Global Scans · Alibaba · Weekly Summary

• [New] Major Chinese internet firms like Alibaba, Tencent, and Baidu are accelerating AI investments, with combined spending projected to exceed $10 billion in 2026 to enhance cloud services and generative models amid U.S. restrictions. GeopoliticsUnplugged Substack
• [New] Alibaba signaled it may exceed its planned 380 billion yuan AI buildout as cloud demand outpaces available compute, a trend analysts expect peers to follow. / China Balfour Capital Group
• [New] Alibaba denies US national security claims; China embassy calls allegations baselessThe US accused Alibaba of funneling data and tech to China's PLA, deeming it a national security threat under CFIUS review of cloud deals worth $10 billion. GeopoliticsUnplugged Substack
• [New] Alibaba is expanding its consumption ecosystem and capturing the AI-driven cloud demand, which suggests that the momentum in its business and stock will likely sustain. Barchart.com
• Alibaba to use JPMorgan's blockchain for tokenized USD / EUR payments - Alibaba plans to use JPMorgan's blockchain rails for tokenized dollar and euro payments to support cross-border commerce flows. News, Events, Advertising Options
• Competitive dynamics: If Alibaba successfully integrates tokenized bank rails, other commerce platforms and payment processors will face pressure to adopt similar constructs. News, Events, Advertising Options

Last updated: 14 December 2025