#Alibaba
15 articles with this tag

The 'But China' Excuse Is Wearing Thin
The Ezra Klein Show tests the 'but China' rationale for racing to superintelligence with Carnegie fellow Matt Sheehan.

AI Capital Race: Nvidia Earnings, SoftBank & Alibaba
Nvidia's earnings, SoftBank's OpenAI investment, and Alibaba's AI race funding are driving the global capital race in AI.

Nvidia Faces Price Hikes Amid AI Chip Demand Surge
Nvidia's AI servers face price hikes, while Apple cuts jobs to focus on AI. SoftBank and Alibaba make major funding moves in the global AI race.

Alibaba's AI Spending Hits Profit, Meta-Microsoft AI Deal
Bloomberg Tech covers Alibaba's profit plunge amid AI spending, Meta's deal with Microsoft, and Castellian's $13B valuation.

Amazon Hits $3T; Apple's Subscription Shift
Amazon's market value tops $3T amid AI surge, Alibaba's Qwen model rivals Anthropic, and Apple leans into subscriptions.

Amazon Hits $3T Valuation, Alibaba's AI Challenger, Apple's Subscription Push
Amazon tops $3T, Alibaba challenges AI with new model, Apple bets on subscriptions, and Valar Atomics raises $1B for nuclear AI power.

DeepSeek AI Sparks Chinese Market Frenzy, Japan Grapples with Yen Intervention
Bloomberg's Stock Movers report covers DeepSeek's new AI model impacting Chinese markets, Japan's yen intervention affecting exporters, and volatility in Japanese banks.

Moonshot AI's Chip-Defying AI Models
Anthony Stephens discusses Moonshot AI's Kimi K3 model, highlighting China's software innovation in overcoming hardware constraints and its market impact.

Apple's iPad Overhaul and China AI Strategy Revealed
Apple is preparing a major iPad refresh, including an OLED iPad mini, and has detailed its AI strategy for China.

Citigroup: China's AI Markets Remain a Funding Source
Citigroup's Alicia Yap discusses how China's AI markets remain a key funding source, with tech giants investing heavily in AI to enhance user experience and gain a competitive edge.

PepsiCo, TSMC Earnings Beat Expectations Amid AI Demand
PepsiCo and TSMC report strong earnings, driven by international growth and AI chip demand respectively. Alibaba also unveils a new AI model for 3D content generation.

Alibaba Targets $100B Cloud, AI Revenue
Jacob Cooke, CEO of WPIC, discusses Alibaba's ambitious $100B revenue target for cloud and AI, the rise of local AI models like Qwen, and the rapid adoption of AI in China.

China's AI Stocks: A Nascent Journey Poised for Significant Upside

Open-Source LLMs: Divergent Paths to Similar Peaks
