BABA(US:BABA) 程序员的那些事·2025-06-14 06:23Core Viewpoint - Alibaba is betting on AI for its future amidst intense industry competition, with a renewed focus on e-commerce and cloud computing as key areas for growth [1][2]. Group 1: Strategic Shift and AI Focus - Alibaba's chairman, Cai Chongxin, acknowledged the company had "lost direction" and is now accelerating its AI development in response to competitive pressures, particularly from DeepSeek's low-cost, high-performance AI models [1]. - The company has launched its Qwen series of models in a rapid response to the competitive landscape, demonstrating a strong performance and competitiveness [1]. - The strategic shift follows a significant restructuring and streamlining of Alibaba's vast business empire over the past two years, with AI seen as a crucial element to revitalize its core operations [1]. Group 2: Open Source Strategy and Market Position - The decision to open-source the Qwen model is aimed at increasing AI accessibility and driving explosive growth in various applications, which will ultimately benefit Alibaba's core cloud computing business [2]. - The Qwen model has gained recognition as one of the most popular open-source large language models globally, according to rankings from third-party platform Hugging Face [2]. Group 3: Investment and Challenges - Alibaba plans to invest over 380 billion RMB (approximately 53 billion USD) in AI infrastructure over the next three years, indicating a strong commitment to this strategic direction [3]. - Despite significant investments and determination, the company faces ongoing challenges, with its revenue growth reported at only 7% in the first quarter of this year [3].