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Alibaba, China and DeepSeek

Fortune on MSN · 2d

China tech firms like Alibaba and Lenovo are rallying on DeepSeek hype and AI’s ‘once every several decades’ opportunity

The DeepSeek revolution is rippling through China’s tech sector, as hundreds of companies adopt the buzzy AI model in their own products. The AI—open-source, powerful, and relatively cheap—upended pessimistic narratives about China’s tech sector.

Business Insider · 2d

Alibaba (BABA) Drives Hong Kong Shares to 3yr High as China Tech Stocks Rally on AI Hopes

Alibaba (NYSE:BABA) helped lift shares in Hong Kong to a three-year high Friday, as investors piled into Chinese tech names on a swelling

China Stocks Close Higher Amid DeepSeek AI and Alibaba Hope

Chinese shares closed higher amid positive sentiment over tech stocks and Chinese AI firm DeepSeek. Alibaba's latest earnings are buoying the upbeat mood toward Chinese tech stocks and foreign investors' interest in Chinese equities after DeepSeek's tech breakthrough.

Alibaba commits US$53 billion for AI infrastructure

Alibaba commits US$53 billion for AI infrastructure in largest private computing project

The spending over the next three years is more than half the US$100 billion the US plans for its Stargate project.

Alibaba commits $53 billion to AI and cloud computing investment through 2027

Alibaba announces historic $380B yuan investment in AI and cloud computing infrastructure over next 3 years, marking largest tech investment following Chinese regulatory shifts.

Reuters on MSN · 4h

Alibaba to invest more than $52 billion in AI over next 3 years

Alibaba said on Monday it plans to invest at least 380 billion yuan ($52.44 billion) in its cloud computing and artificial intelligence infrastructure over the next three years. The Chinese e-commerce giant had said it had plans to invest in the sector while announcing its results on Friday,

4don MSN

DeepSeek's outside funding draws interest from Alibaba, Chinese state funds, The Information reports

Chinese AI startup DeepSeek is considering outside funding for the first time and has drawn interest from Alibaba and state ...

10d

DeepSeek Got The Spotlight, Alibaba Won Apple’s AI Business

Apple has picked Alibaba over DeepSeek to roll out its AI-powered suite of services for the iPhone in China — a move designed ...

The Edge Singapore5h

DeepSeek a ‘gamechanger’ and a ‘threat’ to high-end chips; AI beneficiaries continue re-rating: DBS

Strong demand for advanced AI chips, particularly from hyperscalers, could change if customers start turning to ...

Analytics India Magazine1h

Chinese Giant Alibaba to Invest Over $52 Billion in AI Over the Next Three Years

Alibaba Cloud will become the most important AI infrastructure and one of the largest cloud computing networks for outputting ...

1hon MSN

DeepSeek has stoked a rotation out of India stocks into Chinese equities — but experts advise caution

Chinese stocks, led by a tech rally, have been on a tear since the release of DeepSeek’s R1 model that challenged the ...

2don MSN

Chinese universities launch DeepSeek courses to capitalise on AI boom

Universities across China have launched artificial intelligence (AI) courses this month based on Chinese AI startup DeepSeek, ...

3d

Alibaba plans major AI investment as revenues rebound in third quarter

Chief executive Eddie Wu said AI was "the kind of opportunity for industry transformation that only comes around only once ...

Hosted on MSN21h

Beyond DeepSeek: Rising Chinese AI Firms To Watch in 2025

The disruptive success of DeepSeek has highlighted the growing number of smaller Chinese AI firms reshaping the AI race.

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