Global Scans · Alibaba · Weekly Summary

• [New] Alibaba announced a new inference chip that will be manufactured in China. Semiconductor Engineering
• In commerce, the integration of multiple businesses under Alibaba China E-commerce Group is driving stronger synergy across supply chains, user networks and membership programs, enabling us to better serve evolving consumer needs and capture long-term growth potential. Insider Monkey
• Over the next 3 years, Alibaba will embark on a new journey with an entrepreneurial mindset to drive robust business growth through sustained investments centered on the strategic areas of consumption and AI + Cloud. Insider Monkey
• As a key technological and strategic advancement, Alibaba has allegedly begun its testing of a new AI chip that will potentially substitute Nvidia's H20 chip, currently in use as the most common inference chip in AI workload applications. Techi
• In the future, Alibaba is projected to keep experiencing strong growth in its traditional commerce as well as cloud divisions because it continues to invest in AI and cloud computing. Techi
• Alibaba Cloud revenue growth accelerated to 26% with increasing AI-related revenue contribution, while the strategic combination of Alibaba's China consumer businesses unlocked new growth potential. Alizila
• Alibaba announced in February plans to invest roughly RMB 380 billion ($52.7 billion) into its cloud and AI infrastructure. / USA Forbes

Last updated: 14 September 2025