidia

Users of ByteDance's agentic AI phone Nubia M153 report that its Doubao assistant is blocked or limited by Tencent's WeChat, Alibaba's Taobao, and other apps (asia.nikkei.com)
2025-12-8 Alibaba AI WeChat Tencent

Alibaba Technical Report: Qwen3-VL beats GPT-5 and Gemini 2.5 Pro on visual tasks and has 100% accuracy on “needle-in-a-haystack” tests for 30-minute videos (the-decoder.com)
2025-11-30 Alibaba

Meituan reports Q3 revenue up 2% to $13.4B and a $2.3B adjusted net loss, worse than $1.9B est., its first loss since 2022, amid a price war with JD and Alibaba (www.bloomberg.com)
2025-11-28 Alibaba

Alibaba starts selling Quark S1, its first smart glasses powered by its Qwen AI models, for ~$537 in China, and plans to release international versions in 2026 (www.bloomberg.com)
2025-11-27 China Alibaba AI

Sources: Alibaba and ByteDance are among the top Chinese companies training their latest LLMs in Southeast Asian data centers to access Nvidia's AI chips (www.ft.com)
2025-11-27 China Alibaba AI Nvidia Southeast Asia

Pentagon Cited Alibaba on China Military Aid in Oct. 7 Letter (tech.slashdot.org)
2025-11-27 China Alibaba Pentagon

In an October 7 letter, the Pentagon informed lawmakers that Alibaba, Baidu, and BYD should be added to a list of companies that aid the Chinese military (www.bloomberg.com)
2025-11-27 China Alibaba Pentagon

Delist Alibaba — And All Other China Companies (www.gatestoneinstitute.org)
2025-11-26 China Alibaba

Alibaba reports Q2 revenue up 5% YoY to ~$35B, vs. ~$34.5B est., Chinese e-commerce revenue up 16% YoY, and net income down to ~$3B, as it boosts cloud spending (www.bloomberg.com)
2025-11-25 China Alibaba

Alibaba says its Qwen app drew 10M+ downloads in the week after its relaunch, one of the fastest app adoption rates behind ChatGPT, particularly in China (www.bloomberg.com)
2025-11-24 China Alibaba

Sources: Salesforce's Slack tells customers in China, Hong Kong, Macau, and Taiwan that they must migrate their accounts to partner Alibaba before February (www.theinformation.com)
2025-11-20 China Hong Kong Taiwan Alibaba Salesforce Slack

WH national security memo: Alibaba provides tech support for China military's “operations” against targets in the US; Alibaba says it is “complete nonsense” (www.ft.com)
2025-11-15 China Alibaba

Alibaba halves Qwen3-Max prices, from $0.861 to $0.459 per 1M input tokens and $3.441 to $1.836 per 1M output tokens for API users, amid China's AI price wars (www.scmp.com)
2025-11-15 China Alibaba AI

Sources: Alibaba is renaming its AI app Tongyi to “Qwen”, aiming to make it more like ChatGPT, and adding agentic-AI shopping features for platforms like Taobao (www.bloomberg.com)
2025-11-13 Alibaba AI

JD.com says it had record sales during China's Singles' Day event, without giving transaction values, despite Chinese deflation; Alibaba hasn't released data (www.bloomberg.com)
2025-11-12 China Alibaba

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