As the Lunar New Year approaches, the competition between Chinese tech giants ByteDance and Alibaba Group is intensifying again. According to insiders, both companies plan to launch new core model technologies around the Spring Festival, marking a critical stage in their battle for domestic technological leadership and dominance in the future cloud services market.

ByteDance: Three Arrows to Challenge the Market

It is reported that ByteDance plans to launch three core models next month, covering key areas such as large-scale language processing, image generation, and video generation.

This move is seen as a signal from ByteDance to directly challenge Alibaba by leveraging its rapidly growing cloud service business. The timing of the release, in mid-February during the Spring Festival holiday, aims to precisely capture user traffic during the holiday period and gain more market share for its cloud service ecosystem.

AI, Artificial Intelligence

Alibaba: Flagship Updates and Market Counterattack

Facing the challenge, Alibaba is also taking active steps. It is reported that Alibaba will launch a flagship model, Qwen3.5, during the same period. This version is said to have significant breakthroughs in logical reasoning, mathematical computation, and code writing capabilities.

At the same time, Alibaba plans to launch large-scale holiday marketing campaigns for its consumer-facing applications, aiming to counter the currently leading "Douyin" app. Analysts point out that with the entry of competitors like DeepSeek, the sense of urgency for Chinese tech companies to attract and retain users and build super app ecosystems is increasing.

Industry Outlook: Battle for a $90 Billion Market

The significance of this competition goes beyond application-level victories, focusing on the power structure of China's cloud market in the future.

Market Forecast:

According to the latest report from JPMorgan, it is expected that the cloud market driven by related technologies in China will reach nearly $90 billion by 2030.

This technology competition led by industry giants not only determines who can first create a national-level phenomenon product but will also reshape the underlying competitive logic of China's technology industry for years to come.