Alibaba to embed AI throughout Taobao, Tmall merchant operations in 2027: executive

South China Morning Post - Oct 16, 2026

Alibaba Group Holding’s two major domestic online marketplaces, Taobao and Tmall, plan to greatly expand the use of artificial intelligence across merchants’ operations next year, a senior executive said, as the e-commerce giant doubles down on the technology to drive growth amid a challenging consumer landscape. “Starting next year, AI will comprehensively enter the internal enterprise workflows of merchants,” Liu Bo, president of Tmall, said at the company’s Singles’ Day media briefing on...

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China Mobile triples capacity at mega Inner Mongolia computing hub amid nation’s AI push

China Mobile triples capacity at mega Inner Mongolia computing hub amid nation’s AI push

China Mobile, one of the country’s state-backed telecoms giants, has tripled the capacity of its largest intelligent computing hub in northern Inner Mongolia, amid Beijing’s push to boost digital infrastructure to power the country’s artificial intelligence ambitions. The expansion of its data centre in Hohhot was recently completed, with total processing capacity increased to 20,100 petaflops, according to a report by Inner Mongolia Daily on Monday. That was triple its previous capacity of...

OpenAI’s GPT-6 may lead to robotics breakthrough as soon as next year: Unitree founder

OpenAI’s GPT-6 may lead to robotics breakthrough as soon as next year: Unitree founder

US start-up OpenAI’s latest advances in artificial intelligence may be a tipping point that leads to a breakthrough for the robotics industry as soon as next year, according to the founder of Chinese giant Unitree Robotics. Wang Xingxing, also the CEO of the Hangzhou-based company, said on Monday that OpenAI’s recently released GPT-6 model prompted expectations that a breakthrough could happen “within one or two years”. “It’s possible that, say, a GPT-7 model released next year could directly...

China’s factories leaping straight into agentic AI and taking it global: Black Lake CEO

China’s factories leaping straight into agentic AI and taking it global: Black Lake CEO

China’s manufacturing sector is leapfrogging straight into the era of agentic artificial intelligence and is now exporting that playbook to global supply chains, according to the CEO of Black Lake, a Chinese provider of cloud-based AI tools for factories. “Just as China skipped credit cards and jumped directly to mobile payments, many factories are skipping full traditional digitalisation and jumping directly to AI agents,” Zhou Yuxiang said in a recent interview with the South China Morning...

China’s CXMT unveils ‘key progress’ on chip structure pursued by Samsung, SK Hynix

China’s CXMT unveils ‘key progress’ on chip structure pursued by Samsung, SK Hynix

Chinese memory chip giant ChangXin Memory Technologies (CXMT) has reported “key progress” on a new cell architecture to boost memory density, an innovation that competitors such as Samsung Electronics and SK Hynix are also working on. CXMT planned to roll out a new server-memory product based on the structure by the end of 2026, president Cao Kanyu said at an industrial event in Shanghai over the weekend, according to a company statement. At the centre of the development is the “4F square”...

Kurt Campbell on US’ China focus, the Indo-Pacific Quad, risks of AI

Kurt Campbell on US’ China focus, the Indo-Pacific Quad, risks of AI

Kurt Campbell is a veteran US diplomat and strategist who has played a leading role in shaping Washington’s approach to China and the Indo-Pacific for more than a decade. He served as the White House coordinator for Indo-Pacific affairs from 2021 to 2024 and as US deputy secretary of state from 2024 to 2025. Previously, he served as assistant secretary of state for East Asian and Pacific affairs from 2009 to 2013 and was a key architect of the Obama administration’s “pivot to Asia”. Often...

China state funds double down on Hua Hong in legacy chip push

China state funds double down on Hua Hong in legacy chip push

Chinese state funds are ramping up support for the country’s second-largest contract chipmaker, pouring billions of yuan into the parent of Hua Hong Grace Semiconductor and a new manufacturing facility to fuel Beijing’s drive for self-reliance in mature-node chips. The capital blitz, spanning Hua Hong’s Shanghai-based parent company and a fabrication plant in Wuxi, highlights how government-coordinated financing is doubling down on domestic foundries, as Washington tightens technology...

Can China match up with Meta’s Muse in race to harness AI agents?

Can China match up with Meta’s Muse in race to harness AI agents?

Meta Platforms’ breakout Muse personal AI agent is shining a spotlight on a new battleground in artificial intelligence – one in which China’s biggest internet companies are already jostling for position. Launched on September 8, Muse surpassed 2.5 million downloads in its first two weeks and topped free-app rankings on Apple and Google’s US app stores. Its popularity has drawn fresh attention to the emerging market for what are known as agent harnesses. Unlike chatbots, which merely respond to...

Alibaba’s AI cloud revenue set to surge over 50% as investment blitz pays off: analysts

Alibaba’s AI cloud revenue set to surge over 50% as investment blitz pays off: analysts

Alibaba Group Holding is expected to report a 50 per cent revenue surge for its cloud and artificial intelligence unit for the September quarter, driven by strong returns on its aggressive AI investments, according to analysts. Analysts across several financial institutions projected revenue growth for the Chinese tech giant’s AI Cloud and Compute Services unit to have accelerated in the three months ended September 30, up from the 45 per cent growth seen in the preceding quarter. The unit’s...

US AI firm Anthropic enables Chinese-language options for Claude chatbot

US AI firm Anthropic enables Chinese-language options for Claude chatbot

US artificial intelligence company Anthropic has introduced Chinese-language options to its Claude chatbot in supported markets, even as it continues to block users from mainland China. Checks by the South China Morning Post on Thursday confirmed that Claude’s web interface now lets users select simplified and traditional Chinese as their preferred on-screen language. China also briefly appeared as a billing country option before disappearing from the settings. Users on X have shared screenshots...

Reporter’s notebook: my week with Huawei’s new US$3,500 trifold phone

Reporter’s notebook: my week with Huawei’s new US$3,500 trifold phone

When I took out the US$3,500 Huawei Mate XT 2 over a family dinner during China’s “golden week” – the long National Day holiday in early October – the trifold phone quickly became the centre of discussion: my father and his peers took turns playing with the device, marvelling at the sleek design while debating whether it was true innovation or pure luxury. It wasn’t the first time unfolding its massive 10.2 inch display raised a few eyebrows at dining tables during the week I spent trying out...

China’s open-weight AI models are winning global users. Who is capturing the value?

China’s open-weight AI models are winning global users. Who is capturing the value?

China’s open-weight artificial intelligence models are taking off globally, but much of the money they generate is flowing to third-party providers rather than the companies that create them, according to a new study. Developers including DeepSeek and Moonshot AI make their model weights – essentially the “brains” of their AI systems – freely available for download. This strategy, which has accelerated global adoption over the past two years, allows other companies to run the models on their own...

As China’s AI race accelerates, ‘model fatigue’ becomes the next challenge

As China’s AI race accelerates, ‘model fatigue’ becomes the next challenge

On September 22, the global artificial intelligence landscape spun on its axis within a matter of hours. In Beijing, Xiaomi engineers went live with an unusual broadcast, streaming the training run of their new MiMo-V2.6 model. In San Francisco, Anthropic unveiled its frontier Opus 5.5 model. About an hour later, OpenAI crashed the party with the surprise release of its GPT-6 Sol and Luna models. For tech executives and developers trying to keep pace, it was just another overwhelming day in the...

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