Alibaba Cloud
阿里云
Alibaba Cloud is a cloud computing company chaired by Zhang Yong as Chairman and CEO . In China's enterprise software landscape, it sits as a strategic partner in major multinationals' cloud architectures—SAP, for instance, has named it a strategic partner alongside AWS, Azure, and Google Cloud Platform in its "4+1" multi-cloud strategy . More recently, the cloud unit has been positioning itself as an infrastructure layer for vertical AI applications, such as its June 2025 partnership with WeDoctor to build a medical AI foundation model and cloud-native architecture . The broader Alibaba group's platform origins trace back to 1999 with Alibaba.com, which digitized B2B supply-demand information for Chinese manufacturers seeking export markets .
AI-generated — may contain errors, please verify.
Coverage
Changing Every Today for Tomorrow | 5Y News Monthly
The big news from last month.
五源资本·"Autonomous Variable Robotics" Closes 1 Billion Yuan Series A+ Round, Open-Sources End-to-End Embodied Foundation Model | Yunqi Capital
Models and hardware iterating at breakneck speed
云启资本·Are Models and "Shells" Both Undervalued? ZhenFund's Yusen Dai's Mid-2025 AI Review --- The past six months have been a turbulent period for AI. On one hand, DeepSeek's breakthrough has reignited global enthusiasm for Chinese AI; on the other, the commercialization path for large models remains unclear, and the market is growing increasingly anxious about when AI will generate real returns. Against this backdrop, I believe it's necessary to take stock of where we stand at this mid-point in 2025. **The Core Question: Are Models and "Shells" Both Undervalued?** Over the past two years, the AI industry has cycled through several narratives: from the initial frenzy over foundation models, to the subsequent boom in AI applications ("shells"), then a period of disillusionment as applications failed to deliver, and now a renewed focus on models following DeepSeek's success. But I want to propose a contrarian view: **both models and "shells" may be simultaneously undervalued by the market right now.** This might sound paradoxical. Let me explain. **Why Models Are Undervalued** The market's current skepticism toward model companies stems largely from two concerns: the commoditization of models (will they all become undifferent
In 2025, the "Sedol moment" for industries far and wide is only just beginning.
真格基金·Exclusive | SiliconFlow, the First to Catch DeepSeek's Traffic Wave, Raises Hundreds of Millions in New Funding Led by Alibaba
A series of choices that were at once accidental and inevitable.
暗涌Waves·Yunqi Research Select | Mid-Year AI Industry Review: Ten Hopes and Heartbreaks in the Year of Implementation
How Does the Balance Between Cost and Effectiveness Tip?
云启资本·How Much Further Until AI Hits the Road? | Yunjihui X Intelligent Driving Demo Day
Yunqi Capital's Autonomous Driving Portfolio Shines in China's EV Hub
云启资本·Consensus Within Non-Consensus: A Conversation Among China's LLM Investors | Yunqi Tech π
New Wave, New Future
云启资本·When Moonshot AI's investors sat down with MiniMax's investors
Five individuals and two companies.
暗涌Waves·BioGeometry Completes Pre-A Round, Applying Generative AI to Bio-Manufacturing
Continuously optimizing a generative AI-powered protein design platform.
高榕创投·A Globalization Guide for Chinese Founders: Slicing the World Horizontally
The word "globalization" — so brief, yet it encompasses so many narratives.
暗涌Waves·Zilliz × Nvidia GTC: Launching the World's First GPU-Accelerated Vector Database | Yunqi Capital
Vector Databases Enter a New Era of GPU Acceleration
云启资本·Greatness Is Built One Moment at a Time | 5Y News Monthly
The big news from last month.
五源资本·Is investor Zhang Yong someone to watch?
The revelry has ended.
暗涌Waves·"Zhongdiao Technology" Closes Three Consecutive Rounds Worth Over 100 Million Yuan, Yunqi Capital Sole Investor in A2 Round | Yunqi Capital
AI Large Models Power the Intelligent Transformation of the Auto Industry
云启资本·Networking Sessions, Forums, and New Product Launches — Multiple Linear Capital Portfolio Companies Take the Stage at WAIC
Last week, the World Artificial Intelligence Conference (WAIC) took place in Shanghai. Can Zheng, Director at Linear Capital, served as a judge at the "ModelScope Create@AI Hackathon," hosted by AI model community ModelScope, guided by the CCF Open Source Development Committee, co-organized by Alibaba Cloud and NVIDIA, and supported by Alibaba Cloud Tianchi. For details on the three-day competition, [click here](https://mp.
线性资本·Why Won't Chinese Database Companies Simply "Copy" the Snowflake Model? | Yunqi Capital Science Chat
Respect the market, seek common ground while reserving differences.
云启资本·Registration Open | Create @ AI Hackathon: Calling All Global AI Developers and Founders --- This is a title/headline for an AI programming hackathon event. Here's the translation preserving the registration call-to-action format and the event branding: **Registration | Create @ AI Hackathon: Inviting Global AI Developers and Entrepreneurs to Compete**
The **Create @ AI Hackathon**, hosted by China's largest AI model community **ModelScope** and guided by the **CCF Open Source Development Committee**, with **Alibaba Cloud** and **NVIDIA** as co-initiators and **Tianchi** as a co-organizer, officially opened registration on June 1.
线性资本·The unthinkable is precisely what can be thought. | 5Y News Monthly
The big news from last month.
五源资本·July: Seeking Vast Possibilities | 5Y News Monthly
The big news from last month.
五源资本·Quantum Computing, 3D Sensor Chip Companies Secure New Funding; New Brands, Robotics, and Healthcare Firms Advance Globally | Rongbao · April
Summer begins, and all things grow.
高榕创投·Lightelligence's Yichen Shen in Conversation with FreeS Fund's Li Feng: The Present and Future of Chip Industry's World-Class Challenges | 424 Livestream Registration
Let's Talk About That Chip
峰瑞资本·SheIn Says No IPO Plans for Now as New $100 Billion Valuation Remains Unconfirmed
SheIn responds exclusively to *Dark Tides Waves*.
暗涌Waves·Compound Returns in Both Directions | A 5-Year View
Change, and yet remain the same.
五源资本·When Traffic Costs More Than Gold, How Do You Actually Drive Growth? | Ronghui
Hunting for traffic in the "stock era."
高榕创投·
