ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Kürzel: BABA Forum: Aktien Thema: Hauptdiskussion

OpenAI and Anthropic's Chinese Rivals Face a Revenue Reality Check Moz Farooque ACCA Fri, September 18, 2026 at 9:33 PM GMT+2 2 min read This article first appeared on GuruFocus. Chinese artificial-intelligence models may be cheaper to run, but they are generating only a fraction of the revenue produced by U.S. leaders OpenAI and Microsoft (NASDAQ:MSFT) backed Anthropic, according to estimates from Rhodium Group. All Chinese AI models combined generate roughly 10% of the revenue reported by OpenAI and Anthropic, highlighting a widening gap between model adoption, monetization and access to capital. Rhodium estimated DeepSeek's annual recurring revenue at about $500 million, MiniMax at $800 million and Moonshot at $1 billion. Z.ai recently told investors its ARR had reached $1.8 billion, while ByteDance was estimated at roughly $4 billion and Alibaba (NYSE:BABA) at $2.4 billion. Those numbers remain far below OpenAI's reported $40 billion annual revenue run rate and Anthropic's $65 billion. The valuation gap is even more striking. Rhodium estimated Moonshot trades at roughly 50 times revenue and DeepSeek at around 163 times, compared with about 34 times for OpenAI and 21 times for Anthropic. Valuations relative to revenue appear exorbitant for Moonshot and DeepSeek at present, the report said. That comes despite Chinese models often carrying materially lower task costs than leading U.S. systems. Investors Takeaway The key issue is whether lower pricing can eventually translate into enough scale to close the monetization gap. Chinese AI labs may have an advantage on cost, but cheaper inference does not automatically produce stronger economics. OpenAI and Anthropic currently appear to have much greater ability to convert enterprise and consumer demand into recurring revenue. That matters because frontier AI remains extremely capital intensive. The financing gap means it will be far more difficult for Chinese frontier AI labs to scale sustainably, Rhodium partner Logan Wright said. For investors, that creates a sharp distinction between technical competitiveness and financial durability. DeepSeek, Moonshot and other Chinese developers may continue to pressure U.S. rivals on pricing and model efficiency, but unless revenue catches up, high private valuations could become harder to justify. The broader takeaway is that the AI race is increasingly becoming a contest not just over model quality, but over who can fund infrastructure, attract paying customers and monetize at scale. finance.yahoo.com/technology/ai/artic...

Alibaba ist ein schwieriger Fall, da sie kurzfristige Gewinne für beschleunigte Investitionen opfern. Zudem haben sie mit demselben Ziel eine Aktienemission durchgeführt. Ich würde raten, die Beurteilung größtenteils den professionellen Analysten (und insbesondere den großen Brokerhäusern) zu überlassen; diese sind nahezu einhellig begeistert.

Das gleiche bei SAP. Am besten komplett ignorieren.

September 18, 2026 3:50 AM2 min read US Government Website Quietly Used Alibaba’s Qwen AI Amid FBI Accusations of China Firm Imitating Anthropic: Report by Ravikash Bakolia Benzinga Editor The Federal Register’s website used an AI model from Chinese tech giant Alibaba Group Holding Ltd (NYSE:BABA), allowing users to search ​for proposed federal rules. This occurred despite the FBI previously accusing the company of “malicious” imitation of American AI lab Anthropic‘s AI models, according to a report. What Happened at Federal ‌Register? The website’s search feature was using the Chinese company’s AI model Qwen on Wednesday, besides other search choices, Reuters reported. However, the Qwen-backed search was removed on Wednesday when social media posts started to circulate regarding it. The news outlet had viewed screenshots and an archived version of the website’s ​source code. It was not known when the search tool using Qwen was deployed by the website, which comes under the National Archives.

Ehrlich gesagt frage ich mich langsam, was genau Dein Ziel hier ist. In einem Alibaba-Forum bei praktisch jedem Beitrag nur negativ aufzuschlagen und Dein obligatorisches ⛷️ darunterzusetzen, bringt außer Aufmerksamkeit eigentlich niemandem etwas. Wir wissen alle, dass die aktuelle BABA-Situation nervt. Wenn Du eine negative Einschätzung hast: gerne – aber dann bitte mit Argumenten und Fakten statt immer nur mit Deinem Skifahrer-Emoji. Wobei… der Winter steht ja tatsächlich bald vor der Tür. 😄 Dann hast Du zumindest endlich wieder einen sinnvollen Einsatz für Dein ⛷️ gefunden. Bis dahin könntest Du es ja vielleicht mal mit einem konstruktiven Beitrag versuchen. 😉

Meta MTIA 450 Arke AI chip deployment: cost savings 2027 Cris Tolomia Wed, September 16, 2026 at 2:27 PM GMT 'Meta plans to begin deploying a new in-house AI chip in its data centers during the first half of next year, with the company saying the processor will deliver better performance per watt and per dollar than Nvidia's current offerings when running AI models. The chip, designated MTIA 450 and code-named Arke, is currently in testing. According to Bloomberg, twelve units were delivered to Meta from Taiwan Semiconductor Manufacturing Co. on Sept. 1, and early results have landed within 2% to 3% of the figures Meta's simulations had forecast. On the first day of testing, the team ran Meta's own models as well as ones from DeepSeek and Alibaba Group on the processors.' https://finance.yahoo.com/technology/ai/articles/meta-mtia-450-arke-ai-122735717.html

Mal sehen, wie viel die Aktie bis Ende Oktober verlieren wird. Alibaba wird weiterhin einer der sichersten Geldvernichter bleiben langfristig.📉⛷️

Electronic Line Calling and AI Broadcasting Make CIFTIS Debut: Orange Lion Sports' Smartshot 2.0 Presents an Inclusive "Sports + AI" Solution PR Newswire Tue, September 15, 2026 at 4:47 AM GMT+2 2 min read 'BEIJING, Sept. 15, 2026 /PRNewswire/ -- Orange Lion Sports, founded by Alibaba Group, has unveiled Smartshot 2.0, the upgraded version of its AI sports solution, at the Sports Services exhibition during the 2026 China International Fair for Trade in Services (CIFTIS), held September 9-13 in Beijing. From six-camera Hawk-Eye electronic line calling and AI-powered auto-directing to the debut of a voice-interactive smart ball machine, the company is advancing a cost-effective approach to inclusive sports technology, bridging the gap between professional competition and mass participation to "make sports simple." At CIFTIS 2026, Orange Lion Sports' replica tennis court became a focal point. Smartshot 2.0 introduced an upgraded electronic line calling system designed to address long-standing disputes over line calls at amateur tennis events. As soon as the ball lands, a large screen provides instant in/out calls and can announce "IN/OUT" at adjustable volumes. The system supports smoother, fairer amateur competitions at a low marginal cost without requiring additional labor. AI commentary and auto-directing cut broadcasting costs of up to hundreds of thousands of yuan, making high-quality broadcasts more accessible. AI-powered robots are becoming a valuable complement to traditional sports coaching. In Orange Lion Sports' roadmap, Smartshot will work with the smart ball machine to interact with trainees through natural language, instantly adjusting ball settings, placement and speed to create personalized training programs and help beginners improve more efficiently.'

Diese nichtssagenden Gemini-Analysen hab ich wirklich vermisst!

Alibaba set to lead $300M investment in UniPat AI, Bloomberg says TheFly Sep 11, 2026, 10:20 AM Alibaba (BABA) is set to lead a $300M investment in UniPat AI, valuing the company at $2.5B, Bloomberg reports. The financing will close soon and drew participation from Tencent (TCEHY) as well as previous backers such as HSG, people familiar with the matter told Bloomberg. Talks are still progressing and the deal’s specific details may still change, the sources added.

Wenn du davon ausgehst, muss du dich fragen lassen, warum du nicht verkaufst um weitere Verluste zu vermeiden.

Transkript des ersten Quartals von Oracle. Eine interessante Lektüre für Skeptiker hinsichtlich der Nachfrage nach Rechenzentren: https://www.benzinga.com/news/26/09/61729962/...

Dann wohl eher shorten

Wüsste nicht, was hier langfristig steigen sollte, außer die Verluste.😅📉