Alibaba $ 100 billion exchange rally AI, Jack MA returned

In November 2023, Jack MA placed an internal memorial AlibabaHe called the e-commerce giant, helped to create a “correct course.” The message was a rally cry by a company that is one of the most dark in the history of one of China’s most prominent technological leaders.

Alibaban’s share price was near the record discount, increasing growth competition, and management changes were thick and fast, and Beijing was still compressed. Ma himself was in a public landscape.

However, his message was vaccinated in Alibaba – the e-commerce giant now sees its growth in its main work and compete in China and the world’s artificial intelligence players and competes with worldwide, Openai and Deepseek. Alibaba is now back with the Chinese government.

Alibaba added shares in the United States this year, 60% of the company added more than $ 100 billion.

“This is the best way to guide Alibaba, Alibaba, in a global scale, and this global scale.

CNBC spoke to the chairman of Alibaba, as well as former executors and analysts that took a picture of changes in a technology company, which causes the company’s return.

Alibaba’s collapse was rapidly. Many have started comments made by MA in October 2020 China’s financial regulator has been criticized.

The comments were not widely taken. Days then Alibaban’s stock price, a record of more than $ 858 billion with market capitalization.

Alibaba was the wave of success in this agenda, which was growing in international expansion and its largest e-commerce player Quick growing cloud work. Alibaba Affiliate Ant Group to overcome all was prepared for a preliminary public proposal increase $ 34 billion from the northto prepare the biggest list of history.

Founded by MA, an ant group in a The financial technology company behind AlipayChina is one of the most prominent mobile payment systems.

Just two days before the list of ant group in Shanghai and Hong Kong IPO has been canceled. At this time, the Chinese “regulatory environment” changes.

A close investigation was conducted in the MA Empire and China’s largest technology companies. Regulators fell from the practices of giants, as an anticetical experiments, and the companies wanted billions of dollars Including Alibabacompulsory Changes to the structure of the ant group and brought Plethora of the rules to touch on many areas of technology.

In March 2023, a splashing company that did everything from food delivery to cloud calculation and films – decided to divide Six separate business groupsEach one has the opportunity to finance abroad and get out of the public. Alibaba thought that the action would be more flexible in these units.

Then the leadership change came. Alibaba announced in June 2023, which is Daniel Zhang CEO since 2015 and Chairman 2019Both roles will be directed to cloud work. But only three months later, Zhang Suddenly Getting out of the cloud section.

Eddie Wu, the co-founder Alibaban, took the head of CEO and the cloud. Joe Tsai, another kouser, stepped up to take the role of the chairman.

This was one of the most voicing times in the history of Alibaba.

“During this time, he had a great sense of uncertainty and confusion over employees.

“Although China’s economy is first stayed in the start of the covig first, the combination of all the conjugations in the opening of all and economic climates and the concerns of violated supply chains and economic climates.”

“Great companies move very slowly and because the decision-making structure is very complicated … Therefore, we must return to a fast union and move fast,” he said. CNBC Converge Live At the beginning of this month in Singapore, Singapore is the key to competing with fast decision starting competitors.

Tsai said he was the first thing he needed to do and WU “to adjust the company”.

“Instead of talking like six different job units about Alibaba, we talked about ourselves as two main businesses – e-commerce and cloud computing,” he said.

“It simplifies everything and our communication. It is very important to convey it to our employees. They must have a simple structure in their minds to move faster.”

Tsaii said that the young people in charge gave strength to decide.

“It means that in fact, they allow them to make some decisions and teach them to make mistakes and make mistakes,” he said.

Wu and Tsai too Plans to list cainiaoAlibaba’s logistics lever records an u-turn to previous commitments.

“Eddie decided to build an old and newly built and newly built and Joe (TSAI), and the early advantage of Alibaba and BDA, BDA’s early Adviser and BDA’s early adviser and BDA’s Early Adviser and Early Advisor of BDA.

The adjustment and the hardening of the government’s research also produces investment. Billions of dollars removed from the value of Chinese technological companies Initiating capital investment in the beginning.

In a country where the government’s policy and support is the key to the sector and companies, Beijing has moistened spirits in the technological sector in the open antagonism towards special business. However, as China continues to face economic headlines, the role of the technology sector in increasing the economy is in the focus.

Chinese President Xi Jinping in February this year Had a rare meeting with entrepreneurs In the comments to support private enterprises, we call them to “show their talents.”

Alibaba’nın Ma, the other was the best Chinese CEO and the founders in this meeting. In the last few years, the envele under a microscope is under a microscope and has been particularly interested in the attendance of the MA, and it was not seen with China’s political elite.

“The XI meeting with Jack MA is also open to the Chinese government’s priorities and the growth of individual enterprises, as well as the support of the Chinese government,” Chelsea full in CNBC in Cornstar

The meeting helped Alibaba’s share price this year. Also, Alibaba’s hiring and vacated new confidence in order to invest.

“It gave us confidence … Let’s hire our gains to CAPEX and investments and leasing people.”

Alibaba is one of China’s leaders and in 2023, after a splash of Chatgpt, launched the first AI model called company Tongyi qianwen, or qwen. Hangzhou-headquarters has launched numerous models that allow task to create videos, text and images from user desires since today.

Alibaba, made the open source of their models, ie everyone can upload and build them. This is the key to success. Some The most popular models in hug face, A global deposit of AI models is based on QWEN.

“Alibaba, the highly effective open source models on the face since the beginning of 2023,” Tiezhen Wang, a machine learning engineer close to CNBC Tiezhen Wang.

Alibaba’s models, which cover the features of Wang, video, image and text production, “give strong performance between tasks”.

Although Alibaba AI Model Game was early, the release of a research document from China DeDlessek this year All eyes forced to focus on what happened in China. DeepSeek claimed that the AI ​​model was studying in a part of the leading AI players and less developed Nvidia chips that lead to a global stock sale.

“Deepseleek was a woke up not only in the AI ​​in China’s technology, and this indirectly did not benefit Alibaba, and this indirectly, Alibaba,” Wednesday Securities “.

Alibaba’s Cloud Computing Business The accelerated increase was sent in the December Quarter from a quarter before.

“Now I think, the market share of Alibabaya, Marja E-commerce, now it can seem like a company that benefited from all new opportunities,” said BDA’s Clark.

“This is a complete change in the narrative.”