At the 2025 Alibaba Cloud Summit, Alibaba announced a new Physical AI cooperation with NVIDIA. This partnership will cover all parts of Physical AI, including synthetic data processing, model training, environmental simulation for reinforcement learning, and model testing.
Ark Investment Returns to Alibaba
Cathie Wood’s Ark Investment Management has bought shares of Alibaba for the first time in four years. According to Ark’s daily trading report, two of its ETFs purchased Alibaba’s ADRs worth around $16.3 million. This marks a strong return to the Chinese tech giant after a long absence.
Launch of Qwen3-Max Large Language Model
Alibaba has launched Qwen3-Max, its largest and most advanced large language model with over 1 trillion parameters. This follows the earlier Qwen3-2507 series. Qwen3-Max already ranks 3rd on the Text Arena leaderboard, outperforming even GPT-5-Chat in important tasks.
Features and Availability
- Improved coding, reasoning, instruction-following, agent tasks, and multilingual understanding.
- Available for users via Alibaba Cloud API or Qwen Chat.
- Qwen3-Max-Thinking, still in training, has scored 100% on reasoning tests like AIME 25 and HMMT.
Global Cloud Expansion Plan
Alibaba Cloud also announced a new round of global infrastructure expansion. It will establish cloud regions for the first time in Brazil, France, and the Netherlands. Existing data centers will be expanded in Mexico, Japan, South Korea, Malaysia, and Dubai. This expansion aims to meet the growing AI and cloud computing needs of customers worldwide.
Impact on Alibaba Shares
Following the AI launch and cloud expansion news, Alibaba shares rose over 7%. The company also announced plans to increase capital expenditure to grow its cloud and AI capabilities.
This partnership with NVIDIA, the launch of Qwen3-Max, and the global cloud expansion show Alibaba’s strong focus on advanced AI and cloud technology.
