Key Metrics
Company Snapshot
Alibaba is a Cloud company, based in Hangzhou, Zhejiang, China, founded 1999 by Jack Ma. Market cap $288.63B (As of Aug 2026, companiesmarketcap.com).
Recent changes
- Sep 21, 2026Sep 21, 2026Alibaba Cuts Audio AI Pricing 98% With New Omni Model Pulse story
- Sep 10, 2026Sep 10, 2026Invested in UniPat AI ($300M) Bloomberg
- Sep 10, 2026Sep 10, 2026Alibaba, Tencent Back UniPat AI At $2.5B Pulse story
- Aug 24, 2026Aug 24, 2026Invested in Xpeng Robotics ($900M) Electrek
- Aug 24, 2026Aug 24, 2026Alibaba Shares Plunge 10% on $10.2B AI Share Sale Pulse story
Earlier changes (10)
- Aug 23, 2026Aug 23, 2026Alibaba Seeks $10B Share Sale to Fund AI Pulse story
- Aug 18, 2026Aug 18, 2026Alibaba Sells Gaming Studio Lingxi for $2B to Fund AI Pulse story
- Aug 17, 2026Aug 17, 2026Alibaba's $1.5B Gaming Sale Bankrolls Its AI Pivot Pulse story
- Aug 2026Aug 2026First reported market cap: $288.63B companiesmarketcap.com
- Jul 13, 2026Jul 13, 2026Invested in PixVerse (Series C, $439M) TechCrunch
- Jul 4, 2026Jul 4, 2026Anthropic vs. Alibaba Is a Preview of the Whole AI Cold War Pulse story
- Jul 4, 2026Jul 4, 2026Alibaba Bans Claude Code Amid Anthropic Distillation Fight Pulse story
- Jul 2, 2026Jul 2, 2026Alibaba's SkillWeaver Framework Cuts AI Agent Token Consumption by Over 99% Pulse story
- Jul 2, 2026Jul 2, 2026Alibaba's New Framework Cuts AI Agent Token Use by Up to 99% Pulse story
- Mar 31, 2025Mar 31, 2025First reported revenue: RMB996.3B ($137.3B) SEC EDGAR (Form 20-F)
Investors
Latest Pulse
- Sep 27, 2026China May Let ByteDance, Alibaba Buy New Nvidia ChipsChina's government has signaled it may let ByteDance and Alibaba buy Nvidia's new RTX Pro 5500 chip, a partial reversal from Beijing's own months-long push to steer Chinese firms toward domestic AI hardware.→
- Sep 23, 2026The AI Inference Price War, By The NumbersAnthropic and OpenAI cut inference prices within hours of each other this week, and a look at the current per-token pricing across the major labs shows just how far the cost of frontier intelligence has fallen in 2026.→
- Sep 23, 2026China Probes DeepSeek, Moonshot Over Claude Data RoutingChinese regulators opened a probe into DeepSeek and Moonshot AI after Anthropic accused seven Chinese companies of secretly routing customer requests through Claude to harvest its outputs, sending Alibaba, Zhipu and MiniMax shares lower.→
- Sep 22, 2026Alibaba Unveils AI Chip, Plans 20GW Of Data CentersAlibaba unveiled a new Zhenwu V900 AI accelerator that triples its predecessor's performance and set a target of 20 gigawatts of global data center capacity by 2032, days before the Trump-Xi summit puts AI chip policy back on the table.→
- Sep 21, 2026Alibaba Cuts Audio AI Pricing 98% With New Omni ModelAlibaba released Qwen3.8-Omni-Flash, a natively omnimodal model with a 1-million-token context window that cuts audio input pricing more than 98% while beating its predecessor by over 25% across 29 benchmarks.→
- Sep 18, 2026Ro Khanna Asks Chinese AI Labs To Help Pace Frontier AIRepresentative Ro Khanna is asking Chinese labs DeepSeek, Moonshot and Alibaba to join a binding international agreement pacing frontier AI development, extending a U.S.-lab pacing pledge across the geopolitical divide.→
- Sep 10, 2026Alibaba, Tencent Back UniPat AI At $2.5BAlibaba is leading a $300 million investment in UniPat AI, an AI model-testing and benchmarking startup founded by a former Alibaba intern, valuing the company at $2.5 billion with Tencent also participating.→
- Sep 9, 2026Alibaba's Own Benchmark: AI Agents Fail 40% of TasksAlibaba's own commerce benchmark shows the strongest AI agent completing only 61.7% of real business tasks correctly, a gap its president says separates confident-sounding agents from agents that can actually execute work end to end.→
- Sep 9, 2026US Agencies: China's AI Strategy Is Copying OursThree US agencies say six Chinese AI companies, including DeepSeek and Alibaba, are running industrial-scale efforts to extract capabilities from American models through gray-market proxy access rather than legitimate licensing.→
- Sep 3, 2026Anthropic Ties Claude Distillation to the Dark WebAnthropic disclosed an organized dark-web market that helps Chinese AI labs bypass its access controls to distill Claude's capabilities into rival models.→
Coverage Timeline
newest first- Sep 27, 2026REGULATIONChina May Let ByteDance, Alibaba Buy New Nvidia Chips→
- Sep 22, 2026AIAlibaba Unveils AI Chip, Plans 20GW Of Data Centers→
- Sep 21, 2026AIAlibaba Cuts Audio AI Pricing 98% With New Omni Model-98% audio pricing→
- Sep 18, 2026REGULATIONRo Khanna Asks Chinese AI Labs To Help Pace Frontier AI→
- Sep 10, 2026FUNDINGAlibaba, Tencent Back UniPat AI At $2.5B$300M at $2.5B→
- Sep 9, 2026AIAlibaba's Own Benchmark: AI Agents Fail 40% of Tasks→
- Sep 9, 2026AIUS Agencies: China's AI Strategy Is Copying Ours→
- Aug 27, 2026AIAlibaba's New Qwen Model Deepens China's AI Price War→
- Aug 24, 2026FUNDINGXPeng's Robotics Unit Raises $900M at $6.3B Value$900M+→
- Aug 24, 2026BIG TECHAlibaba Shares Plunge 10% on $10.2B AI Share Sale$10.2B→
- Aug 23, 2026BIG TECHAlibaba Seeks $10B Share Sale to Fund AI$10B→
- Aug 20, 2026AIAlibaba Targets $10B AI ARR Even as Profit Falls 75%→
- Aug 18, 2026REGULATIONAlibaba Sells Gaming Studio Lingxi for $2B to Fund AI$2B+ divestiture→
- Aug 17, 2026BIG TECHAlibaba's $1.5B Gaming Sale Bankrolls Its AI Pivot$1.5B+→
- Aug 17, 2026AIAlibaba Answers Meta With Laptop-Ready Qwen Model→
- Aug 15, 2026AIAlibaba's Qwen Models Pass 3 Billion Downloads→
- Aug 14, 2026AIApple Built Its Own China AI Model With Alibaba's Help→
- Aug 3, 2026AIAlibaba's Qwen3.8-Max Claims It Beats GPT-5.6, Fable 5→
- Aug 3, 2026AIAlibaba's Qwen3.8-Max Takes Aim at OpenAI, Anthropic→
- Aug 3, 2026AIAlibaba Undercuts Kimi K3 With a Cheaper Flagship Model→
- Jul 23, 2026AIWhy Chinese Open-Weight Models Are Repricing the AI Moat→
- Jul 21, 2026FUNDINGAnt International Completes $1.2B Series A$1.2B Series A→
- Jul 16, 2026BIG TECHAlibaba, Baidu Jump on Reported Apple AI Tie-Up→
- Jul 7, 2026AIChina's Open-Weight Models Keep Closing the Gap$98B China chip self-reliance push→
- Jul 4, 2026AIThe Hidden Cost War Behind Every AI Agent LaunchUp to 99% token reduction claimed→
- Jul 4, 2026AIAnthropic vs. Alibaba Is a Preview of the Whole AI Cold War~10 days: discovery to ban→
- Jul 4, 2026AIAlibaba Bans Claude Code Amid Anthropic Distillation FightBan effective July 10, 2026→
- Jul 2, 2026AIAlibaba's SkillWeaver Framework Cuts AI Agent Token Consumption by Over 99%>99% token reduction→
- Jul 2, 2026AIAlibaba's New Framework Cuts AI Agent Token Use by Up to 99%Up to 99% token reduction→
- Jun 24, 2026AIAnthropic Accuses Alibaba of Largest-Ever Attempt to Distill Claude's Capabilities28.8M exchanges→
- Jun 24, 2026AIAlibaba's Model Never Trained as an Agent -- Yet Beat Agent Benchmarks Across Seven Tests→
- Jun 22, 2026AIAlibaba's AI Video Model Climbs to No. 2 Globally as Sora and Seedance Fade→
All Coverage
REGULATION
China May Let ByteDance, Alibaba Buy New Nvidia Chips
China's government has signaled it may let ByteDance and Alibaba buy Nvidia's new RTX Pro 5500 chip, a partial reversal from Beijing's own months-long push to steer Chinese firms toward domestic AI hardware.
DEEP DIVE
Alibaba Unveils AI Chip, Plans 20GW Of Data Centers
AI
Alibaba Unveils AI Chip, Plans 20GW Of Data Centers
Alibaba unveiled a new Zhenwu V900 AI accelerator that triples its predecessor's performance and set a target of 20 gigawatts of global data center capacity by 2032, days before the Trump-Xi summit puts AI chip policy back on the table.
DEEP DIVE
Alibaba Cuts Audio AI Pricing 98% With New Omni Model
AI-98% audio pricing
Alibaba Cuts Audio AI Pricing 98% With New Omni Model
Alibaba released Qwen3.8-Omni-Flash, a natively omnimodal model with a 1-million-token context window that cuts audio input pricing more than 98% while beating its predecessor by over 25% across 29 benchmarks.
DEEP DIVE
Ro Khanna Asks Chinese AI Labs To Help Pace Frontier AI
REGULATION
Ro Khanna Asks Chinese AI Labs To Help Pace Frontier AI
Representative Ro Khanna is asking Chinese labs DeepSeek, Moonshot and Alibaba to join a binding international agreement pacing frontier AI development, extending a U.S.-lab pacing pledge across the geopolitical divide.
DEEP DIVE
Alibaba, Tencent Back UniPat AI At $2.5B
FUNDING$300M at $2.5B
Alibaba, Tencent Back UniPat AI At $2.5B
Alibaba is leading a $300 million investment in UniPat AI, an AI model-testing and benchmarking startup founded by a former Alibaba intern, valuing the company at $2.5 billion with Tencent also participating.
DEEP DIVE
Alibaba's Own Benchmark: AI Agents Fail 40% of Tasks
AI
Alibaba's Own Benchmark: AI Agents Fail 40% of Tasks
Alibaba's own commerce benchmark shows the strongest AI agent completing only 61.7% of real business tasks correctly, a gap its president says separates confident-sounding agents from agents that can actually execute work end to end.
TRACE'S TAKE
US Agencies: China's AI Strategy Is Copying Ours
AI
US Agencies: China's AI Strategy Is Copying Ours
Three US agencies say six Chinese AI companies, including DeepSeek and Alibaba, are running industrial-scale efforts to extract capabilities from American models through gray-market proxy access rather than legitimate licensing.
DEEP DIVE
Alibaba's New Qwen Model Deepens China's AI Price War
AI
Alibaba's New Qwen Model Deepens China's AI Price War
Alibaba released open weights for Qwen3.8-Flash, a 125-billion-parameter model competitive with Anthropic's Opus 4.6 and DeepSeek's V4-Flash, intensifying a Chinese price war over AI model costs.
DEEP DIVE
XPeng's Robotics Unit Raises $900M at $6.3B Value
FUNDING$900M+
XPeng's Robotics Unit Raises $900M at $6.3B Value
XPeng Robotics raised over $900 million in its first external funding round, valuing the humanoid-robot unit at more than $6.3 billion, backed by IDG Capital, Alibaba and Tencent ahead of planned IRON robot mass production by year-end.
DEEP DIVE
Alibaba Shares Plunge 10% on $10.2B AI Share Sale
BIG TECH$10.2B
Alibaba Shares Plunge 10% on $10.2B AI Share Sale
Alibaba raised $10.2 billion in the largest-ever Hong Kong primary share placement to fund its AI buildout, and the stock dropped roughly 10% on the dilution, days after a 75% quarterly profit decline tied to AI spending.
DEEP DIVE
Alibaba Seeks $10B Share Sale to Fund AI
BIG TECH$10B
Alibaba Seeks $10B Share Sale to Fund AI
Alibaba is seeking to raise about $10 billion through a share sale to fund AI infrastructure investment, adding equity issuance to the list of ways hyperscalers are financing compute.
DEEP DIVE
Alibaba Targets $10B AI ARR Even as Profit Falls 75%
AI
Alibaba Targets $10B AI ARR Even as Profit Falls 75%
Alibaba CEO Eddie Wu says AI-related annualized revenue is on pace to hit $10B by September, even as a 75% jump in AI capital spending drove a 75% drop in quarterly net income and sent US shares down about 5%.
DEEP DIVE
Alibaba Sells Gaming Studio Lingxi for $2B to Fund AI
REGULATION$2B+ divestiture
Alibaba Sells Gaming Studio Lingxi for $2B to Fund AI
Alibaba agreed to sell gaming studio Lingxi Games to Trustar Capital for more than $2 billion, redirecting capital and management attention toward the $53 billion AI and cloud buildout it pledged in June 2026.
DEEP DIVE
Alibaba's $1.5B Gaming Sale Bankrolls Its AI Pivot
BIG TECH$1.5B+
Alibaba's $1.5B Gaming Sale Bankrolls Its AI Pivot
Alibaba is selling its gaming studio Lingxi Games to private equity firm Trustar Capital for more than $1.5 billion, the clearest sign yet that CEO Eddie Wu is stripping the conglomerate down to AI and cloud.
DEEP DIVE
Alibaba Answers Meta With Laptop-Ready Qwen Model
AI
Alibaba Answers Meta With Laptop-Ready Qwen Model
Alibaba released Qwen3.8-27B, a laptop-ready open-weight model it says matches the capability of models ten times its size, sharpening its rivalry with Meta for leadership in open-weight AI.
DEEP DIVE
Alibaba's Qwen Models Pass 3 Billion Downloads
AI
Alibaba's Qwen Models Pass 3 Billion Downloads
Alibaba's open-weight Qwen models have logged more than 3 billion global downloads over six months, more than Meta and Google combined, according to Hugging Face's state-of-open-models report published August 14.
DEEP DIVE
Apple Built Its Own China AI Model With Alibaba's Help
AI
Apple Built Its Own China AI Model With Alibaba's Help
Apple trained a proprietary large language model for the Chinese market with support from Alibaba, breaking from its prior reliance on third-party domestic models and becoming the first foreign company approved to offer its own AI model in China.
DEEP DIVE
Alibaba's Qwen3.8-Max Claims It Beats GPT-5.6, Fable 5
AI
Alibaba's Qwen3.8-Max Claims It Beats GPT-5.6, Fable 5
Alibaba's Qwen3.8-Max reports 86.1 on the OSWorld-Verified computer-use benchmark versus 83.2 for GPT-5.6 Sol Max and 85.0 for Fable 5, though the picture is murkier once other benchmarks are included.
Alibaba's Qwen3.8-Max Takes Aim at OpenAI, Anthropic
AI
Alibaba's Qwen3.8-Max Takes Aim at OpenAI, Anthropic
Alibaba launched Qwen3.8-Max, a 2.4 trillion-parameter model with a 1M-token context window, and plans an open-weight release within a week -- a pricing and speed threat to Western frontier labs.
Alibaba Undercuts Kimi K3 With a Cheaper Flagship Model
AI
Alibaba Undercuts Kimi K3 With a Cheaper Flagship Model
Alibaba released a new flagship model priced below Kimi K3, its latest open-weight swipe at US frontier labs, extending a pattern of Chinese labs competing primarily on price rather than raw benchmark scores.
Why Chinese Open-Weight Models Are Repricing the AI Moat
AI
Why Chinese Open-Weight Models Are Repricing the AI Moat
Kimi K3's 2.8 trillion parameters and Qwen 3.8-Max's 2.4 trillion, both claiming near-frontier performance at a fraction of the cost, are forcing investors to reprice what a durable AI moat actually looks like.
Ant International Completes $1.2B Series A
FUNDING$1.2B Series A
Ant International Completes $1.2B Series A
Ant International completed a roughly $1.2 billion Series A round backed by Ant Group and Alibaba to expand cross-border payments and agentic commerce tools for global merchants.
Alibaba, Baidu Jump on Reported Apple AI Tie-Up
BIG TECH
Alibaba, Baidu Jump on Reported Apple AI Tie-Up
Alibaba and Baidu shares rose sharply in Hong Kong trading on reports that Apple is partnering with Chinese AI providers to power AI features for iPhones sold in China.
China's Open-Weight Models Keep Closing the Gap
AI$98B China chip self-reliance push
China's Open-Weight Models Keep Closing the Gap
Tencent, Zhipu, Alibaba and DeepSeek are locked in an intensifying open-weight model race, backed by a domestic chip industry drawing roughly $98 billion in spending as China reduces reliance on Nvidia.
The Hidden Cost War Behind Every AI Agent Launch
AIUp to 99% token reduction claimed
The Hidden Cost War Behind Every AI Agent Launch
Alibaba's framework cutting AI agent token use by up to 99% is the leading edge of an industry-wide race to make autonomous agents affordable enough for real enterprise deployment, not just impressive demos.
Anthropic vs. Alibaba Is a Preview of the Whole AI Cold War
AI~10 days: discovery to ban
Anthropic vs. Alibaba Is a Preview of the Whole AI Cold War
The Anthropic-Alibaba distillation dispute -- hidden tracking code, alleged fake-account model extraction, and a corporate ban within days -- is a preview of how US-China AI decoupling will actually play out at the tooling layer, not just the chip layer.
Alibaba Bans Claude Code Amid Anthropic Distillation Fight
AIBan effective July 10, 2026
Alibaba Bans Claude Code Amid Anthropic Distillation Fight
Alibaba is barring staff from Anthropic's Claude Code starting July 10 after researchers found the tool secretly fingerprinted Chinese users, escalating a distillation dispute between the two AI rivals.
Alibaba's SkillWeaver Framework Cuts AI Agent Token Consumption by Over 99%
AI>99% token reduction
Alibaba's SkillWeaver Framework Cuts AI Agent Token Consumption by Over 99%
Alibaba researchers published SkillWeaver, a framework that decomposes complex agent tasks and retrieves only the relevant tools from a library rather than loading an entire tool catalog into context, cutting token consumption by more than 99% compared to naive approaches, according to VentureBeat reporting July 2. Tested on a custom 300-query benchmark against a library of 2,209 real-world MCP tools, SkillWeaver's feedback-loop technique boosted task-decomposition accuracy from 51% to 92% with a larger model, while reducing per-query context use from an estimated 884,000 tokens to roughly 1,160.
Alibaba's New Framework Cuts AI Agent Token Use by Up to 99%
AIUp to 99% token reduction
Alibaba's New Framework Cuts AI Agent Token Use by Up to 99%
Alibaba released a new AI agent framework that skips loading every available tool definition into a model's context upfront, instead selecting only relevant tools dynamically -- cutting token consumption for tool-heavy agent workflows by as much as 99% in the.
Anthropic Accuses Alibaba of Largest-Ever Attempt to Distill Claude's Capabilities
AI28.8M exchanges
Anthropic Accuses Alibaba of Largest-Ever Attempt to Distill Claude's Capabilities
Anthropic accused Alibaba of illicitly extracting capabilities from its Claude models in what it called the largest known attack of its kind, according to a letter seen by Reuters. The campaign ran from April 22 to June 5, generating more than 28.8 million exchanges with Claude across nearly 25,000 fraudulent accounts, in what Anthropic describes as a distillation effort to accelerate China toward its frontier 'Mythos' capabilities.
Alibaba's Model Never Trained as an Agent -- Yet Beat Agent Benchmarks Across Seven Tests
AI
Alibaba's Model Never Trained as an Agent -- Yet Beat Agent Benchmarks Across Seven Tests
Alibaba researchers showed a model that was never explicitly trained for agentic tasks but still improved agent performance across seven benchmarks. The result challenges the assumption that strong agentic behavior requires dedicated, expensive agent-specific training -- a potentially significant efficiency unlock.
Alibaba's AI Video Model Climbs to No. 2 Globally as Sora and Seedance Fade
AI
Alibaba's AI Video Model Climbs to No. 2 Globally as Sora and Seedance Fade
Alibaba's AI video generation model has risen to No. 2 in global rankings, overtaking OpenAI's Sora and ByteDance's Seedance, according to VentureBeat. The leap underscores how quickly Chinese labs are closing -- and in some categories leading -- the gap with US frontier players in generative media.
Value Add Research
- AI & Technology · Aug 18, 20263B+ Downloads — Qwen Open-Weight Model Rankings
- AI & Technology · Jul 9, 2026Alibaba SkillWeaver: AI Agent Framework Cuts Token Costs
- AI & Technology · Sep 14, 2026PixVerse Valuation 2026: $2B After a $439M Series C
- AI & Technology · Jul 23, 2026$400M at $1.5B — Meshy AI 3D Generation (2026)
- AI & Technology · Jul 10, 202695% to 0% — Nvidia China AI Chip Export Controls
- Startup Operations · Jul 8, 20263B Records — Find Overseas Suppliers (Volza)
- VC & Investing · Jun 21, 2026Ontario Teachers: $279.4B CAD AUM
- AI & Technology · Jun 21, 2026Open Source AI Wins: What It Means for Startup Founders
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Alibaba FAQ
What is Alibaba's market cap?
Alibaba's market cap is $288.63B (As of Aug 2026, companiesmarketcap.com).
Who are Alibaba's investors?
Alibaba's investors include Alpha Wave Global, FJ Labs (As of Aug 2026).
Is Alibaba publicly traded?
Yes. Alibaba trades under the ticker BABA, with a market cap of $288.63B (As of Aug 2026).
Sources & methodologyshow
Where these figures come from
- SEC EDGAR (Form 20-F)primary source1 fact
- companiesmarketcap.comresearch database1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.