Core Viewpoint - Alibaba has significantly increased its investment in AI, with over 100 billion yuan spent in the past four quarters, demonstrating its commitment to the AI sector and dispelling market concerns about reduced investment [2][3]. Group 1: Financial Performance - In Q1 of FY2026, Alibaba's AI and cloud capital expenditure reached 38.6 billion yuan, a year-on-year increase of 220%, marking a new quarterly high [2]. - Alibaba Cloud's revenue growth accelerated to 26%, the highest in three years, driven by AI-related products, which have seen triple-digit year-on-year growth for eight consecutive quarters [2][3]. - AI revenue now accounts for over 20% of external commercialization revenue [2]. Group 2: AI Strategy - Alibaba's AI strategy focuses on a full-stack approach, integrating capabilities across various layers, including computing power, cloud, models, and applications, similar to Google's strategy [5][6]. - The company plans to invest 380 billion yuan in cloud and AI hardware infrastructure over the next three years, surpassing the total investment of the past decade [6]. Group 3: Global Infrastructure and Model Development - Alibaba Cloud has launched eight new AI and cloud data centers in various regions, with plans to expand to 30 regions and 95 availability zones by the end of the year [7]. - The company has developed a series of advanced AI models, achieving multiple global open-source championships and significant downloads, with over 300 models released and more than 400 million downloads [10]. Group 4: AI Applications - Alibaba is integrating AI across its various business units, with initiatives like DingTalk's new AI-driven office system and the launch of Gaode Map 2025, which features an AI assistant for personalized travel planning [14][16]. - The introduction of the RecGPT model on Taobao aims to enhance user experience and efficiency, resulting in over 5% increases in user engagement metrics [19]. Group 5: Long-term Vision - Alibaba's long-term commitment to AI is characterized by substantial investments in model development and open-source initiatives, positioning the company as a leader in the AI ecosystem [21][22].

Core Insights - Alibaba International's AI solution Marco has achieved an impressive daily usage of 1 billion calls, marking a significant milestone in the cross-border e-commerce sector and representing a 1000-fold increase compared to 2023 [1] - The SAIL Star Award was granted to Marco at the World Artificial Intelligence Conference, highlighting its status as a groundbreaking AI application [1] Technical Milestones Behind SAIL Star - The AIBusiness team, established in April 2023, has developed Marco over two years, transitioning from a single-function model to a comprehensive solution covering over 60 scenarios in e-commerce, with support for more than 30 languages [3] - Marco's core innovation lies in deeply integrating large model technology into specific business applications, creating a complete loop from technology development to commercial monetization [3] Evolution of Five-Layer Technical Architecture - Marco's success is attributed to its unique five-layer technical architecture, featuring a self-developed inference engine, MarsEngine, which has achieved a 116% throughput improvement in translation scenarios compared to industry-standard engines [4] - This foundational performance breakthrough ensures high-frequency calls are technically supported, with real-time latency reduced to one-eighth of competitors [4] AI Technology Industrialization - The daily 1 billion call volume exemplifies AI technology's transition from laboratory settings to industrial applications, contrasting with the common industry challenge of "impressive demonstrations but difficult implementations" [5] - Marco's standardized capability output and scenario-based solutions demonstrate sustainable operational capacity for AI in complex business environments [5] Aidge Open Platform and Ecological Revolution - Alibaba International's broader strategy includes the Aidge open platform, which has seen a 23-fold increase in external partner call volumes by open-sourcing core models like Marco and collaborating with leading service providers [7] - This "technology sharing-ecosystem co-construction-business win-win" model enables exponential growth in call volumes every two months [7] Significance of Cross-Border E-commerce in AI Application - Cross-border e-commerce is emerging as a leading field for large-scale AI applications, with implications that extend beyond the success of a single company [9] - The open development of tools like the AgenticADK framework is shifting the power of industry standard-setting, emphasizing the broader industrial value recognized by the SAIL Star judging panel [9] Insights on Large-Scale AI Application Era - Marco's implementation illustrates that the breakthrough in AI commercialization lies in the integration of deep technology, broad scenarios, and robust ecosystems [10] - This methodology is redefining the relationship between AI and industry, moving from isolated intelligence to comprehensive, end-to-end solutions [10]

Core Insights - Alibaba International's AI solution Marco won the SAIL award at the 2025 World Artificial Intelligence Conference, marking it as the first in its field to receive this recognition [1] - The AI solution supports over 30 languages and covers more than 60 e-commerce scenarios, providing cost-effective solutions for marketing, compliance, and after-sales [1] - The average daily usage of Alibaba International's AI services has surged to over 1 billion calls as of July 2025, compared to just 1 million in 2023 [1] Group 1 - The most frequently used AI features by merchants include image translation, image recognition for product information enhancement, and marketing copy generation [1] - The translation feature transitioned from a small model to a large model by the end of last year, resulting in a 30% increase in consumer satisfaction in top European languages [1] - AI-driven SEO now accounts for nearly 40% of overall SEO efforts, with potential to reach 50% or more in the future [1] Group 2 - Alibaba International has introduced various AI agents, including a smart refund agent, HScode agent for customs compliance, and an online recruitment agent [2] - The smart refund agent has reduced refund costs for merchants by 15% through its multimodal understanding and reasoning capabilities [2] - The accuracy of the HScode agent has improved by 23%, while the online recruitment agent has nearly doubled the effectiveness of email acquisition [2] Group 3 - Alibaba International's core AI technologies, including the Marco large language model, Ovis multimodal model, and Agentic ADK for agent application development, have all been open-sourced [2]

Core Insights - Alibaba's international cross-border e-commerce AI solution, Marco, won the SAIL Star Award at the 2025 World Artificial Intelligence Conference, marking it as the first recipient in this field [1] - Marco, developed by Alibaba's AI Business team, supports over 30 languages and covers more than 60 scenarios across the e-commerce value chain, providing solutions for marketing, compliance, and after-sales at a lower cost than mainstream large models [1] - The daily usage of Marco has reached 1 billion calls, a 1000-fold increase compared to 2023, and all capabilities are available for trial on Alibaba's AI open platform, Aidge [1] Technology and Application - In April 2023, Alibaba International Digital Commerce Group established a dedicated AI large model department, AI Business, to explore AI technology in global e-commerce scenarios [3] - All e-commerce platforms under Alibaba International have integrated AI solutions, with the most frequently used AI features being image translation, image recognition for product information enhancement, and marketing copy generation [3] - The translation feature transitioned from small models to large models by the end of last year, resulting in a 30% increase in consumer satisfaction in top European languages due to improved translation quality [3] - AI-driven SEO now accounts for nearly 40% of overall SEO efforts, with potential to reach 50% or more in the future [3] - External partners have seen a 23-fold increase in AI usage, with major cross-border e-commerce service providers integrating Alibaba's AI services [3] - The call volume for Alibaba's AI services doubles every two months, with an average daily call volume exceeding 1 billion as of July 2025, making cross-border e-commerce the first industry to achieve large-scale AI application [3] Technical Architecture - Alibaba International AI Business has developed a comprehensive AI solution for cross-border e-commerce, consisting of a five-layer technical architecture [4] - The infrastructure layer includes the MarsEngine inference engine, which optimizes token generation scheduling, KV cache, operator fusion, and computation, achieving a 116% improvement in extreme throughput compared to industry-leading engines [5] - The data layer has established a large-scale data collection, processing, and screening platform for model training, along with an evaluation framework for industrial applications [5] - The model layer offers multi-language enhanced Marco-LLM, e-commerce optimized translation model Marco-MT, self-developed multi-modal understanding model Ovis, and image generation model [5] - The product layer provides standardized capabilities for various business scenarios [5] - The AI solution layer delivers end-to-end AI capabilities or product collections for high-value scenarios [5]

阿里海外将长期在 AI 投入和业务发展中找动态平衡。 文丨邱豪 编辑丨管艺雯 我们了解到，11 月 12 日，阿里在海外推出对话式 AI 搜索引擎 Accio，面向全球商家开放，这是全球第一个 B2 领域的 AI 搜索引擎。 Accio 的页面主体是对话框，产品形态类似于 AI 搜索引擎 Perplexity，定位是个人采购代理。当用户输入需求之 后，它会通过供货商、定制范围、价格、终端零售销量、客户评价等信息筛选，输出符合的商家和商品。据我们 了解，Accio 意在整合全球超过 3000 万家参与跨境贸易的供应链企业信息，作为对比，阿里国际站收录的商家数 量为 25 万个。 Accio 的首页。 此前，Accio 的部分能力已在阿里国际站的 "找工厂" 模块中灰度上线，一位阿里海外人士称，试运行中，用户搜索 到采购的转化率有了 20% - 30% 的提升。 我们了解到，截至上线当天，Accio 覆盖的商品量已扩展到亿级。目前，PC 和 WAP 端（电脑和手机的网页版）产 品已上线，覆盖英语、德语、法语、西班牙语和葡萄牙语 5 种语言，移动端产品还在开发过程中。 Accio 项目由阿里国际站总裁张阔负责。目前 ...