Alibaba Group Holding Limited (BABA) news and analysis
ByteDance is reportedly close to a deal to buy custom AI chips from MediaTek
The deal could make ByteDance MediaTek's second major customer for custom chips.
Moonshot AI's founders are in talks to settle a shareholder fight before the Kimi maker's Hong Kong IPO
An earlier company says Moonshot's founders enriched themselves at its expense.
US hyperscalers imported $45 billion of AI gear from China last year, even as Washington cracks down on Chinese AI
China's share of US AI imports is falling fast. Its optics and AI models are still in the US AI supply chain.
China's top AI labs released 857 models since 2021. Nine came with a published safety result at launch.
Start-ups disclose more than the tech giants, and the analysis finds no binding frontier-safety rules in China.
Chinese AI companies released 16 models in September as Amodei urged a slowdown
Most of the new models are built for lower-cost use. Amodei's own essay tied any slowdown to the US lead over China.
Alibaba (BABA) executive Jiang Fang sells $12 million in stock weeks after chairman and CEO bought shares
Alibaba's chief people officer sold in Hong Kong at a lower price than Joseph Tsai and Eddie Wu paid in August. A new law is why we can see it.
Alibaba (BABA) faces a suit over its Pentagon listing and AI disclosures. Here's what the October 5 deadline means.
Law firms keep sending reminders about an October 5 deadline in an Alibaba shareholder suit. The date is for investors who want to lead the case, and the suit points to two events from June.
AI agents built on Alibaba (BABA) and DeepSeek models made false claims in most mock bids. Revising their strategies made it worse.
AI agents built on Alibaba, DeepSeek, and Moonshot AI models made false claims in most sessions of a simulated bidding contest, according to research reviewed by Reuters. China's own guidance lists bidding as a possible use for agents.
Nvidia (NVDA) CEO Jensen Huang calls AI distillation competition. Washington calls it theft.
Nvidia CEO Jensen Huang told CNBC that training on a rival's AI model is competition. Washington has threatened sanctions over the same practice.
China signals it may let ByteDance and Alibaba buy Nvidia's (NVDA) new RTX PRO 5500
China's industry ministry has signaled it may approve purchases of Nvidia's new RTX PRO 5500 by ByteDance, Alibaba, and others, The Information reported. The chip is built differently from Nvidia's top AI accelerators.
Alibaba unveils an AI chip it calls China's most powerful and targets 20 gigawatts of data centers by 2032
Alibaba unveiled the Zhenwu V900, a new AI chip from its T-Head unit that the company calls the most powerful designed in China, and set a target of more than 20 gigawatts of data-center capacity by 2032. Shares rose about 3%.
China is probing DeepSeek and Moonshot over whether sensitive data leaked to Anthropic
China's internet regulator is examining DeepSeek and Moonshot over whether sensitive domestic data reached Anthropic's Claude systems, The Information reported, turning Anthropic's distillation disclosure into a cross-border data-security question inside China.
DeepSeek plans first CFO hire as CITIC prepares possible Shanghai listing
Reuters reports DeepSeek plans to hire GL Ventures partner Yan Wentao as its first finance chief. CITIC Securities is already preparing a possible STAR Market listing, and the reason is less about money than about paying engineers enough to keep them.
What is AI distillation? Why the NSA, CISA and FBI now treat it as a security threat.
Distillation means training one AI model on another model's outputs. It is a standard technique from a 2015 Google paper, and it is also what the NSA, CISA and FBI accused six Chinese companies of running at industrial scale. Here is the difference.
Moonshot AI weighs up to $5 billion Hong Kong IPO
Moonshot AI is considering raising $3 billion to $5 billion in a Hong Kong IPO as soon as this year, Bloomberg reported. The Kimi maker has filed confidentially and added Bank of America as overall coordinator. Alibaba (BABA) and Tencent (TCEHY) are both backers.
China's Moonshot wants up to 30% of the revenue to put its Kimi K3 model on Azure, AWS and Google Cloud
Reuters reports the Chinese startup is negotiating to host Kimi K3 on Azure, AWS and Google Cloud, and wants up to 30% of the revenue. It would be the first big China AI-US cloud revenue-share deal.
Alibaba (BABA) gave Kimi's maker 20,000 Nvidia (NVDA) chips. The White House says it trained on banned ones in Thailand.
Bloomberg reported Friday that Moonshot AI runs Kimi on about 20,000 Nvidia chips rented from Alibaba, its own 36% shareholder. Alibaba is cleared to buy 75,000 H200s and has taken almost none of them, so the contracted fleet is old stock. What K3 actually trained on is a separate question, and White House science director Michael Kratsios has already given his answer.