Global Scans · Alibaba · Weekly Summary

• [New] Alibaba plans to continue significant investment in its Taobao Quick Purchase service, expressing no concern over potential losses for the next three years. To The Moon
• [New] You will not only be part of a trend as Alibaba (the world's biggest online commerce company) and Baidu (China's top search engine) plan mini-app launching in China but you will potentially increase your mobile app revenue. Wolfpack Digital
• [New] For the first time, the OBS Olympic Video Player will deliver high-definition live streams using Alibaba Cloud's infrastructure, enabling smaller broadcasters to access professional-grade broadcast capabilities without heavy upfront investment. Digital News Asia
• To own Alibaba today, you need to believe its heavy AI and cloud spending will ultimately justify current margin pressure, while China's softer regulatory tone holds. Yahoo Finance
• Beijing is moving closer to formally approving imports of advanced AI chips, which could unlock massive demand from Chinese tech giants including Alibaba, Tencent, and ByteDance. investing.com
• Alibaba will invest $52 billion in AI infrastructure over the next three years. Network World
• The strategic pivot for Alibaba and its peers in 2026 will be the internationalization of their AI services. Valley City Times-Record
• Buying products online from big marketplaces like Amazon or Alibaba could be replaced by direct transactions with producers, thanks to Mars 3.0's colonized marketplace. MEXC
• Alibaba Group Holding Ltd. plans to link its flagship online shopping and travel services to its AI app, taking its biggest step yet to build Qwen into its one-stop artificial intelligence platform for consumers. Silicon Valley
• E-commerce giant Alibaba climbed 4.3% and Baidu, maker of the Ernie chatbot, jumped 9.4% in Hong Kong after it said it plans to spin off its AI computer chip unit Kunlunxin, which would list shares in Hong Kong early in 2027. Coeur d'Alene Press
• The largest operators - AWS, Microsoft, Google, Meta, Oracle, and Alibaba - are expanding aggressively to meet surging demand for AI and cloud services, with capital expenditures projected to exceed $600 billion in 2026. DataCenterKnowledge
• E-commerce giant Alibaba climbed 3.7% and Baidu, maker of the Ernie chatbot, jumped 9.5% after it said it plans to spin off its artificial intelligence computer chip unit Kunlunxin, which would list shares in Hong Kong early 2027. KIRO 7 News Seattle
• Alibaba plans to deploy USD50bn into AI over three years, intending to shift earnings contribution away from a flattening e-commerce business toward cloud and AI services, where its scale is meaningful, but monetization still lags western peers. Ashmore Group

Last updated: 15 February 2026