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Alibaba Shares Surge on Nvidia Partnership and Global AI Expansion

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Alibaba announced on Wednesday a sweeping set of initiatives, including a partnership with Nvidia, new global data centers, and its largest-ever AI products, underscoring its pivot to make artificial intelligence a central business priority alongside e-commerce.

The news sent Alibaba’s Hong Kong-listed shares up nearly 10% to a four-year high, while its U.S.-listed shares also rose by a similar margin in premarket trading.

“The speed of AI industry development has far exceeded our expectations, and the industry’s demand for AI infrastructure has also far exceeded our expectations,” Alibaba CEO Eddie Wu said at the company’s annual Apsara Conference. He added that spending on AI will be increased, though without specifying figures. Earlier this year, Alibaba pledged 380 billion yuan ($53 billion) for AI infrastructure investments over three years.

As part of its strategy, Alibaba will collaborate with Nvidia to enhance physical AI capabilities including data synthesis, model training, environmental simulation, and validation testing.

The company also unveiled an ambitious global data center expansion plan, announcing facilities in Brazil, France, and the Netherlands, with more to follow in Mexico, Japan, South Korea, Malaysia, and Dubai within the next year. This will add to Alibaba’s current network of 91 data centers across 29 regions. The company did not specify whether Nvidia chips would power these new facilities.

At the same event, Alibaba launched its most advanced AI language model to date, Qwen3-Max, boasting over 1 trillion parameters. According to CTO Zhou Jingren, the model demonstrates strong performance in code generation and autonomous agent capabilities, allowing the AI to act more independently toward user-defined goals compared to traditional chatbots like ChatGPT.

Benchmark tests such as Tau2-Bench reportedly show Qwen3-Max outperforming competitors including Anthropic’s Claude and DeepSeek-V3.1 in specific categories.

Additional AI products showcased included Qwen3-Omni, a multimodal system designed for immersive applications in virtual and augmented reality, with potential use cases in smart glasses and intelligent vehicle cockpits.

The announcements come shortly after Nvidia revealed a $100 billion investment deal with OpenAI, highlighting the intensifying race in AI infrastructure.

Alibaba’s cloud division, which reported 26% revenue growth last quarter, is emerging as a key growth driver as the company monetizes its AI services more aggressively.

China summons ByteDance, Alibaba platforms over online content violations

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China’s Cyberspace Administration of China (CAC) has summoned ByteDance’s Toutiao news platform and Alibaba’s UCWeb browser unit for alleged content violations, adding them to the growing list of tech firms targeted in Beijing’s online crackdown.

According to separate statements issued Tuesday, both platforms were recently penalized for “disrupting the online ecosystem order,” with CAC imposing strict disciplinary actions against responsible personnel.

Alleged violations:

  • Toutiao: Allowed “harmful content” to appear in trending topic lists and other features.

  • UCWeb: Allowed non-authoritative sources and non-mainstream media to dominate trending topics, including coverage of sensitive and malicious events such as cyberbullying and the privacy of minors.

The summons comes as CAC launches a two-month nationwide campaign to remove violent or hostile content, part of a long-running effort to promote a “clean and healthy cyberspace” that aligns with Communist Party socialist values.

Industry-wide sweep

Toutiao said it welcomed the action, pledging to form a task force to combat non-compliant content and trolling. UCWeb has yet to issue a public statement.
CAC has also taken action in recent weeks against Kuaishou, Weibo, and Xiaohongshu (RedNote) for similar violations.

Wider regulatory push

The crackdown comes amid growing concern about public sentiment, as China faces economic headwinds and persistent youth unemployment. Other regulators are also stepping up:

  • The market watchdog summoned logistics platform Huolala over anti-monopoly compliance.

  • Days earlier, it launched an investigation into Kuaigou, an e-commerce arm of Kuaishou, for suspected e-commerce law violations.

Huolala described its summoning as a “profound wake-up call,” vowing stricter compliance going forward.

Beijing’s message is clear: online platforms must not only police content but also align with the state’s broader political and social stability agenda.

Alibaba and Baidu Turn to In-House Chips for AI Training Amid U.S. Restrictions

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Alibaba and Baidu have begun using their own internally designed chips to train AI models, partly replacing Nvidia’s processors, according to a report from The Information. The move signals a major shift in China’s AI development strategy, as U.S. export controls continue to restrict access to advanced American-made semiconductors.

Key Developments

  • Alibaba has used its homegrown chips since early 2025 to train smaller AI models.

  • Baidu is testing its Kunlun P800 chip to train new versions of its Ernie AI model.

  • Both companies still rely on Nvidia for their most advanced models but are working to reduce dependence.

Impact on Nvidia

Nvidia remains dominant in AI training hardware, but China accounts for a large share of its business. The firm’s most powerful U.S.-approved chip for China, the H20, lags behind the H100 and Blackwell series — but still outperforms most Chinese alternatives.

However, employees cited by The Information said Alibaba’s latest AI chip matches the performance of Nvidia’s H20, narrowing the gap between U.S. and Chinese hardware.

An Nvidia spokesperson responded: “The competition has undeniably arrived … We’ll continue to work to earn the trust and support of mainstream developers everywhere.”

Geopolitical Pressure

  • U.S. export restrictions have pushed Chinese companies to accelerate domestic chip design.

  • Beijing has urged firms to rely on home-grown semiconductor technology as part of its strategic autonomy push.

  • Nvidia CEO Jensen Huang recently said talks with the White House over permission to sell a less advanced next-gen chip to China will take time.

According to the report, Nvidia has agreed to give the Trump administration 15% of China sales of its H20 chips in exchange for continued export licenses.

The Bigger Picture

China’s pivot toward domestic AI chips marks both a risk to Nvidia’s China revenues and a milestone for Chinese chipmakers, who are beginning to close the performance gap under intense geopolitical and economic pressure.