财联社·2025-08-10 09:36Core Viewpoint - The article discusses the resurgence of strategic investments by major tech companies in the AI sector, highlighting their differing investment strategies and focus areas in the context of the ongoing AI boom [2][16]. Group 1: Alibaba's Investment Strategy - Alibaba has made significant investments in the AI industry, including a recent angel round investment in nuclear fusion startup Nova Fusion, amounting to a billion-level investment [3]. - The company has established a comprehensive investment strategy that spans the entire AI industry chain, from energy supply to AI applications, with notable investments in projects like Silicon-based Flow and Yuzhu Technology [5][8]. - Alibaba's investment approach aims to create a closed-loop capability in AI, ensuring scarcity and bargaining power in upstream segments while fostering synergy across its various business lines [8]. Group 2: Other Major Players - ByteDance has adopted a cautious investment approach, focusing on strategic alignment with its core business, and has only made a few external investments in AI this year [13][14]. - Ant Group has concentrated its investments in the embodied intelligence sector, establishing a subsidiary dedicated to developing robotic products for various applications, including healthcare [9][10]. - JD.com has recently ramped up its investment activities in embodied intelligence, making multiple announcements in a short period, indicating a more aggressive stance compared to its previous investment behavior [11][12]. Group 3: Tencent's Cautious Approach - Tencent has maintained a relatively conservative investment strategy, participating in various AI projects but without a clear focus on any specific area within AI [16]. - The company’s strategy reflects a tendency to wait for the industry to mature before making significant investments, which is consistent with its historical approach [16].