中国互联网

DeepSeek reopens API top-ups after suspending them on February 6 due to demand, as Alibaba previews its QwQ-Max model and the Chinese AI rivalry escalates (www.bloomberg.com)
2025-2-26 China Alibaba AI

Sources: Tencent, Alibaba, ByteDance, and other Chinese companies are ramping up orders for Nvidia's H20 AI chip due to booming demand for DeepSeek's models (www.reuters.com)
2025-2-25 China Alibaba AI Tencent Nvidia

Alibaba pledges to invest more than $53B on AI infrastructure, including new data centers, over the next three years (www.bloomberg.com)
2025-2-24 Alibaba AI

Alibaba's Hong Kong-listed shares jumped 14.6% on February 21 after CEO Eddie Wu said it would invest “aggressively” in AI; Alibaba's HK stock is up 70.36% YTD (t.co)
2025-2-22 Hong Kong Alibaba AI

Alibaba CEO Eddie Wu calls the pursuit of AGI the company's “primary objective”, saying “our first and foremost goal is to pursue AGI” (www.bloomberg.com)
2025-2-21 Alibaba

Sources: GameStop CEO and activist investor Ryan Cohen has grown his personal stake in Alibaba to about 7M shares, worth roughly $1B, in recent months (www.wsj.com)
2025-2-21 Alibaba

Alibaba reports Q3 revenue up 8% YoY to ~$38.6B, the fastest growth in over a year and above ~$38B est., and a ~$6.7B net income, as AI boosts its business (www.bloomberg.com)
2025-2-20 Alibaba AI

Sources: Alibaba and others approached DeepSeek about funding after its rise, but CEO Liang Wenfeng is cautious; High-Flyer is discussing a pivot from research (www.theinformation.com)
2025-2-20 Alibaba

Chinese President Xi meets with Alibaba co-founder Jack Ma, Huawei founder Ren Zhengfei, and more, signaling Beijing's support for the long-marginalized sector (www.bloomberg.com)
2025-2-17 China Jack Ma Alibaba

Tencent is testing DeepSeek for search in its messaging app Weixin, while Baidu plans to fully connect its search engine to DeepSeek and its own LLM Ernie (www.reuters.com)
2025-2-17 Tencent

Sources: Apple plans to launch its AI features in China as early as May 2025, using its own on-device models with Alibaba software to censor or filter AI output (www.bloomberg.com)
2025-2-15 China Alibaba AI Apple

Sources: China's President Xi will chair a symposium on February 17 to boost private sector sentiment, with Tencent CEO Pony Ma and other tech execs attending (www.reuters.com)
2025-2-15 China Tencent

Sources: Apple plans to launch its AI features in China as early as May 2024, using its own on-device models with Alibaba software to censor or filter AI output (www.bloomberg.com)
2025-2-14 China Alibaba AI Apple

Alibaba to partner with Apple on AI features, sending shares to 3-year high (indianexpress.com)
2025-2-14 Alibaba AI Apple

Sources: Apple continues to work with Baidu to develop AI search and Siri features for iPhone users in China even after onboarding new partner Alibaba (www.theinformation.com)
2025-2-14 China iPhone Alibaba AI Apple

At the World Government Summit in Dubai, Alibaba Chairman Joe Tsai said Apple will use the Chinese tech giant's AI technology on iPhones sold in China (www.bloomberg.com)
2025-2-13 China Alibaba AI Apple Dubai

Source: Apple and Alibaba submitted their co-developed AI features for approval by China's cyberspace regulator; Apple considered but rejected Deepseek's models (www.theinformation.com)
2025-2-12 China Alibaba AI Apple

Tencent's Supercell reports 2024 revenue up 77% YoY to almost $3B from its six titles and EBITDA up ~77% to $900M+; Squad Busters made $100M+ in revenue (www.bloomberg.com)
2025-2-11 Tencent

China's “mini-drama” industry grew 35% YoY to ~$6.91B in 2024, surpassing the country's box office and forcing iQiyi and Tencent to embrace short-form dramas (www.bloomberg.com)
2025-2-7 China Tencent

China's mini-drama industry grew 35% YoY to ~$6.91B in 2024, surpassing the country's box office and forcing iQiyi and Tencent to embrace short-form dramas (www.bloomberg.com)
2025-2-6 China Tencent

Donald Trump's EO imposing levies on China says the “de minimis” exemption for items under $800 no longer applies, which could affect Alibaba, Shein, and others (www.bloomberg.com)
2025-2-2 Trump China Alibaba

Source: Anton Levy is stepping down as General Atlantic's co-president and chairman of global technology; Levy led investments in Alibaba, Facebook, and more (www.axios.com)
2025-2-1 Facebook Alibaba

After DeepSeek Shock, Alibaba Unveils Rival AI Model That Uses Less Computing Power (slashdot.org)
2025-1-30 Alibaba AI

Alibaba releases AI model it claims surpasses DeepSeek-V3 (indianexpress.com)
2025-1-29 Alibaba AI

Alibaba releases Qwen 2.5-Max, an AI model which the company claims “outperforms ... almost across the board GPT-4o, DeepSeek-V3 and Llama-3.1-405B” (www.reuters.com)
2025-1-29 Alibaba AI

Alibaba's Qwen team releases Qwen2.5-VL, a new series of AI models that can control PCs and phones, as well as perform a number of text and image analysis tasks (techcrunch.com)
2025-1-28 Alibaba AI

Chinese esports companies, including Tencent and Huya, face growth challenges in China, the world's biggest esports market; the industry earned ~$3.8B in 2024 (t.co)
2025-1-27 China Tencent

Alibaba, Datadog, and Quesma Join Forces on Go Compile-Time Instrumentation (opentelemetry.io)
2025-1-25 Alibaba

Tencent unveils Hunyuan3D 2.0, an AI system that turns single images or text prompts into 3D models in seconds, and open sources it on HuggingFace and GitHub (venturebeat.com)
2025-1-22 AI Tencent GitHub

The US Commerce Department adds 25 China-based companies, including Alibaba-backed LLM developer Zhipu AI and chip designer Sophgo, to its restricted trade list (www.reuters.com)
2025-1-16 China Alibaba AI

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