# Alibaba
Latest news and articles about Alibaba
Total: 207 articles found
China’s Open-Source Gambit: Beijing Accelerates RISC-V Pivot as SMIC Profits Surge
China is accelerating its independence from Western chip architectures by launching the high-performance RISC-V 'Xiangshan' processor and 'Ruyi' OS. Bolstered by a 36% profit surge at SMIC and full capacity utilization at Hua Hong, the nation is building a comprehensive, localized semiconductor ecosystem backed by its largest tech conglomerates.
Alibaba’s Tmall Pivot: The Battle for 'Certainty' in a Saturated E-Commerce Era
Tmall is shifting its 2026 strategy to focus on 'Confirmed Receipts' rather than GMV to combat high return rates and merchant fatigue. By leveraging AI for precision matching and aligning platform KPIs with merchant profitability, Alibaba aims to provide a more stable and cost-efficient environment for premium brands in a saturated market.
Hong Kong Tech Stocks Bleed as AI Euphoria and Earnings Realities Collide
Hong Kong's Hang Seng Tech Index fell over 3% on March 26, driven by massive sell-offs in Kuaishou, Pop Mart, and leading semiconductor firms. The decline highlights investor skepticism toward current AI valuations and concerns over the long-term growth prospects of China's platform and hardware sectors.
China Orders a Ceasefire in the Great Delivery Burn
Beijing has signaled an end to the destructive 'price war' among delivery giants Meituan, Alibaba, and JD.com, prioritizing economic stability over predatory competition. The move triggered a major tech rally as investors anticipate a return to profitability and a shift toward AI-driven service efficiency.
China’s Delivery Giants Call a Truce as Regulators Target ‘Vicious’ Competition
China's market regulators have signaled an end to aggressive price wars in the food delivery and instant retail sectors, urging platforms to move from cash-burning competition to service-oriented ecosystems. The move, aimed at curbing 'vicious competition,' triggered a significant rally in tech stocks like Meituan as investors anticipate improved profit margins.
China Calls Time on the 'Food Delivery Wars' as Regulators Target Destructive Competition
Chinese regulators have signaled an end to the predatory price wars between delivery giants Meituan, Alibaba, and JD.com, leading to a significant surge in tech stocks. The move marks a strategic shift from capital-intensive subsidy battles toward a focus on sustainable profitability and technological efficiency.
Alibaba’s Open-Source Gambit: How the RISC-V ‘Xuantie’ Aims to Disrupt the Global Chip Duopoly
Alibaba has launched the record-breaking Xuantie C950 RISC-V CPU, signaling a strategic shift toward high-performance, open-source AI computing. With its chip unit T-Head achieving mass production and NVIDIA's CUDA adding support, the RISC-V architecture is emerging as a credible third pillar to challenge the x86 and ARM duopoly in the global semiconductor market.
China Signals the End of the ‘Takeout Wars’ as Regulators Prioritize Stability Over Subsidies
Chinese regulators have intervened to end a massive $110 billion subsidy war between Meituan, Alibaba, and JD.com, citing economic instability and deflationary pressure. The move signals a shift for platform giants toward profitability and service-based competition rather than capital-fueled market share grabs.
Hong Kong Tech Rallies on Meituan Surge as Pop Mart’s IP Empire Shudders
Hong Kong's Hang Seng Tech Index rose nearly 2% as Meituan led a major rebound in platform stocks. This gains were offset by a 22% crash in Pop Mart's shares following disappointing sales of its newer toy lines.
Alibaba’s Xianyu Deploys AI Camera to Frictionless Re-commerce
Alibaba's second-hand platform Xianyu has introduced an AI Camera feature designed to automate the listing process for sellers. By utilizing computer vision and generative AI to identify products and suggest prices, the platform seeks to lower entry barriers and accelerate growth in China's circular economy.
The $50 Trillion Pivot: Alibaba’s Joe Tsai on the Unstoppable Rise of the AI Agent
Alibaba Chairman Joe Tsai outlines a strategic shift toward 'AI-driven everything,' focusing on autonomous AI agents as virtual employees that could disrupt a $50 trillion global knowledge market. Through a partnership with Siemens, Alibaba aims to dominate the 'Industrial AI' space by leveraging China's massive manufacturing data to train next-generation models.
China’s AI Push Moves from Pilots to Product: Alibaba’s ‘Wukong’ and Didi’s Ride Assistant Turn Practical Use Cases into Revenue Paths
Alibaba has launched Wukong, an enterprise-grade AI agent platform integrated with DingTalk, aiming to scale AI across businesses by leveraging DingTalk’s user base. Didi rolled out Xiaodi v1.0, an AI ride assistant that maps natural requests to executable service tags to improve matching precision, while other Chinese firms report early AI monetisation and specialized XR-AI partnerships.