Chow Sing Tsai: Alibaba fully invests in AI, full-stack layout has huge advantages.

Yesterday, Alibaba Group Chairman Cai Chongxin outlined Alibaba's full-stack AI development strategy at the European tech summit VivaTech 2026. Cai proposed in a dialogue that the total potential market size of AI should be benchmarked against human productivity itself. "AI is creating value units equivalent to human intelligence and human productivity. Looking at the global GDP of over $100 trillion, at least half - $50 trillion, is related to human productivity and human intelligence, which is the total potential market of AI. Therefore, Alibaba is fully investing in AI." Cai emphasized that full-stack AI is Alibaba's core strategy for the future. He further explained Alibaba's advantages in full-stack AI. In terms of energy layer, Alibaba benefits from China's efficient and low-cost energy supply; in infrastructure layer and model layer, Alibaba had early layout in cloud computing and chips years ago, and owns the world's most popular open source models; in application layer, Alibaba's business ecosystem covers various scenarios such as e-commerce, instant retail, travel, maps, providing a scalable deployment entrance for AI. Regarding open source, Cai stated, "Currently, the main driving force of global AI open source comes from Chinese companies. In recent years, Alibaba's team has made significant contributions to the open source of cutting-edge models, and today we are still working tirelessly."