中国互联网

Alibaba reports Q1 revenue up 7% YoY to ~$32.8B, below $33B est., and net income up 200%+ to ~$1.7B due to equity investment gains; BABA drops 5%+ (www.bloomberg.com)
2025-5-15 Alibaba Equity

Tencent reports Q1 revenue up 13% YoY to ~$25B, above ~$24.3B est., net profit up 14% YoY to ~$6.6B, below ~$7.3B est., driven by gaming business growth (www.cnbc.com)
2025-5-14 Tencent

Chinese drone company DJI unveils the €2,099 Mavic 4 Pro with a 360° rotating gimbal, and says it won't be available in the US at launch, a first for its drones (www.theverge.com)
2025-5-13 China Drone Qihoo

SoftBank reports Q4 net profit up 124% YoY to ~$3.5B, a surprise profit and above a ~$182M loss est., due to improving valuations of Alibaba, T-Mobile, and more (t.co)
2025-5-13 Mobile Alibaba 4Q

Alibaba's ZeroSearch Teaches AI To Search Without Search Engines, Cuts Training Costs By 88% (slashdot.org)
2025-5-9 Alibaba AI

Alibaba researchers detail ZeroSearch, a technique allowing LLMs to develop advanced search capabilities via simulation, claiming it cuts costs by up to 88% (venturebeat.com)
2025-5-9 Alibaba

Alibaba partners with RedNote, also known as Xiaohongshu, to allow users on RedNote to directly click on product links to shop on Alibaba's Taobao platform (www.reuters.com)
2025-5-8 Alibaba

Sources: Nvidia told ByteDance, Alibaba, Tencent, and others that it is tweaking its AI chips so they can be sold in China without breaching US export rules (www.theinformation.com)
2025-5-2 China Alibaba AI Tencent Nvidia

Alibaba releases Qwen2.5-Omni-3B, a scaled-down 3B-parameter variant of its flagship 7B-parameter multimodal model, designed to run on consumer PCs and laptops (venturebeat.com)
2025-5-1 Alibaba

DeepSeek quietly open-sources Prover-V2 AI, a math-focused, 671B-parameter model using mixture-of-experts, on Hugging Face, one day after Alibaba released Qwen3 (www.scmp.com)
2025-4-30 Alibaba AI Mathematics

Alibaba unveils the Qwen3 family of open-weight “hybrid” AI reasoning models, including Qwen3-235B-A22B, with 235B total parameters and 22B activated parameters (techcrunch.com)
2025-4-29 Alibaba AI

Baidu rolls out Ernie 4.5 Turbo and X1 Turbo, new versions of its flagship foundation and reasoning models, as it looks to take on Alibaba's Qwen and DeepSeek (www.bloomberg.com)
2025-4-26 Alibaba

Sources: Tencent Music is in advanced talks to buy Chinese podcasting startup Ximalaya in a $2.4B deal (www.bloomberg.com)
2025-4-26 China Startup Tencent

Source: ByteDance, Alibaba, and Tencent asked Nvidia to ship ~1M H20s, ideally by the end of May, but the actual number delivered fell short due to new US curbs (asia.nikkei.com)
2025-4-23 Alibaba Tencent Nvidia

Alibaba's AI assistant Quark surpassed ByteDance's Doubao to become China's most popular AI app in March, with ~150M and ~100M MAUs globally, respectively (www.scmp.com)
2025-4-13 China Alibaba AI

Sources: ByteDance, Alibaba, Tencent, and other Chinese companies placed $16B+ in orders for Nvidia's H20 chips in Q1 2025, ahead of a potential US sales ban (www.theinformation.com)
2025-4-3 China Alibaba Tencent Ban Nvidia

TTP: Apple's and Google's app stores host popular “private browsing” apps operated by Shanghai-listed Qihoo 360, sanctioned by the US in 2020 for military ties (t.co)
2025-4-2 Google Apple Shanghai Qihoo

Ubisoft Spins Out Subsidiary With a Billion-Dollar Investment From Tencent (slashdot.org)
2025-3-28 Tencent

Ubisoft carves out a unit, which includes Assassin's Creed, into a ~€4B subsidiary; Tencent will invest €1.16B to acquire a 25% stake in the new entity (www.bloomberg.com)
2025-3-28 Tencent

Alibaba releases open-source multimodal AI model Qwen2.5-Omni-7B on Hugging Face and GitHub, saying the model can be deployed on edge devices like smartphones (www.cnbc.com)
2025-3-27 Alibaba AI GitHub

BMW partners with Alibaba to use Qwen-powered AI cockpit tech from Alibaba-backed Banma in its upcoming car models for the Chinese market, rolling out next year (www.bloomberg.com)
2025-3-26 China Alibaba AI

Since DeepSeek-R1's debut, Chinese companies like Baidu, DeepSeek, Tencent, Ant, and Alibaba have been flooding the market with low cost AI services and models (www.bloomberg.com)
2025-3-26 China Alibaba AI Tencent

Alibaba's Tsai Warns of 'Bubble' in AI Data Center Buildout (slashdot.org)
2025-3-26 Alibaba AI

Alibaba Chairman Joe Tsai warns of a bubble in data center construction, saying the buildout may outpace early AI demand and is starting to look indiscriminate (www.bloomberg.com)
2025-3-25 Alibaba AI

Alibaba releases Qwen2.5-VL-32B, a 32B open model under Apache 2.0, claims better alignment with human preferences and math reasoning than earlier 2.5 VL models (simonwillison.net)
2025-3-25 Alibaba Mathematics

Alibaba Chairman Joe Tsai warns of a data center bubble, saying the buildout may outpace early AI demand and is starting to look indiscriminate (www.bloomberg.com)
2025-3-25 Alibaba AI

Tencent unveils Hunyuan T1, which leverages large-scale reinforcement learning to rival DeepSeek's R1 in both performance and pricing (www.scmp.com)
2025-3-23 Tencent

Tencent says it has slowed the pace of its GPU rollout since implementing DeepSeek, and that most of its GPU capex goes toward its ad and gaming businesses (www.theregister.com)
2025-3-21 Tencent

Tencent reports Q4 revenue up 11% YoY to ~$23.9B, vs. ~$23.4B est., profit up 90% YoY to ~$7B, vs. ~$6.3B est., and domestic game revenue up 23% YoY to ~$4.6B (www.cnbc.com)
2025-3-19 Tencent 4Q

Chinese firms like Alibaba, Baidu and DeepSeek are open sourcing AI models to bypass US curbs, decentralize development, and tap global talent for refinement (t.co)
2025-3-19 China Alibaba AI

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