Alibaba
AI Sentiment Analysis: +7
Alibaba’s AI Pivot Fuels Stock Surge Amid Global Tech Reckoning
- Alibaba Group is emerging as a global leader in practical artificial intelligence deployment, surpassing U.S. rivals in real-world adoption and developer engagement.
- The Qwen AI model has achieved over 600 million downloads worldwide, with more than half of all recent AI model downloads attributed to Chinese models.
- Alibaba’s cloud division reported a 34% year-over-year revenue increase in Q3 2025, driven by triple-digit growth in AI product sales and robust demand for its full-stack infrastructure.
- Strategic partnerships with AMD, including a potential $1.25 billion order for 40,000–50,000 MI308 AI accelerators, signal a major shift in China’s semiconductor supply chain and reduce reliance on Nvidia.
- The company is aggressively investing $120 billion in AI and cloud infrastructure over four quarters, while also launching new platforms like Agent OS to monetize its AI ecosystem at the application level.
- Despite a 78% plunge in adjusted EBITA and negative free cash flow, Wall Street maintains a Strong Buy consensus with an average price target of $198.56, reflecting confidence in long-term AI-driven growth.
- Updated: Dec 28, 2025, 6:53 AM PDT