← entities
BABACNhyperscalerpublic

Alibaba Group

spillover graph 0

no relationships seeded yet

relationship list

    market consensus 7prediction-market quotes (latest)

    recent signals

    2026-07-15·BABA·export restriction
    not priced inmedup

    A Tom's Hardware article reports that the U.S. government has allowed Chinese telecom ZTE to purchase Nvidia H200 AI...

    A Tom's Hardware article reports that the U.S. government has allowed Chinese telecom ZTE to purchase Nvidia H200 AI chips, and notes that Alibaba, Tencent, ByteDance, and JD.com are among the approximately 10 Chinese companies that already have U.S. clearance to buy...

    window 30devidence 6BABA $112.32 / 45d n/a
    2026-07-11·BABA·export restriction
    not priced inlowup

    A Reddit post citing a South China Morning Post (SCMP) report indicates that China is planning to allow selected...

    A Reddit post citing a South China Morning Post (SCMP) report indicates that China is planning to allow selected companies, including Alibaba Group Holding, to buy limited numbers of Nvidia H200 AI chips.

    window 15devidence 6BABA $112.32 / 45d n/a
    2026-07-07·BABA·ai agent regulatory shutdown
    partly pricedmeddown

    Alibaba's Qwen, alongside ByteDance's Doubao, will shut down AI agent creation features on July 15, 2026, as China's...

    Alibaba's Qwen, alongside ByteDance's Doubao, will shut down AI agent creation features on July 15, 2026, as China's new Interim Measures for the Administration of Anthropomorphic AI Interaction Services take effect.

    window 10devidence 11BABA $112.32 / 45d n/a
    2026-07-03·BABA·supply chain disruption
    partly pricedlowdown

    Tom's Hardware reported that Taiwanese authorities are investigating AI GPU smuggling by Supermicro employees, with...

    Tom's Hardware reported that Taiwanese authorities are investigating AI GPU smuggling by Supermicro employees, with allegations that smuggled Nvidia chips ended up in Alibaba's warehouses.

    window 30devidence 12BABA $112.32 / 45d n/a
    2026-06-28·BABA·portfolio rotation signal
    partly pricedlowdown

    Chris Wood, a prominent Asia equity strategist at Jefferies, has reduced Alibaba's weight in his Asia ex-Japan...

    Chris Wood, a prominent Asia equity strategist at Jefferies, has reduced Alibaba's weight in his Asia ex-Japan long-only portfolio by one percentage point to increase exposure to South Korean memory chipmakers Samsung Electronics and SK Hynix.

    window 45devidence 5BABA $112.32 / 45d n/a
    2026-06-26·BABA·ai chip investment
    not priced inlowup

    On June 26, 2026, Digitimes reported that Alibaba Group's chip design subsidiary T-Head has tripled its registered...

    On June 26, 2026, Digitimes reported that Alibaba Group's chip design subsidiary T-Head has tripled its registered capital, signaling a major ramp-up in in-house AI semiconductor investment.

    window 30devidence 7BABA $112.32 / 45d n/a
    2026-06-24·BABA·regulatory change
    partly pricedmeddown

    Alibaba Group Holding Ltd. has sued the U.S. Department of Defense over its designation as a Chinese military company,...

    Alibaba Group Holding Ltd. has sued the U.S. Department of Defense over its designation as a Chinese military company, a label that can restrict the company's ability to contract with the U.S. government and signal geopolitical risk. The lawsuit, filed in federal court,...

    window 15devidence 8BABA $112.32 / 45d n/a
    2026-06-22·BABA·ai policy competition
    partly pricedlowdown

    On June 22, 2026, Tencent announced testing of an AI assistant 'Xiaowei' inside WeChat, aiming to challenge rivals...

    On June 22, 2026, Tencent announced testing of an AI assistant 'Xiaowei' inside WeChat, aiming to challenge rivals including Alibaba (BABA) in China's AI market Source 5.

    window 60devidence 5BABA $112.32 / 45d n/a
    2026-06-20·BABA·data center announcement
    not priced inlowup

    Alibaba Cloud has launched its fifth data center in Japan, as reported by Data Center Dynamics on June 19, 2026 source....

    Alibaba Cloud has launched its fifth data center in Japan, as reported by Data Center Dynamics on June 19, 2026 source.

    window 45devidence 6BABA $112.32 / 45d n/a
    2026-06-19·BABA·ai market size prediction
    not priced inlowup

    On June 19, 2026, Alibaba Group Chairman Joe Tsai stated in a Bloomberg Television interview that AI will create a $50...

    On June 19, 2026, Alibaba Group Chairman Joe Tsai stated in a Bloomberg Television interview that AI will create a $50 trillion economy (Bloomberg Television, timestamp 00:19:00).

    window 30devidence 7BABA $112.32 / 45d n/a
    2026-06-17·BABA·talent movement
    partly pricedlowdown

    On June 17, 2026, The Information reported that Junyang Lin, former lead researcher of Alibaba's Qwen AI models, has...

    On June 17, 2026, The Information reported that Junyang Lin, former lead researcher of Alibaba's Qwen AI models, has founded a new AI lab that raised several hundred million dollars at a ~$2B valuation, with Tencent Holdings backing the round (source).

    window 45devidence 7BABA $112.32 / 45d n/a
    2026-06-13·BABA·data center announcement
    not priced inmedup

    Alibaba Cloud has opened a new region in Malaysia to address rising demand for AI and cloud services, as reported by...

    Alibaba Cloud has opened a new region in Malaysia to address rising demand for AI and cloud services, as reported by Digitimes on June 13, 2026 (source).

    window 45devidence 6BABA $112.32 / 45d n/a
    2026-06-11·BABA·restructuring
    partly pricedlowdown

    Bloomberg reported on June 11, 2026, that Alibaba replaced DingTalk CEO Chen Hang with Chen Yusen after an internal...

    Bloomberg reported on June 11, 2026, that Alibaba replaced DingTalk CEO Chen Hang with Chen Yusen after an internal debate over the enterprise communication app's role in the company's AI strategy (source).

    window 30devidence 9BABA $112.32 / 45d n/a
    2026-06-09·BABA·export restriction
    partly pricedmeddown

    The U.S. Department of Defense added Alibaba to its 1260H list of Chinese military companies on June 8-9, 2026, as...

    The U.S. Department of Defense added Alibaba to its 1260H list of Chinese military companies on June 8-9, 2026, as reported by multiple outlets including TechCrunch, Financial Times, and Bloomberg. The designation allows the Pentagon to restrict U.S. companies from doing...

    window 10devidence 19BABA $112.32 / 45d n/a
    2026-06-05·BABA·industrial ai adoption
    not priced inlowup

    Alibaba has opened its Qwen large language model to enterprise customers including KFC, Luckin Coffee, and airlines,...

    Alibaba has opened its Qwen large language model to enterprise customers including KFC, Luckin Coffee, and airlines, according to a Digitimes report (source).

    window 30devidence 7BABA $112.32 / 45d n/a
    2026-06-04·BABA·ai platform expansion
    not priced inmedup

    Alibaba Group is opening its Qwen AI assistant to third-party agents, starting with major brands like KFC and Mixue,...

    Alibaba Group is opening its Qwen AI assistant to third-party agents, starting with major brands like KFC and Mixue, according to a South China Morning Post report source.

    window 30devidence 7BABA $112.32 / 45d n/a
    2026-06-03·BABA·new product launch
    not priced inlowup

    On June 3, 2026, Alibaba released Qwen3.7-Plus, a multimodal AI model supporting text, video, and imagery inputs with a...

    On June 3, 2026, Alibaba released Qwen3.7-Plus, a multimodal AI model supporting text, video, and imagery inputs with a 1M-token context window.

    window 30devidence 6BABA $112.32 / 45d n/a
    2026-06-02·BABA·partnership
    not priced inmedup

    Alibaba has been selected as the AI and cloud partner for UEFA and UC3 (a university consortium), as reported by...

    Alibaba has been selected as the AI and cloud partner for UEFA and UC3 (a university consortium), as reported by DataCenterDynamics on June 1, 2026.

    window 30devidence 5BABA $112.32 / 45d n/a
    2026-05-27·BABA·risc v adoption signal
    not priced inlowneutral

    On May 27, 2026, The Register reported that Alibaba has successfully ported Android 16 to run on the RISC-V...

    On May 27, 2026, The Register reported that Alibaba has successfully ported Android 16 to run on the RISC-V architecture, citing the company's ongoing work with the open-source instruction set.

    window 90devidence 5BABA $112.32 / 45d n/a
    2026-05-22·BABA·design loss
    partly pricedmeddown

    Alibaba has publicly acknowledged that it is struggling to keep up with rival chipmakers and AI companies, according to...

    Alibaba has publicly acknowledged that it is struggling to keep up with rival chipmakers and AI companies, according to a report from The Register on May 22, 2026.

    window 60devidence 9BABA $112.32 / 45d n/a