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Apple says Mac users in China can connect to Alibaba's Qwen AI service
Reuters7d agoneutral
Apple says Mac users in China can connect to Alibaba's Qwen AI service

Apple has published a guide explaining how eligible Mac users in mainland China can connect Alibaba's Qwen artificial-intelligence service to ‌the U.S. tech giant's Siri digital assistant and Writing Tools feature. The Mac-specific arrangement ‌could help Apple compete in China's AI PC market, where it has been losing market share as domestic ​manufacturers such as Lenovo have promoted locally developed AI features. • Qwen is Chinese ecommerce giant Alibaba's family of generative-AI models, which can create text and images and analyse documents, photos and other material in response to user prompts.

Alibaba may start charging for use of latest AI model
Reuters Videos8d agoneutralVIDEO
Alibaba may start charging for use of latest AI model

<body><p>STORY: :: Stephen Nellis, Technology Correspondent</p><p>So why might Alibaba, the Chinese tech giant that's taken the world by storm, by offering a free download of its cutting edge AI, want to start charging money just like its rivals in the United States?&nbsp;</p><p>:: San Francisco, California / August 6, 2026</p><p>Like all major AI companies, Alibaba spends a ton of money training and developing its AI models. So like all companies, Alibaba wants to recoup some of that cost. Now they've always charged money if you want to buy it directly from Ali Cloud, but if you wanted to run it in your own data center, you could do that without necessarily paying Alibaba. That might change as soon as next week.&nbsp;</p><p>The U.S. labs are largely what's called closed source. That means you can only really access their models by going directly to them and paying them to get it from their data centers. Now, companies like Alibaba offer it on that basis too, but you can also download the model and run it in your own data center without necessarily having to pay them. That is changing. A few weeks ago, Moonshot, the creator of the Kimi K3 model, put out a model that you can run in your own data center. But if you make more than $20 million a year, you need to work at a commercial agreement with them that we understand from our sources involves sharing quite a bit of your revenue. We understand from those same sources that Alibaba is poised to do the same thing as soon as next week.&nbsp;</p><p>One of the questions this raises is whether this new strategy from the Chinese AI companies is trouble for U.S. companies like OpenAI. In the short term, probably so. These Chinese companies have been able to offer extremely competitive technology in terms of what the models can do at a much lower price, sometimes at about a third of the price of US models. However, these models are still very expensive to operate. So over the long term, most of the sources in the AI community think that these prices will start to come closer together and it'll be a much more vigorous competition between the two countries and the labs in each.&nbsp;</p></body>

Alibaba Group Holding (BABA) Faces A Lawsuit, Is The Stock Still Cheap?
Simply Wall St.8d agobearish
Alibaba Group Holding (BABA) Faces A Lawsuit, Is The Stock Still Cheap?

Alibaba Group Holding (NYSE:BABA) is back in the spotlight after Rosen Law Firm filed a class action lawsuit covering investors who bought the stock between June 26, 2025 and June 24, 2026. See our latest analysis for Alibaba Group Holding. Recent AI announcements, including the Qwen3.8 Max model and reports of potential automotive use cases, have helped Alibaba Group Holding’s 30 day share price return reach 29.21%. However, the year to date share price return remains down 18.58% and the 5...

Bloomberg8d agoneutral
Chinese AI Chipmakers Poised to Gain From Beijing’s Tech Push

(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use

Alibaba’s Qwen3.8-Max Launch: What BABA vs. BIDU Means for Investors
Insider Monkey9d agoneutral
Alibaba’s Qwen3.8-Max Launch: What BABA vs. BIDU Means for Investors

Alibaba (NYSE:BABA) unveiled its largest and most capable AI model to date on August 3, and the market noticed immediately, sending its Hong Kong-listed shares up about 7% the same day. The new model, Qwen3.8-Max, arrives as Chinese AI developers race each other on a near-weekly cadence, and it is another data point in the […]

Bloomberg10d agoneutral
Private Capital Rushes to Fund AI Buildout in Emerging Markets

(Bloomberg) -- Private investors are pouring growing sums into artificial intelligence projects across the developing world, pushing deal volumes to record highs in the first half of 2026. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splurge Puts a Damper on Debut Ear

DeepSeek Matched Gemini 3.6 Flash at 3 Cents Per Benchmark Test. Alibaba (BABA) Is Turning Alphabet’s (GOOGL) China Problem Into a Price War
Insider Monkey11d agoneutral
DeepSeek Matched Gemini 3.6 Flash at 3 Cents Per Benchmark Test. Alibaba (BABA) Is Turning Alphabet’s (GOOGL) China Problem Into a Price War

DeepSeek gave Alibaba Group Holding Limited (NYSE:BABA) and Alphabet Inc. (NASDAQ:GOOGL) a revealing price comparison on August 3. Artificial Analysis estimated that DeepSeek’s V4-Flash averaged just $0.03 to complete each test in its benchmark suite while scoring 50 on its Intelligence Index, matching Google’s Gemini 3.6 Flash. Three cents is the average cost of completing […]

‘I’d Be Petrified’: Steve Eisman Says Cheap Chinese AI Models Could Wreck OpenAI and Anthropic’s Valuations
24/7 Wall St.11d agoneutral
‘I’d Be Petrified’: Steve Eisman Says Cheap Chinese AI Models Could Wreck OpenAI and Anthropic’s Valuations

“Big Short” investor Steve Eisman said on his own show, Real Eisman Playbook, that “If I was the head of Anthropic or OpenAI, I’d be petrified. That spells to me price war.” The comment lands at an inconvenient moment: both labs have filed confidentially with the SEC and are aiming at public listings near $1 ... ‘I’d Be Petrified’: Steve Eisman Says Cheap Chinese AI Models Could Wreck OpenAI and Anthropic’s Valuations

Intel (INTC) Faces New AI And Packaging Pressure From China And TSMC
Simply Wall St.11d agoneutral
Intel (INTC) Faces New AI And Packaging Pressure From China And TSMC

Chinese tech groups are accelerating work on open-weight AI models, with Alibaba releasing a powerful new system that could increase competition with Intel in AI infrastructure. TSMC is reportedly developing advanced chip packaging technology that resembles Intel's EMIB approach, which could narrow Intel's edge in high performance chip designs. These developments add fresh competitive risks for Intel's AI and packaging plans that have not been the focus of recent coverage. Intel, trading on...

Bloomberg11d agoneutral
China Is Getting More Anxious About Mythos Before Trump Meets Xi

(Bloomberg) -- China is growing anxious that Anthropic PBC’s Mythos could be wielded against the world’s second-biggest economy, adding a volatile new issue to already heightened tensions before a planned summit between Xi Jinping and Donald Trump.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevS&P 500 Closes Near Record High on US-Iran Hopes: Markets WrapAlibaba Adds to China AI Breakthroughs With New Qwen Model Iran Says Hormuz Talks Ongoing After Trump Calls O