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Restricting Chinese open models could protect U.S. developers but increase costs for U.S. users and slow AI adoption, analysts say.

Alibaba Group Holding (NYSE:BABA) is supplying cloud infrastructure to support a major Nvidia chip cluster for Chinese AI firm Moonshot. The deal is designed to power Moonshot's next generation AI models that are being developed to compete with leading global systems. Alibaba is both a key cloud provider and a major investor in Moonshot, linking its cloud strategy directly to AI model development. Alibaba Group Holding has been working to grow its cloud computing and AI capabilities...

The benchmark 10-year Treasury yield topped 4.7% on the day, its highest level since January 2025.

Cloud growth comes with an unusual competitive trade-off

Key takeawaysMoonshot AI reportedly accesses roughly 20,000 Nvidia chips through a computing agreement with Alibaba Group. The Hopper-generation cluster provides a significant portion of the computing capacity behind Moonshot’s Kimi models.

Moonshot reportedly gained access to computing capacity equal to about 20,000 Nvidia chips.

Amazon (AMZN) stock is ripping higher on Friday after the e-commerce and cloud computing giant delivered a blockbuster Q2 report that comfortably exceeded Wall Street's expectations.

Bloomberg reporting alleges that Moonshot, the lab behind Kimi K3, has a computing agreement with Alibaba for roughly 20,000 H200 Nvidia GPUs.

AI startup Moonshot has built its flagship model using a massive cluster of Nvidia chips leased from backer Alibaba Group Holding Ltd.

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Stocks rose in midday trading Friday, erasing earlier losses as investors assessed earnings from maj

Chinese AI firm Moonshot has a computing agreement with Alibaba Group for the use of about 20,000 Nvidia chips, ‌Bloomberg News reported on Friday, citing people familiar with the matter. Alibaba, ‌one of Moonshot's largest investors, expects portfolio companies to use its cloud, the report said. The Nvidia chip cluster Alibaba provides accounts for a key portion of the computing power behind Moonshot's Kimi models, it added.

The plot surrounding China’s latest artificial intelligence sensation is thickening. New details have emerged shedding light on how Moonshot AI, a Beijing-based startup, managed to build its Kimi K3—a 2.8-trillion-parameter model that recently sent shockwaves through global tech markets by rivaling the best systems from OpenAI and Anthropic. According to a recent report by Bloomberg News, Moonshot leaned heavily on a massive computing agreement with Alibaba Group Holding Ltd., accessing roughly

Sovereign compute has moved beyond theoretical policy, manifesting as a tangible race to secure massive, state-integrated infrastructure. DeepSeek’s 1-gigawatt (GW) data center project in Ulanqab, Inner Mongolia, exemplifies this shift, signaling that the next phase of the US-China technology competition will be defined less by individual model performance and more by the sheer scale of […]

Dolby Laboratories (NYSE:DLB) reported third-quarter fiscal 2026 revenue of $305 million, within its prior guidance range, as strength in Dolby Atmos, Dolby Vision and imaging patents was partly offset by deal timing and foundational audio revenue. Non-GAAP earnings per share were $0.69, slightly a

Moby summary of Dolby Laboratories, Inc.'s Q3 2026 earnings call

In the most recent trading session, Alibaba (BABA) closed at $116.32, indicating a +1.12% shift from the previous trading day.

The development comes as investors are closely watching AI infrastructure spending, with major technology companies increasing capital expenditure to support AI demand.

The average brokerage recommendation (ABR) for Alibaba (BABA) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Meta CEO Breaks Ranks, Says Banning Chinese AI Is the Wrong Move

Shares in Chinese data centre supplier Zhongji InnoLight tumbled more than nine percent in its Hong Kong debut on Thursday, after raising at least US$6.8 billion in the city's biggest IPO for seven years, driven by a demand for AI components.The Shenzhen-listed firm priced its shares at HK$980 on Thursday, raising about HK$53.4 billion (US$6.8 billion), the most since Chinese tech behemoth Alibaba listed in the city in 2019.

Zhongji Innolight made a lackluster debut after completing Hong Kong’s largest listing since 2019, as investors calibrate their confidence in artificial-intelligence stocks.

Shares in China's Zhongji InnoLight fell in the first few minutes of its Hong Kong debut Thursday, after raising at least US$6.8 billion in the city's biggest IPO since 2019.The Shenzhen-listed firm priced shares at HK$980, raising about HK$53.4 billion (US$6.8 billion) in Hong Kong's biggest public offering since Chinese tech behemoth Alibaba listed in 2019.

BABA's cash flow slump threatens long-term growth as heavy AI, cloud and quick-commerce investments outpace cash generation despite rising cloud revenues.

Apple Earnings Loom as Wall Street Braces for Historic CEO Shift

Alibaba Group Holding has fallen about 38.0% over the past five years, yet its current checks suggest the stock may now be pricing in more pessimism than the underlying valuation work implies. A roughly 38.0% decline over five years means long term holders have seen significant value erode. This often makes current pricing more sensitive to any change in expectations. The Discounted Cash Flow (DCF) intrinsic value estimate sits about 41.3% above the market price. This can indicate the market...

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ORCL's record cloud growth, massive AI backlog and expanding partnerships strengthen its investment case over BABA despite recent share price weakness.

Changxin Technology Group, or CXMT for short, soared 466% in its debut yesterday on Shanghai’s STAR Market.

(Bloomberg) -- Silicon Valley leaders, including Anthropic PBC Chief Executive Officer Dario Amodei and Nvidia Corp. CEO Jensen Huang, are warning against a broad government crackdown on open-weight artificial intelligence systems as a response to a breakthrough Chinese AI model that’s challenged US leadership in the technology.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offse