From 1% to 69% Citing the ATOM report, the essay notes that Alibaba’s Qwen rose from about 1 per cent of new open-model fine-tuning and adaptation in January 2024 to 69 per cent by February 2026. The US still holds the lead in closed systems from OpenAI, Anthropic and Google, but its startup ecosystem has … Read more
Calls and downloads ‘Calls’ mean individuals who lack local deployment pay per token to use a model online. ‘Downloads’ are organisations, banks, governments and energy firms pulling models in to embed in their own systems, the core ‘AI plus’ indicator, and China leads there as well. Across Africa, with 1,500 to 3,000 languages, many local-language … Read more
Alibaba’s AI investing has become a structure: model companies return equity value, rising compute demand feeds Alibaba Cloud orders, and a memory bottleneck is met with an upstream stake. It resembles the group’s old playbook, except today it backs interdependent, sometimes competing, firms. The history is consistent. A 2017 DAMO Academy with a 15 billion … Read more