BABA(US:BABA) 硬AI·2025-06-12 07:04Core Viewpoint - Alibaba is accelerating its AI development in response to competition, particularly after the release of DeepSeek's R1 model, leading to the launch of its Qwen series models, which are now among the most popular open-source large language models globally [2][3]. Group 1: Competitive Response - Following the release of DeepSeek's R1 model, Alibaba's engineers worked through the Spring Festival holiday to catch up in AI development [2][3]. - The company has committed to investing over 380 billion RMB (approximately 53 billion USD) in AI infrastructure over the next three years [3]. Group 2: AI Strategy and Market Position - Alibaba is focusing on general artificial intelligence (AGI) and has rapidly released new models, positioning itself strongly in the AI market [3]. - The decision to open-source the Qwen series models aims to promote AI application proliferation, which is expected to benefit Alibaba's cloud computing business [3][4]. Group 3: Current Challenges and Future Outlook - Despite significant investments in AI, Alibaba's sales growth was only 7% year-on-year in Q1 2024, indicating uncertainty in the return on investment [4]. - The company is navigating a challenging period but remains optimistic about its future direction and growth potential [4].