AI Names · China & rest of world
Alibaba
BABA
Alibaba is Qwen, cloud, and the Chinese e-commerce stack. The models are how it stays in the same conversation as the US labs.
- Site
- alibabagroup.com
- Product
- Qwen
In the Daily
· Morning Brief
The factories crowded the TreasuryHyperscalers are borrowing like the returns are already here. The town halls are not so sure.
· Closing Time
Closing Time: Alignment left the whiteboardAnthropic’s automated safety agents, Xpeng’s robot raise, OpenAI’s Asia hire, and Palo Alto’s hunt for Datadog and Okta.
· Morning Brief
A judge put the Anthropic blacklist on ice· Morning Brief
DeepSeek is cashing checks. Moonshot wants a Western till.Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.
· Morning Brief
Nvidia writes a $6 billion Poolside check. Samsung returns up to $80 billion.Broadcom is hunting more than $60 billion of chip debt for Anthropic, and Chinese models just swept OpenRouter.
· Morning Brief
Nvidia readies a China LPU. Alibaba spends $10 billion.Nvidia is preparing an export-compliant inference chip for China as Alibaba’s AI buildout cuts profit 75 percent.