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
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
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
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.
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Competitive dynamics: If Alibaba successfully integrates tokenized bank rails, other commerce platforms and payment processors will face pressure to adopt similar constructs.
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Last updated: 21 December 2025
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