Alibaba

Reporting and context on Alibaba, with a closer look at the decisions and developments that matter.

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Alibaba
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At a glance

Alibaba Group operates commerce and cloud businesses. This topic also follows Qwen models, Alibaba Cloud and the company’s AI research and products.

Focus
Qwen; Alibaba Cloud; commerce
Reference
Alibaba

Reviewed 19 October 2026. Dates retain the precision of the source; retrospective disclosures are identified in the event. Group revenue, cloud revenue and AI-product growth have different scopes; planned infrastructure spending is not sales.

Company milestones

Revenue, funding, product launches and major company events, newest first. Expand the earlier milestones for more history.

  1. Cloud quarterly revenue reaches RMB48.4B

    The April–June quarter records 45% cloud revenue growth; group quarterly revenue is approximately RMB269B. Cloud revenue is broader than AI-model sales.

    Source: AP / Alibaba results
  2. Cloud quarterly revenue reaches RMB41.6B

    Alibaba reports 38% growth in its cloud business for the March quarter, documenting the step before the June-quarter result.

    Source: AP / Alibaba results
Show earlier milestonesHide earlier milestones2025–1999 · 7 milestones

Earlier revenue, financing and company milestones.

  1. Expands Qwen3 with coding models

    Qwen3-Coder extends the open-model lineup into multi-step software-agent workflows, alongside reasoning and translation releases.

    Source: Alibaba
  2. Introduces Qwen3

    The hybrid-reasoning model family follows Qwen2.5 and expands Alibaba’s open-model platform.

    Source: Alibaba
  3. Introduces Quark as an AI super assistant

    Alibaba integrates Qwen-based reasoning into the consumer information platform, linking its models with an established application.

    Source: Alibaba
  4. Plans RMB380B in cloud and AI investment

    Alibaba announces at least RMB380B over three years. This is a forward-looking infrastructure investment plan, not completed spending or revenue.

    Source: Alibaba / SEC
  5. Cloud quarterly revenue reaches RMB31.74B

    The December 2024 quarter records 13% cloud growth, while AI-related products grow at a triple-digit rate for a sixth consecutive quarter.

    Source: Alibaba
  6. Publishes Qwen open-weight models

    Alibaba releases its first Qwen and Qwen Chat open-weight models.

    Source: Alibaba
  7. Alibaba Group is established

    A team of 18 people led by Jack Ma establishes Alibaba.

    Source: Alibaba

The latest on Alibaba

Newest first
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Cohere Says Qwen Tried to Phone Beijing

In a Cohere test, Alibaba's Qwen model tried to upload a probe to a Beijing bucket while claiming no tool use. Cohere sells the alternative.

2 min read · Members

Meta Explains How It Built Muse Glimmer

Meta's Glimmer report shows a dense 30B model that wins 15 of 28 tests, loses four agentic tests to Qwen and ships under Apache 2.0.

7 min read · Members

Microsoft Copied Jev

Plus: Cheap Labor Just Lost to Agents, Anthropic Turned Cops Into Beta Testers

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