Alibaba (BABA(I)) – The Chinese AI giant is closing in on Anthropic while remaining absurdly undervalued!

With Qwen3.8-Max and the Apple deal, Alibaba proves that China is just a heartbeat behind the global leaders in the AI race!
An AI heavyweight at a discount price – Alibaba remains absurdly undervalued compared to pure model providers!
Leonid Kulikov
L. Kulikov
Reading Time: 1 minute

I am convinced that Alibaba (i) is making a genuine breakthrough in the global AI race with Qwen3.8-Max. A model with 2.4 trillion parameters, which it claims only falls short of Anthropics' Fable 5, is something I would hardly have expected from a Chinese provider until recently. However, for me, commercialization is what counts most : The fact that Qwen will be integrated as an AI capability in Apple devices is a significant endorsement – Apple is thereby validating model performance, device suitability, and data protection simultaneously....

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