BABA(US:BABA) Guan Cha Zhe Wang·2025-11-15 14:29Core Viewpoint - The article highlights the increasing tension between the U.S. and China in the AI sector, particularly focusing on Alibaba's launch of the Qwen-based Qianwen APP, which is seen as a direct competitor to ChatGPT. The U.S. has made unsubstantiated accusations against Alibaba, suggesting it provides technical support to the Chinese military, which Alibaba has strongly denied [1][2][3]. Group 1: U.S. Accusations and Reactions - The U.S. has made accusations against Alibaba without providing substantial evidence, indicating a strategic move to create market pressure and disrupt confidence as China achieves significant advancements in AI technology [2][3]. - Alibaba's response to the accusations emphasizes the lack of credibility in the claims and questions the motives behind the anonymous leaks [1][3]. Group 2: Qwen APP and Its Significance - The Qianwen APP, powered by multiple Qwen models, is designed to be a productivity tool, contrasting with the entertainment-focused AI applications currently available. It is seen as a serious competitor to ChatGPT [3][10]. - The Qwen model family has gained significant traction, with over 300 models open-sourced in 2023 and a total download exceeding 600 million, indicating its popularity and effectiveness in various applications [3][10]. Group 3: Global Recognition and Market Impact - Qwen has received praise from notable figures in the tech industry, including NVIDIA's CEO Jensen Huang, who regards it as one of the best open-source models available [7][10]. - Major global brands, such as BMW and Starbucks, have adopted Alibaba's Qwen models, showcasing its growing influence and acceptance in the market [10]. Group 4: Broader Implications of AI Competition - The article draws parallels between the current AI competition and historical events, suggesting that the launch of the Qianwen APP represents a pivotal moment for China in the global AI landscape, akin to the U.S. reaction to the Soviet Union's space achievements [11][12]. - The U.S. has initiated significant investments, such as the Stargate Project, to maintain its leadership in AI, reflecting the perceived threat from China's advancements [12][13]. Group 5: Future Outlook - The launch of the Qianwen APP signals a shift in the AI landscape, where China is no longer just a follower but is now competing on equal footing with the U.S. in defining AI technologies and standards [14][15]. - The article concludes that the competition in the AI sector is just beginning, with China now holding a strong position in the global AI "game" [14][15].