Alibaba Cloud's Zhang Yong: Demand for AI Cloud Services is Very Strong, Incremental Opportunities are Just Starting to Unfold


Alibaba Cloud launches an extremely cost-effective AI programming subscription plan, lowering the entry barrier for developers through a bundled model and accelerating the implementation of the AGI strategy. The service integrates four leading domestic AI models, breaking the limitations of single models, and competing in the market through downward disruption.
Surging global demand for AI has driven changes in China's cloud computing market. Alibaba Cloud's market share increased from 34% to 36% in Q3 2025, growing for three consecutive quarters, with AI serving as its core growth driver.
Alibaba Cloud launched the new image generation foundation model Qwen-Image-2.0 on February 10, 2026, which integrates image generation and editing capabilities. The model adopts a 7B lightweight architecture, maintaining fast inference while offering four core advantages: professional text rendering capability, supporting ultra-long and complex instructions up to 1k tokens, and demonstrating excellent performance in multiple blind testing benchmarks.
On January 29, 2026, Alibaba's Pingtouge Semiconductor officially launched the high-end AI chip Zhenwu 810E, achieving full-chain independent development from hardware architecture to supporting software, marking the complete implementation of Alibaba's AI Golden Triangle strategy. The chip has been verified with a scale of ten thousand cards within Alibaba Cloud.
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.