Alibaba Cloud quarterly revenue reaches 25.123 billion, Zhang Yong: Tongyi Qianwen's cumulative users exceed 550,000


The competition in China's generative AI sector has entered a new phase focused on user acquisition. "Baidu Wenxin Yanyi" has exceeded 200 million monthly active users, becoming the first domestic large model to enter the 200 million club. "Alibaba Tongyi Qianwen" achieved over 100 million monthly active users within two months of launch, showing rapid growth. Baidu has adopted an "all-domain integration" strategy, fully embedding AI capabilities into core products such as search, accelerating application implementation.
At the 2026 Developer Conference, Alibaba Cloud announced a major upgrade to PolarDB, introducing native AI capabilities such as the AI Data Lake Database, driving the evolution of databases from "cloud-native" to "AI-native." It introduced for the first time the four technical pillars of an "AI-Ready Database," lowering the development barrier through architectural restructuring and deeply integrating large model capabilities into the core of the database.
Ali launched the AIGC creative design platform Wuli", which centers on generative AI technology to provide creators, designers, and marketing professionals with efficient and diverse creative generation solutions. The platform is now in the testing phase, relying on the technical support of the Tongyi Qianwen team, and is committed to enhancing creative design productivity.
The Tongyi Qianwen App integrates with Taobao Flash Sales and Alipay AI Pay. Users can complete product recommendations, orders, and payments through natural conversation without switching apps, achieving 'say a sentence and it's delivered'. This marks a key advancement in AI intelligent agents moving from 'being able to answer' to 'being able to actually get things done'.
The Alibaba Tongyi Qianwen large model has shown outstanding performance in the global open-source AI community, with cumulative downloads exceeding 700 million times and becoming the most popular open-source model among developers. In December 2025, its monthly download volume even exceeded the total of other major models worldwide, demonstrating strong growth momentum.