Alibaba--the transformational bellwether for AI

By John Barbon

The emergence of China’s DeepSeek, which burst out of obscurity and into the center of the tech universe is changing the landscape of AI world significantly. And the release of DeepSeek's low-cost AI model has prompted global investors to reassess the valuation of Chinese assets and buy Chinese stocks, in which Alibaba is hopefully the most important beneficiary, which has become the transformational bellwehter for AI.

It is not an overstatement to say that Alibaba will be the transformational bellwether for AI. The cooperation with Apple is intensifying Alibaba's leading position in AI industry. After several years of "auditioning", the partner for the Apple's AI services in China has finally been finalized, that is Chinese e-commerce giant Alibaba.

Apple ultimately chose Alibaba as its AI partner in China partly because Alibaba has superior technological maturity and service experience compared to other Chinese technology companies.

As a Chinese e-commerce giant, Alibaba has a large amount of personal data about users' shopping and payment habits. These data can help Alibaba train AI models and provide more customized services for Apple users; On the other hand, as the largest cloud service provider in China, Alibaba Cloud's computing power resources can directly support the training and inference of AI models, reducing Apple's AI service deployment costs. In addition, Apple has also set its sights on the cutting-edge capabilities of Alibaba's AI model, Qwen.

Apple will deeply integrate multiple functions of Qwen to optimize the user experience of photo search and text rewriting on iPhone. Users will also be able to call the large model through the voice assistant Siri to complete commands.

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