# Alibaba

> Markdown twin of https://roboterminal.app/companies/alibaba · https://roboterminal.app/companies/alibaba.md

## Key numbers

- **Units shipped:** 6,000,000,000 units
  - _"Alibaba just said more than 6 BILLION chips have shipped using its XuanTie RISC-V designs."_
  - Source: @MilkRoadAI on X
- **Units shipped:** 6,000,000,000 units
  - _"T-Head team has delivered 6B+ RISC-V chips."_
  - Source: @tphuang on X

## On shared sources

- [NVIDIA](https://roboterminal.app/companies/nvidia) (17)
- [DeepSeek](https://roboterminal.app/companies/deepseek) (15)
- [Tencent](https://roboterminal.app/companies/tencent) (11)
- [Moonshot AI](https://roboterminal.app/companies/moonshot-ai) (10)
- [OpenAI](https://roboterminal.app/companies/openai) (10)
- [Anthropic](https://roboterminal.app/companies/anthropic) (8)
- [ByteDance](https://roboterminal.app/companies/bytedance) (7)
- [Meta](https://roboterminal.app/companies/meta) (7)
- [Seeed Studio](https://roboterminal.app/companies/seeed-studio) (7)
- [Hugging Face](https://roboterminal.app/companies/hugging-face) (5)
- [Rockchip](https://roboterminal.app/companies/rockchip) (5)
- [Baidu](https://roboterminal.app/companies/baidu) (4)
- [Google](https://roboterminal.app/companies/google) (4)
- [IDG Capital](https://roboterminal.app/companies/idg-capital) (3)
- [Samsung](https://roboterminal.app/companies/samsung) (3)
- [Xiaomi](https://roboterminal.app/companies/xiaomi) (3)
- [XPeng](https://roboterminal.app/companies/xpeng) (3)
- [Cline](https://roboterminal.app/companies/cline) (2)
- [Gaorong Ventures](https://roboterminal.app/companies/gaorong-ventures) (2)
- [Innolight](https://roboterminal.app/companies/innolight) (2)
- [Liquid AI](https://roboterminal.app/companies/liquid-ai) (2)
- [MiniMax](https://roboterminal.app/companies/minimax) (2)
- [PrismML](https://roboterminal.app/companies/prismml) (2)
- [SMIC](https://roboterminal.app/companies/smic) (2)
- [Thinking Machines](https://roboterminal.app/companies/thinking-machines) (2)
- [Vercel](https://roboterminal.app/companies/vercel) (2)
- [YMTC](https://roboterminal.app/companies/ymtc) (2)
- [a16z](https://roboterminal.app/companies/a16z) (1)
- [Adobe](https://roboterminal.app/companies/adobe) (1)
- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [AMD Ventures](https://roboterminal.app/companies/amd-ventures) (1)
- [Apple](https://roboterminal.app/companies/apple) (1)
- [Baseten](https://roboterminal.app/companies/baseten) (1)
- [Biren](https://roboterminal.app/companies/biren) (1)
- [Cambricon](https://roboterminal.app/companies/cambricon) (1)
- [Cloudflare](https://roboterminal.app/companies/cloudflare) (1)
- [Comfy Cloud](https://roboterminal.app/companies/comfy-cloud) (1)
- [Cursor](https://roboterminal.app/companies/cursor) (1)
- [d-Matrix](https://roboterminal.app/companies/d-matrix) (1)
- [Darkbloom](https://roboterminal.app/companies/darkbloom) (1)
- [DCVC](https://roboterminal.app/companies/dcvc) (1)
- [Eptolink](https://roboterminal.app/companies/eptolink) (1)
- [Gaorong](https://roboterminal.app/companies/gaorong) (1)
- [Github](https://roboterminal.app/companies/github) (1)
- [Groq](https://roboterminal.app/companies/groq) (1)
- [Huawei](https://roboterminal.app/companies/huawei) (1)
- [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1)
- [LangChain](https://roboterminal.app/companies/langchain) (1)
- [Lenovo](https://roboterminal.app/companies/lenovo) (1)
- [LG Innotek](https://roboterminal.app/companies/lg-innotek) (1)
- [Lm Studio](https://roboterminal.app/companies/lm-studio) (1)
- [Magnitude AI](https://roboterminal.app/companies/magnitude-ai) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [Midjourney](https://roboterminal.app/companies/midjourney) (1)
- [Mistral](https://roboterminal.app/companies/mistral) (1)
- [MRVL](https://roboterminal.app/companies/mrvl) (1)
- [Nebius](https://roboterminal.app/companies/nebius) (1)
- [Nscale](https://roboterminal.app/companies/nscale) (1)
- [Ollama](https://roboterminal.app/companies/ollama) (1)
- [Omdia](https://roboterminal.app/companies/omdia) (1)
- [OpenRouter](https://roboterminal.app/companies/openrouter) (1)
- [Oracle](https://roboterminal.app/companies/oracle) (1)
- [Perplexity](https://roboterminal.app/companies/perplexity) (1)
- [RealSense](https://roboterminal.app/companies/realsense) (1)
- [Reflection](https://roboterminal.app/companies/reflection) (1)
- [RunAnywhere](https://roboterminal.app/companies/runanywhere) (1)
- [Salesforce](https://roboterminal.app/companies/salesforce) (1)
- [Shanghai Ai Lab](https://roboterminal.app/companies/shanghai-ai-lab) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [StepFun](https://roboterminal.app/companies/stepfun) (1)
- [TypeSafe](https://roboterminal.app/companies/typesafe) (1)
- [Unitree](https://roboterminal.app/companies/unitree) (1)
- [Zhipu](https://roboterminal.app/companies/zhipu) (1)

## Pulse

- [@stretchcloud on X](https://x.com/stretchcloud/status/2113253286102855743)
  Someone posted the proof yesterday and it's been sitting with me since. Higgsfield's new Genjutsu Lite model, going by screenshots of their own API docs, is Alibaba's Wan 3.0 wearing a different name.…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2113141805583921355)
  China's AI stocks are getting HIT in Hong Kong today. The Hang Seng Tech Index fell about 4% to around 3,834, while the Hang Seng Index dropped almost 3%. According to Chinese media, AI model makers M…
- [@Scobleizer on X](https://x.com/Scobleizer/status/2112767094593044583)
  Wild. Why we can't get cheap NVIDIA cards. https://t.co/frFkm8HW3A
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112552393057746982)
  This is absolutely INSANE and another example of just how EXTREME demand for AI compute has become. According to Reuters, China's three largest technology companies, ByteDance, $BABA, and Tencent, hav…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112517865161007384)
  ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders US-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the ‌orders because demand…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112505767584768281)
  Alibaba’s RISC-V IP powers over 6 billion shipped chips as tech giant targets AI The milestone comes as Chinese chipmakers seek to reduce dependence on foreign tech amid US-led export restrictions htt…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112475919357194384)
  Alibaba just said more than 6 BILLION chips have shipped using its XuanTie RISC-V designs. Damo Academy chief scientist Meng Jianyi announced the number at the RISC-V Summit China in Shenzhen. That is…
- [@tphuang on X](https://x.com/tphuang/status/2112137958962741655)
  Alibaba Damos/T-Head team unveiled E908A auto grade RISC-V core. Reached both ISIL-B and ISIL-D standard RISC-V CPU IP. It is also getting next-gen C950A ready for auto chip mkt. T-Head team has deliv…
- [@tphuang on X](https://x.com/tphuang/status/2110007616709501382)
  IDC's estimate on China's AI accelerator mkt in Chinese AI Data Center in 2026H1: Take this for what you will, but it estimates 2m total chip & 33.8% for Nvidia & 28.5% for HW. Some # here look very q…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2109319657379279247)
  I think Gavin's correct. Open-weight models that compress frontier margins are positive for AI infra -- they don't shrink demand for compute. An example is after Deepseek R1, Tencent, Alibaba and Byte…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2108123232541028505)
  No tokens. Just a number between 0 and 1. That's the entire output of Liquid AI's d1 family, and this week they shipped two new ones, open weight this time: d1-3B for text and vision, d1-omni-600M for…
- [@MParekh on X](https://x.com/MParekh/status/2108053497304506697)
  AI: Nvidia’s Open Source ‘AI Factory’ Push vs China. AI-RTZ #1233 (Part 1)…Nvidia the Kingmaker, part 1: Reflection’s Beam arrives, Jensen’s latest answer to China’s open source lead.$NVDA https://t.c…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107846575552888892)
  China is about to unleash a 60x AI demand shock and it could create an entirely new group of stock market winners. JP Morgan expects China’s inference-token consumption to grow roughly 60-fold between…
- [@seeedstudio on X](https://x.com/seeedstudio/status/2104881371315687428)
  A closer look at what we brought to #ROSCon Global 2026 with reBot. A few demos from the booth: ✅#Qwen3-VL Skills — vision-language reasoning with reBot ARM ✅ #NVIDIAIsaac — reBot teleoperation in sim…
- [@ericjang11 on X](https://x.com/ericjang11/status/2104429165910917225)
  If you're a robotics researcher working with GPT 6 Astra to do interesting things with robotic control or agentic real2sim, and would like access to open source models (Kimi K3, Qwen 3.8 Flash Next) a…
- [@seeedstudio on X](https://x.com/seeedstudio/status/2102646378002628796)
  Run #LLMs on @NVIDIARobotics #Jetson without x86 ONNX export. 🚀 #TensorRT-Model-Connect on reComputer Classic J5012 (#AGXOrin 64GB, #JP7.2). @huggingface checkpoint → trtmc build → .bundle on device …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2102200707541540958)
  The pattern I keep seeing this month: once a model layer commoditizes, the fight moves one layer down to whoever serves it fastest. RunAnywhere, a YC W26 company, launched Wally this week, an inferenc…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2102195674527809731)
  My read on Xiaomi shipping MiMo-V2.6-Pro this week: the real story isn't the benchmark score. It's who is now capable of putting up that score. Xiaomi, a phone and appliance company, published MiMo-V2…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2102170760244826185)
  Another Chinese lab just gave away a trillion parameter model for free, and the market barely blinked because it's the fourth time this year. Xiaomi open sourced MiMo-V2.6 today: two natively omnimoda…
- [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2102123398230954053)
  a few notable open model releases *since* this interview of @dylan522p by the way :) Thinking Machines - Inkling - Jul 15 Moonshot - Kimi K3 - Jul 16, weights Jul 26/27 inclusionAI - Ling 3.0 Flash - …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101949552664457715)
  The shift I keep coming back to this week: not every AI call needs to write a sentence. Diogo Almeida's Jev proved that in nine days. Jev is what TypeSafe calls a System One model. It skips token by t…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101944528592584830)
  Apple shipped something small this cycle that I think matters more than another point release of a frontier model: macOS 27 now includes an fm command in the terminal, putting Apple's on-device model …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101853928107520008)
  The gain came from the harness, not the model. That line from https://t.co/VlWgutdPl7's research roundup today sums up where agentic engineering is right now: 41.2% to 91.8% success on long-horizon ro…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101803590587498924)
  Frontier agentic performance just hit $1 per million. StepFun launched Step 5 Preview today. 600B total parameters, 27B active per token. 1M context. $1 per million input tokens. That is 10 to 20x che…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101778429448233000)
  Open weights image generation just became serious. Qwen-Image-2.1 ships today. Generation and editing in one model. 2K resolution native. Professional typography. Alpha channel. Open weights. The mark…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101768358542889014)
  1/5 LLMs fail long-horizon tasks for a fixable reason. 2/5 Plans look valid until they run. A robot reaches for an object that was already moved. A step gets skipped because its precondition was never…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101733127781531764)
  1,424 tok/s prefill on consumer hardware. Halogen is a dedicated inference engine for Qwen3.8-Flash-Next on Strix Halo. 4x faster than previous implementations at 32K context. Local AI performance is …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101723059702960445)
  27B model. 5.9GB. 98% of full performance. PrismML compressed Qwen3.8 27B by 9x using ternary weights with almost no accuracy loss. Biggest gains in agentic coding and long-horizon tool use. 262K cont…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101511667238543643)
  Qwen3.8-27B hits 381 tok/s locally. Here's how: → DFlash2 kernel: 138 tok/s baseline → Optimized MTP: parallel multi-token prediction → Context lookup: model verifies 16 tokens at once → Prefix cache:…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101501600636559611)
  381 tokens per second on one GPU. That's Qwen3.8-27B running via DFlash2, context lookup, optimized MTP, and prefix cache. The 381 only appears in a specific regime: when the answer already lives in t…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101486501217649137)
  Open model adoption just hit a tipping point. Here's what that means for builders: 1/5 - The Volume Evidence 78.4% of tokens on Vercel's AI gateway run on open models. That's not a survey. That's prod…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101416041717137617)
  Open source just shipped a 744B agentic model. Shanghai AI Lab released Atria Dawn Preview on September 11 with no blog post, no pricing announcement, and no press release. Just a Hugging Face commit …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101411003724689516)
  Frontier AI now fits in your pocket. PrismML shipped Ternary Bonsai 2 27B this week. 27.8 billion parameters. 5.9 gigabytes. That is 9x smaller than the full-precision Qwen3.8 27B it is based on. The …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101314913272512561)
  Qwen3.8-Omni-Flash is a different bet. Not "better language model". Omni-modal from the ground up. One model that handles: → Text, image, audio, video in → Text and audio out → Real-time inference at …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101033516419211647)
  A new agentic open-weights model drops Tuesday. 3x cheaper than DeepSeek Flash. 15% better on long agentic loops. Available on RouteLLM API and on the coding agent. Designed for 90% of coding tasks. M…
- [@seeedstudio on X](https://x.com/seeedstudio/status/2100884507968917946)
  🔥🔥#RK1828 vs. #RK1820: 32K context. Fully local. We pushed long-context AI inference further on the #reComputer RK3576 Dev Kit with #Qwen3 running locally: ⚡ RK1828 + Qwen3-4B → 32K NIAH: 12/12 PASS…
- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2100731771516039491)
  Agentic AI is moving to the edge. On NVIDIA Jetson AGX Thor, TensorRT Edge-LLM completed MLPerf Edge Agentic 6.4x faster than the llama.cpp reference, reaching 52.33 token/sec for Qwen 3.6 27B model. …
- [@ricci_nov on X](https://x.com/ricci_nov/status/2100707225698517093)
  Fathom lets each query decide how many bits of each key channel it reads. At 1M tokens on Qwen3-8B a decode step is 1.67x faster than 136-bit scans, and it matches the most accurate 136-bit scan at 92…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2100681046551605519)
  Four Mac Studios fine-tuning Qwen3-9B over RDMA-over-Thunderbolt reach 936 tokens/s at sequence length 17408, up to 1.6x the single-trunk, non-overlapped baseline. Measured Thunderbolt bandwidth is fa…
- [@seeedstudio on X](https://x.com/seeedstudio/status/2100503670744084929)
  🔥🔥RUN #7B #VLM on reComputer #RK3576 Dev Kit + #RK1828 We tested #Qwen 2.5-VL-7B_prune on the reComputer RK3576 Dev Kit + RK1828 AI Accelerator: ⚡ TTFT: 418.93 ms 🚀 Streaming Output: 330.68 chars/s…
- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2100322599079182801)
  Double the throughput on the same edge platform. ⚡ See Qwen3.5 9B NVFP4 run with DFlash speculative decoding turned on and off, reaching 68.1 tokens/s with DFlash enabled on NVIDIA Jetson. https://t.c…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2100258409580769414)
  Jon Cipher is right about the structural shift here. The OpenRouter data tells a clear story. Chinese models took the lead in OpenRouter token share in March and kept it. Not because they win every be…
- [@seeedstudio on X](https://x.com/seeedstudio/status/2099845698728653034)
  🔥🔥Testing 7B #LLM on #RK3576+#RK1828 We put Qwen2.5-7B (W4A16) to the test on the reComputer RK3576 Dev Kit with RK1828 AI Accelerator: ⚡ Prefill: 121.12 tok/s 🚀 Generation: 60.42 tok/s ⏱️ TTFT: 30…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2099746787905122721)
  The inference layer just got a native desktop. Cline shipped Cline Desktop this week: a standalone app for open-weight models, not just a VS Code extension. ClinePass at $9.99/month gets you DeepSeek …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2099620455996920003)
  Coding agents just split into two permanent tiers. Cline Desktop shipped today: native macOS interface for working with open weights models. ClinePass provides access to DeepSeek-V4.1-Flash, Musespark…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2099565090877886838)
  Local inference is becoming a product category, not just a benchmark table. Perplexity launched Portable Computer on Windows RTX PCs today. The orchestrator LLM, subagent LLM, and the full agent harne…
- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2099558804396319186)
  Run Qwen3.8 Flash Next, a 125B multimodal MoE model, locally on NVIDIA Jetson AGX Thor. ⚡ Built for reasoning, coding, and tool use, its 262K context window can handle large codebases and long convers…
- [@seeedstudio on X](https://x.com/seeedstudio/status/2098675479418933630)
  👁️ Testing Qwen2.5-VL-3B on the reComputer RK3576 Dev Kit with RK1820 AI Accelerator ⚡ 361.98 ms Time to First Token 🚀 227.56 chars/s Streaming Output 🧠 Local Vision-Language Model 🔍 Image Underst…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2098509887571665173)
  HSBC: Chinese hyperscalers capex spend estimates as % of revenue is far lower than US hyperscalers. $BABA $BIDU $AMZN $META $GOOGL $META $ORCL
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098433750225014814)
  On an 8x B200 node serving Qwen3-Coder-480B, Nvidia's Max-Q profile bought 8.6% more tokens per joule at a 5.2% latency cost. A calibrated per-lane setting gave 20.4% at 3.5%. Three days of running sa…
- [@kyleichan on X](https://x.com/kyleichan/status/2098426765832040599)
  From Anthropic's new distillation accusations against Chinese AI labs: - Fable wasn't used for distillation. Zai tried but failed. This means Anthropic can stop distillation with sufficiently strong g…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098423304592011339)
  HyQuant keeps the top ~5% of key positions and a 128-token window in FP16 and quantises the rest to 4-bit: decode kernel up to 3.58x FlashAttention-2 at 32K context, LongBench 45.04 vs 44.59 on Qwen3-…
- [@seeedstudio on X](https://x.com/seeedstudio/status/2098329400194539958)
  🔥🔥RK3576+RK1820: 178.86 tokens/s. Local LLM, Running Fast. We put the #reComputer #RK3576 Dev Kit with #RK1820 AI Accelerator to the test. Running #Qwen 2.5-0.5B, it achieved an impressive 178.86 to…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098061816031285686)
  A 2.4T-parameter Qwen3.8 with 95B active per token now fits one node: 8 B300 GPUs, NVFP4 quantization to about a third of full size, over 4,000 tokens/s per GPU, a 1M-token context and a low/medium/hi…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2097728727375642909)
  Qwen3.8 27B at 4-bit (17GB) matches the 55GB BF16 model on Terminal-Bench 2.1, fitting a 24GB RTX 4090. 2-bit (10.7GB) slips. 1-bit (6.2GB) scores at random chance on GPQA Diamond, and longer reasonin…
- [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2097319333152055803)
  I think the point that "astra is the first vlm that doesn't suck" is a really important one. At the smaller scale the qwen models are incredible but you feel the limitations. Still waiting on my qwen …
- [@pequityresearch on X](https://x.com/pequityresearch/status/2097107572100620524)
  "China's four major cloud service providers (CSPs), Baidu, Alibaba, Tencent, and ByteDance, are strongly requesting Long-Term Agreements (LTAs) from Samsung Electronics and SK Hynix" 👀👀👀 $DRAM $DIS…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2097089530927235517)
  Open weights are not the same as cheap serving. Alibaba's Qwen 3.8-Max, 2.4T parameters with 95B active, is estimated to need 48-64 B200-class GPUs to serve. DeepSeek's V4 Flash, 284B, fits in about 1…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096990589690519890)
  And then DeepSeek, Moonshot, Zhipu, Alibaba...then Tencent, Bytedance, Minimax, Xiaomi.... https://t.co/QlG3ehFkDq
- [@stretchcloud on X](https://x.com/stretchcloud/status/2095255445124583878)
  The AI assistant category is being replaced. QwenWork landed in public beta globally this week. Alibaba's move is to make the next product category a single subscription that puts an AI agent in contr…
- [Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks.

The interesting two aspects:

1) For such significant jumps, it seems that you don't even change the version number anymore (no Qwen 3.9), rather the development happens so q… / X](https://x.com/stretchcloud/status/2095220210999664739)
  Post Log in Sign up Post Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks. The interesting two aspects: 1) For such significan…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
  Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $…
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093739174746611828)
  XPENG is putting serious money behind humanoid robotics. Its robotics business just raised more than $900 million, reaching a post-money valuation above $6.3 billion. The round was led by IDG Capital,…
- [@AskHeyTheo on X](https://x.com/AskHeyTheo/status/2092574366420906047)
  Story 2, Shanghai. Unitree is down 45%+ from its IPO peak. Not a robot story. A supply story. Alibaba's record share sale and YMTC's IPO plans landed the same week. The cost of the AI build-out just g…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092133596098359762)
  XPeng's robotics unit raised over $900M at a $6.3B post-money valuation. Largest single-round private raise in China's embodied AI sector. IDG Capital led. Tencent, Alibaba, and Gaorong joined. Worth …
- [XPeng Motors humanoid robot unit Dogotix raises $900M - The Robot Report](https://x.com/ologicinc/status/2094455408803086387)
  The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share XPeng’s Dogotix unit is developing the IRON humanoid robot. Source: XPeng Like other global automakers, XPeng Motors is bra…

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Source: Roboterminal · https://roboterminal.app/companies/alibaba.md