#Alibaba
16 stories · 8 issues · daily Alibaba news timeline
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Tue, Aug 25
Xpeng's Robotics Business Raises Over $900M at $6.3B Valuation; IDG Leads, Tencent and Alibaba Follow
The valuation anchor for embodied AI is shifting from research papers and demo videos to production lines and delivery timelines.
ByteDance Folds Trae and Coze Into Doubao, Launches Doubao Work This Week to Take On Tencent's WorkBuddy
ByteDance is moving its org structure, not product features — a sign it sees office AI as a battle that demands concentrated firepower.
Alibaba Releases Video Generation Model Wan3.0, Which Turns Documents, Spreadsheets, and Slides Directly into 30-Second Videos
Only when the input format shifts from prompts to PPT does video generation truly become part of a company's workflow.
Mon, Aug 24
Alibaba Placement Raises $10B, All Earmarked for Full-Stack AI From Chips to Models
Net profit down 75% while raising $10B for AI — Alibaba is handing out a timetable with no way back.
Fri, Aug 21
Alibaba quarterly net profit down 75% YoY, AI applications segment posts 13.861 billion yuan quarterly operating loss
The 45% growth in cloud business and the 13.8 billion yuan loss in AI applications are two sides of the same coin; the only divergence is which side materializes first.
Sat, Aug 15
Alibaba Open-Sources Qwen3.8 Weights: 27B Multimodal Model Runs on Consumer GPUs
A 27B model beats its own larger predecessor; capability density is improving faster than parameter stacking.
Apple teams with Alibaba on China-specific LLM, could be first foreign firm to win China approval
The compliance pathway for foreign companies offering generative AI in China now has its first concrete precedent—and its template value outweighs Apple's own sales.
Alibaba to Sell Lingxi Games to Trustar Capital at Over $1.5 Billion Valuation
Gaming assets swapped for AI ammunition — Alibaba's portfolio contraction says more about where its core business lies than any slogan.
Fri, Aug 14
Alibaba Adds Commercial Licensing Threshold to Open-Source Flagship Qwen3.8-Max
China's era of free open-source models is now tiered by revenue — open weights and commercial licensing are henceforth two separate conversations.
JD.com Q2 Revenue Dips 2.9%, Non-GAAP Net Profit Beats with 20.8% Growth
JD's revenue-down, profit-up report signals the delivery war is cooling; the relay question now is what will restore growth to the core retail base.
Wed, Aug 5
Alibaba Releases 2.4-Trillion-Parameter Qwen3.8-Max, Says Max-Level Open Weights Next Week
What counts is no longer any one release, but the once-a-month release calendar.
Tue, Aug 4
Alibaba prices Qwen3.8-Max at $2 per million tokens, open-sources weights next week
Open-sourcing the weights cedes pricing power; the only layer left to monetize is the engineering that makes the model run smoothly.
Alibaba's QwenWork Opens Public Beta, Three Products Unified Under Chen Yusen
Merging three products into one cuts internal friction, but hasn't yet secured a place in enterprise workflows.
MiniMax Open-Sources 33B Video Model H3, Runs on a Single RTX 5090
The weights are out, but half the capability stays server-side — "open source" is being taken apart piece by piece.
Sat, Aug 1
Bloomberg: Moonshot AI Uses About 20,000 Nvidia Chips via Alibaba Compute Deal; Alibaba Denies Supplying H200
What Alibaba denied is the model, not the 20,000 cards.
Zhipu Relaunches GLM Coding Plan Subscription, Moves to Credit-Based Billing Starting at ¥118/Month
One side is handing out weights for free, the other is more than doubling subscription prices — both companies are betting on the same thing: the money isn't in the model.