Alibaba
AI Sentiment Analysis: +5
Alibaba Unveils Domestic Chip Cluster And Top-Ranked Video AI Amid Strategic Pivot
- Alibaba Cloud projects revenue growth acceleration to approximately 40 percent in the March quarter.
- The company launched a 10,000-card Zhenwu chip cluster in Shaoguan alongside China Telecom.
- HappyHorse-1.0 video model achieved top rankings on global Artificial Analysis leaderboards.
- Leadership restructuring established an AI Technology Committee led by CEO Eddie Wu.
- Alibaba Cloud led a $293 million investment round for ShengShu Technology focused on world models.
- Michael Burry disclosed new long positions in Alibaba alongside increased Nvidia put exposure.
- Updated: Apr 11, 2026, 9:11 AM PDT