BABA(US:BABA) Bloomberg Television·2025-10-17 02:51AI Deployment & Impact - Alibaba is deploying generative AI across its e-commerce platforms during the Double 11 Shopping Festival [1] - The company reworked its 2 billion product listings using a large language model [1][2] - AI improves product relevance by 20% for semantically complex consumer queries [3][4] - AI leads to a 10% improvement in clicks by providing consumers with more relevant and surprising product recommendations [5] Merchant Benefits & Cost Savings - Alibaba provides merchants with a comprehensive suite of AI tools, including content generation, customer service, and marketing [6] - Merchants are saving 20 million Chinese Yuan per day in customer service costs through AI adoption [7] Investment & Future Plans - Alibaba plans to increase CapEx spending beyond the previously pledged 380 billion Chinese Yuan [7] - The usage of AI in terms of inference and tokens is increasing rapidly [8]