The emergence of China’s DeepSeek, which burst out of obscurity and into the center of the tech universe is changing the landscape of AI world significantly. And the release of DeepSeek's low-cost AI model has prompted global investors to reassess the valuation of Chinese assets and buy Chinese stocks, in which Alibaba is hopefully the most important beneficiary, which has become the transformational bellwehter for AI.
It is not an overstatement to say that Alibaba will be the transformational bellwether for AI. The cooperation with Apple is intensifying Alibaba's leading position in AI industry. After several years of "auditioning", the partner for the Apple's AI services in China has finally been finalized, that is Chinese e-commerce giant Alibaba.
Apple ultimately chose Alibaba as its AI partner in China partly because Alibaba has superior technological maturity and service experience compared to other Chinese technology companies.
As a Chinese e-commerce giant, Alibaba has a large amount of personal data about users' shopping and payment habits. These data can help Alibaba train AI models and provide more customized services for Apple users.
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