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Alibaba to overspend on AI with growth ahead of margins in latest earnings push

Alibaba to overspend on AI with growth ahead of margins in latest earnings push

Alibaba says it will likely spend more than its earlier projected 380 billion yuan on artificial intelligence over the next three years, even as earnings feel the strain. In its latest results, heavy investment in AI and cloud infrastructure pressured profit, but the company insists market leadership matters more than margins as AI demand accelerates for its Cloud Intelligence Group.

Summarised by Beize from a story on The Economic Times on 13 May 2026
Alibaba revenue rises as cloud and AI surge but global e commerce drags results

Alibaba revenue rises as cloud and AI surge but global e commerce drags results

Alibaba’s quarterly revenue rose 3%, powered by strong cloud and AI demand, while its China e-commerce segment got a boost from government subsidies. Even as macro headwinds lingered, the company’s enterprise AI platform showed promise. However, revenue narrowly missed expectations overall because international e-commerce underperformed, despite cloud revenue exceeding forecasts.

Summarised by Beize from a story on The Economic Times on 13 May 2026

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Alibaba readies Qwen on Taobao letting shoppers buy via AI chat and agentic services

Alibaba readies Qwen on Taobao letting shoppers buy via AI chat and agentic services

Alibaba is preparing to integrate its Qwen AI into Taobao, turning product discovery into a conversational experience. Users could chat with the AI to recommend items, compare options, and handle key steps to complete purchases. The company’s push signals how quickly China’s e-commerce players are embedding agentic AI into everyday shopping journeys.

Summarised by Beize from a story on The Economic Times on 10 May 2026
US probes alleged Nvidia chip smuggling to Alibaba via Thailand company OBON

US probes alleged Nvidia chip smuggling to Alibaba via Thailand company OBON

US prosecutors are investigating a Thai firm, OBON Corp, accused of smuggling billions of dollars worth of Super Micro Computer servers packed with advanced Nvidia chips. Reports say the shipments were routed through Southeast Asia and headed to China, with Alibaba Group Holding listed as an end customer. The case could raise alarms over high tech export controls and sanctions evasion.

Summarised by Beize from a story on The Economic Times on 8 May 2026
Alibaba Metis slashes redundant AI tool calls from 98% to 2% while boosting reasoning accuracy

Alibaba Metis slashes redundant AI tool calls from 98% to 2% while boosting reasoning accuracy

Alibaba researchers say their Metis agent, trained with HDPO reinforcement learning, cuts redundant tool use from 98% to 2% by teaching accuracy and efficiency as separate learning signals. The approach targets “trigger-happy” behavior that slows agents, inflates API costs, and injects noisy context. Metis also reaches top-tier reasoning and visual-document performance across benchmarks.

Summarised by Beize from a story on Venture Beat on 30 Apr 2026
Alibaba backed XpressBees targets every PIN code, but can it beat Delhivery and Ecom Express

Alibaba backed XpressBees targets every PIN code, but can it beat Delhivery and Ecom Express

XpressBees, backed by Alibaba, is sharpening its strategy to expand across India’s logistics network, aiming to deepen coverage in smaller sellers, omnichannel commerce and even B2B express and managed warehousing. After surviving a harsh market, the company is investing in automation and new services, but its bid to outpace Delhivery and Ecom Express will depend on overcoming cost, execution and competition hurdles.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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UK investigates after UK Biobank data appears for sale on Chinas Alibaba marketplace

UK investigates after UK Biobank data appears for sale on Chinas Alibaba marketplace

Britain is investigating after UK Biobank data appeared on China’s Alibaba for sale. The anonymised dataset reportedly covered 500,000 volunteers. Officials say the listings were removed, with no purchases made, and access to the data has been paused. The Information Commissioner’s Office is also probing what happened and how the data surfaced.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Tencent and Alibaba reportedly in talks to back DeepSeek valuing it above 20 billion

Tencent and Alibaba reportedly in talks to back DeepSeek valuing it above 20 billion

Tencent and Alibaba are reportedly discussing an investment in AI startup DeepSeek, targeting a valuation above $20 billion. The talks underscore how costly cutting-edge AI development has become, with the final terms still under negotiation. DeepSeek’s earlier model release drew worldwide attention, raising expectations around what new funding could enable next.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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