中国互联网

Sources: the US cleared ~10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to buy Nvidia H200 chips, but no deliveries have been made (www.reuters.com)
2026-5-14 China Alibaba Tencent Nvidia

Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available “month by month” (www.theinformation.com)
2026-5-14 China AI Tencent

Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part due to investments, as it seeks to monetize AI (www.bloomberg.com)
2026-5-13 Alibaba AI 4Q

Tencent reports Q1 revenue up 9% YoY to ~$28.9B, below ~$29.4B est., and net income of ~$8.5B, meeting est., amid a costly AI pivot; its stock is down 23% YTD (www.bloomberg.com)
2026-5-13 AI Tencent

China's CSI AI Index, which tracks AI supply chain companies, is up 28%+ YTD, while HK's Hang Seng Tech Index, which includes Alibaba and Tencent, is down 8% (www.ft.com)
2026-5-13 China Alibaba AI Tencent

The Pentagon's mishandled blacklisting of Alibaba and Baidu in February shows how the Trump administration is often at odds with itself on how to approach China (www.bloomberg.com)
2026-5-7 Trump China Alibaba Pentagon

Sources and memos: Tencent employees used Claude Code to assist them with evaluating and fine-tuning the company's new Hy3 model to improve its performance (www.theinformation.com)
2026-4-28 Tencent

Alibaba says its Qwen AI models will be integrated into BYD, Volkswagen, and other cars, letting users buy food and tickets via voice commands on select models (www.cnbc.com)
2026-4-24 Alibaba AI

Tencent releases Hy3-preview, its first AI model developed under former OpenAI researcher Yao Shunyu; the model features 295B parameters, down from HY2's 400B (www.scmp.com)
2026-4-23 AI Tencent

Alibaba launches Qwen3.6-27B, an open-weight dense model with 27B parameters, saying it surpasses Qwen3.5-397B-A17B on major coding benchmarks (qwen.ai)
2026-4-23 Alibaba

Sources: Tencent and Alibaba are in talks to invest in DeepSeek at a $20B+ valuation, partly benchmarked against Moonshot's pending round at an $18B valuation (www.theinformation.com)
2026-4-22 Alibaba Tencent

Tencent launches an international beta for QClaw, its OpenClaw-based AI agent, and says the Chinese version, launched in March, reached over 1M users in 10 days (kr-asia.com)
2026-4-22 China AI Tencent

A UK tribunal rules Microsoft must face a lawsuit alleging it overcharged UK businesses to run Windows Server on cloud services from Amazon, Google, and Alibaba (www.reuters.com)
2026-4-22 Google Amazon Microsoft Alibaba

China fines leading food delivery apps, including Alibaba and Meituan, a combined ~$528M, the largest fine for the sector since the 2015 food safety law (www.bloomberg.com)
2026-4-17 China Alibaba

Alibaba unveils Qwen3.6-35B-A3B, an open-weight MoE model with 35B total and 3B active parameters, saying it rivals larger dense models in agentic coding tasks (qwen.ai)
2026-4-17 Alibaba

Alibaba's new Token Hub unit releases Happy Oyster, a new AI world model that can create 3D environments, interactive videos, films, video content, and games (www.bloomberg.com)
2026-4-16 Alibaba AI

Sources: Alibaba appointed Cloud CTO Zhou Jingren to lead its AI unit after a pivot from open source to monetizable “MaaS” models led to Qwen exec departures (www.ft.com)
2026-4-10 Alibaba AI

Alibaba led a ~$293M funding round for ShengShu, just two months after the creator of the Vidu AI video generator raised ~$88M (www.bloomberg.com)
2026-4-10 Alibaba AI

Sources: Alibaba anonymously released an AI video model called HappyHorse-1.0, which ranks top of Artificial Analysis' AI model leaderboard, above Seedance 2.0 (www.theinformation.com)
2026-4-9 Alibaba AI

A look at Tencent-backed Even Realities, which makes $600 G2 smartglasses with no cameras; Omdia says AI smartglasses shipments grew 322% YoY to 8.7M in 2025 (www.ft.com)
2026-4-9 AI Tencent

Alibaba and China Telecom launch a data center in southern China that is powered by 10,000 of Alibaba's Zhenwu chips designed for AI training and inferencing (www.cnbc.com)
2026-4-9 China Alibaba AI

Memo: Alibaba Cloud CTO Jingren Zhou will step down as CTO to focus on leading AI models in the new role of chief AI architect; executive Feifei Li becomes CTO (www.theinformation.com)
2026-4-8 Alibaba AI

Z.ai raises prices for its most advanced AI model, GLM-5.1, by at least 8% compared to GLM-5 Turbo, joining Alibaba and Tencent as demand for agentic AI surges (www.bloomberg.com)
2026-4-8 Alibaba AI Tencent

Niantic Spatial launches Scaniverse, a platform that lets companies and individuals create robot-ready 3D maps using phone, 360-degree camera, and drone data (www.fastcompany.com)
2026-4-8 Robot Drone Qihoo

A look at Tencent-backed Even Realities, which makes $600 G2 smartglasses with no camera; Omdia says AI smartglasses shipments grew 322% YoY to 8.7M in 2025 (www.ft.com)
2026-4-7 AI Tencent

A look at Alibaba's Accio, an AI sourcing tool that helps small online sellers connect with manufacturers, including in China; it exceeded 10M MAUs in March (www.technologyreview.com)
2026-4-7 China Alibaba AI

Alibaba releases Qwen3.6-Plus, its third proprietary, closed-source AI model launched within a three-day period, saying it “drastically enhanced” agentic coding (www.bloomberg.com)
2026-4-2 Alibaba AI

Alibaba's new Qwen3.5-Omni multimodal model, which processes text, audio, images, and video, is proprietary, marking a shift away from its open-source strategy (www.theinformation.com)
2026-3-31 Alibaba

Alibaba releases its Qwen3.5-Omni omnimodal LLM with support for 10+ hours of audio input, saying the Plus variant surpasses Gemini 3.1 Pro on audio benchmarks (qwen.ai)
2026-3-31 Alibaba

Sources: Alibaba and ByteDance plan to order Huawei's new 950PR AI chip after tests show better CUDA compatibility; Huawei targets ~750K 950PR shipments in 2026 (www.reuters.com)
2026-3-27 Alibaba AI

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