Alibaba
AI Sentiment Analysis: +7
Alibaba’s AI Infrastructure Push Accelerates Amid Geopolitical and Market Shifts
- Alibaba is reportedly considering a major purchase of 40,000 to 50,000 AMD MI308 AI accelerator chips to bolster its data center capacity and diversify away from Nvidia dependencies.
- The company is undergoing a strategic pivot toward becoming an AI hyperscaler, with its Cloud Intelligence Group reporting 34% year-over-year revenue growth and triple-digit AI product sales increases.
- Alibaba has launched Quark AI glasses, priced from ¥1,899, integrating its Qwen AI model with core services like Alipay and Taobao to capture consumer AI adoption.
- The company’s proprietary Qwen AI ecosystem is gaining global traction, with the Qwen app achieving 10 million downloads in seven days and the Qwen-Image-Layered model enabling Photoshop-like layered image editing.
- Despite strong analyst sentiment, institutional investors have been trimming stakes in Alibaba, reflecting a divergence between long-term growth optimism and near-term margin concerns from reinvestment into quick commerce.
- Alibaba Cloud has been named a Leader in Gartner’s Magic Quadrant for Cloud Database Management Systems for the sixth consecutive year, underscoring its dominance in AI-integrated data infrastructure.
- Updated: Dec 23, 2025, 2:08 AM PDT