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Artificial Intelligence▲ · 1 stocks
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Alibaba Unveils Zhenwu V900 AI Chip, Expands Qwen and Global Cloud Push
Alibaba is expanding across the AI stack, from its Qwen models and proprietary chips to cloud infrastructure and overseas markets, as it prepares for a larger role in the global AI race. The company is already working on Qwen 4, while future versions like Qwen 5 are designed to scale up to 10 trillion parameters, and the Qwen 3.8-Max model has gone through 33 rounds of recursive self-improvement. Alibaba unveiled its Zhenwu V900 accelerator, calling it China's most powerful AI accelerator, with commercial use expected in 2027. Alibaba Cloud is expanding internationally with new data centers planned in Turkey, Finland and the Netherlands, plus added capacity in Malaysia, Germany, the UAE, France and Hong Kong, building on its current 107 availability zones across 31 regions. According to Gartner, BABA was the world's fourth-largest cloud IaaS provider by revenues in 2025, behind Amazon, Microsoft and Google, and the largest in Asia-Pacific with a 22.5% regional market share, while AI-related products have maintained triple-digit year-over-year growth for 12 straight quarters and now account for more than one-third of Alibaba Cloud's external revenues. Alibaba is working through a RMB380 billion, three-year investment plan, with about RMB190 billion spent by the June quarter, and the Zacks Consensus Estimate for BABA's fiscal 2027 and 2028 EPS implies year-over-year growth of roughly 67% and 40%, respectively, though the stock remains a Zacks Rank #3 (Hold).
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THG Lists IDTrust on IBM Cloud Catalog in Global Partnership
The Hashgraph Group, or THG, announced that its IDTrust self-sovereign identity platform has been validated and officially listed on the IBM Cloud Catalog, making it among the first commercial Hedera-powered enterprise applications directly purchasable as a SaaS product through a major cloud marketplace. THG also qualified for IBM Silver Partner status and signed a global Embedded Solution Agreement with IBM covering Cloud and AI technology, a licensing and partnership agreement that lets technology partners integrate IBM technology into their own proprietary products to sell a complete, single-branded solution. IDTrust is a decentralized self-sovereign identity platform with enterprise-grade cryptography for AI agents, devices, and humans, already deployed with a leading European telecoms operator to power verified caller identity, and it provides decentralized identifiers and verifiable credentials built on open W3C standards and designed to support the EU eIDAS 2.0 framework. The listing comes as Gartner projects that 40% of enterprise applications will embed task-specific AI agents by the end of 2026, up from less than 5% in 2025, and as Know Your Agent moves from a theoretical concern to an enterprise priority. For Hedera Hashgraph, the listing represents a significant distribution milestone, since IBM has been a member of the Hedera Governing Council since 2019 and enterprise clients can now purchase Hedera-anchored identity infrastructure through existing IBM consumption commitments.
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Alibaba Falls 4% as Reported Beijing AI Probe Hits DeepSeek and Moonshot AI
Alibaba shares fell 4% to $112.09 on Wednesday after Bloomberg reported that Chinese regulators have opened a probe into AI startups DeepSeek and Moonshot AI over data security concerns, a move that attaches regulatory risk to the AI model layer where Alibaba's Qwen competes. Baidu eased 2% to $90.26 and JD.com fell 1% to $27.08, both shallower declines than Alibaba's, indicating the selling targeted AI model and cloud exposure rather than Chinese technology broadly. The reported probe began after accusations from Anthropic that the two startups had been routing sensitive data through its Claude models; DeepSeek, Moonshot AI and Anthropic are all privately held, and Alibaba is not named in the probe. The decline reverses part of the gain Alibaba shares had made earlier this week after its Apsara conference in Hangzhou, where the company unveiled a new line of AI chips it says are China's most powerful and built for frontier-model training. Alibaba Cloud Intelligence chief technology officer Li Feifei said Wednesday that Alibaba will set up its first cloud regions in Turkey, Finland and the Netherlands over the coming year and expand its data center footprint in Malaysia, Germany, the United Arab Emirates, France and Hong Kong, underpinned by a plan to build a 20-gigawatt global data center network by 2032. Leonid Mironov, a portfolio manager at Gavekal Capital, told Bloomberg that investors fear Beijing may heighten scrutiny of the industry and that sentiment has weakened because the scope of regulation remains unclear and may risk slowing China's model development.