Alibaba
3 articles on this topic, newest first.
China's AI Labs Went Open Source Because They Had to, Not Because They Wanted To
A GPU shortfall pushed Chinese AI labs toward efficiency and open weights, and that constraint is now reshaping the global competition over who controls AI's basic infrastructure.
Alibaba's 20GW Bet Shows China's AI Race Is Now About Power, Not Just Models
Five to ten trillion parameters, a 500,000-chip cluster and 20 gigawatts of data center capacity. Alibaba is betting that owning the full stack, from models to chips to power, matters more than any single number.
China's AI Labs Used Claude as a Teacher. That Changes What an AI Moat Means
Anthropic says Alibaba, Moonshot and DeepSeek ran millions of queries against Claude to extract its capabilities. Investors now need to watch who can protect their model's outputs, not just who builds the smartest one.
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