# Alibaba

Michael Burry Left Alibaba for JD.com Before The Placement

The rotation had already happened. What Alibaba's share sale changed was his plan to reverse it.

6d ago

Investor Michael Burry in a pinstriped jacket and open striped shirt, photographed against a step-and-repeat banner for the film The Big Short.

Alibaba's HK$80B AI Placement Was Priced at 8.4%, Or 3.6% Off

The pricing announcement carries two discount figures against two listings. Most coverage quotes one of them without saying which.

6d ago

Alibaba Wants HK$80 Billion For AI, But Gives No Share Count

The placement would be the largest primary follow-on ever by a Hong Kong-listed company. Every pricing figure being quoted comes from a term sheet, not from Alibaba.

Aug 23, 2026

China AI Regulation

Alibaba's Second-Gen T-Head Chip Hasn't Taped Out Yet

The CEO's phrasing is forward-looking. Everything Alibaba is shipping in its own data centres today is the previous generation.

Aug 21, 2026

A dark server appliance photographed head-on with Chinese lettering and a circular badge on its front panel.

Alibaba Sold a Games Studio for $1.5B, Not for AI

The internal memo says focus. The proceeds are unallocated in public, the terms are undisclosed, and the studio was not distressed.

Aug 17, 2026

Alibaba's Office Agent Now Ships Its Two Biggest Rivals' Models as One-Click Options

DeepSeek V4 Pro and Zhipu's GLM-5.3 sit in a 'frontier models' tier inside an Alibaba product. GLM-5.3 shipped Saturday morning in Beijing and was selectable by Sunday lunchtime.

Aug 16, 2026

Alibaba's announcement card for Qianwen Office, headlined in Chinese 'first to integrate two frontier models', showing an in-product model picker listing DeepSeek V4 Pro and GLM-5.3.

Alibaba Put a 27B Model Under Apache 2.0 and Says It Beats Its Own Bigger One

Qwen3.8-27B is dense, not mixture-of-experts, carries a 262,144-token native context, and arrives with every benchmark self-reported.

Aug 16, 2026

The Hugging Face model-card graphic for Qwen/Qwen3.8-27B.

Alibaba Put a Price on Qwen, With Video Extra

Three Office Assistant tiers from RMB19 to RMB128 a month, with quotas up to 20x. Video generation is unbundled and sold by the credit.

Aug 12, 2026

Product mockup of the Qwen assistant on a phone and a laptop, showing a chat thread alongside charts and dashboards.

Alibaba Opened Qwen to Outside Agents, Starting With 12

Third parties get a conversation space, an @ mention and a payment rail — on phones, PCs and AI glasses. This is a distribution move, not a model release.

Aug 10, 2026

A screenshot of Alibaba's Qwen developer portal in Chinese, showing side-by-side panels for connecting an AI agent and connecting a skill.

Apple AI

Apple Named Qwen as Its China Partner, Then Pulled The Page

A support document for Macs on macOS 26.6 confirmed what had only ever been reported. It survived under 24 hours, and nobody has explained why.

Aug 9, 2026

Alibaba Wants a Cut From Qwen, But The Weights Stay Free

The next open-weight release is set to carry a revenue-share licence for large commercial users, following Moonshot's Kimi K3 terms. Alibaba's own percentage is not set.

Aug 9, 2026

An Alibaba office building behind flowering cherry branches, the company sign across its upper floors

Alibaba's 2.4-Trillion-Parameter Model Launches As Closed API

Qwen3.8-Max went live Monday morning with a benchmark table showing wins over GPT-5.6 Sol and Claude Fable 5. The same table, read in full, shows it losing every hard agentic-engineering row.

Aug 3, 2026

An illustrated sunrise over mountains and water, captioned "Qwen3.8-Max — 2.4 Trillion Parameter MoE Model".

Alibaba Put Its Coding Agents on the Phone, and Shipped Two Different Products

Qoder Mobile lets developers watch, approve and redirect running coding agents from a handset. Chinese coverage describes three platforms with identical features; Alibaba’s own international page lists two and marks the cloud mode “coming soon.”

Jul 26, 2026

Nvidia

Alibaba's T-Head Open-Sources Its 'SAIL' Software Stack to Loosen Nvidia's CUDA Grip

The chip-design unit says programmers can port the stack to mainstream AI frameworks in under seven days, the latest Chinese effort to build an alternative to Nvidia's dominant developer ecosystem.

Jul 19, 2026