Alibaba has launched Tongyi Qianwen, a large language model (LLM) that allows AI content generation in English and Chinese. The LLM has different model sizes, including Qwen-7B and Qwen-7B-Chat. Alibaba plans to open-source the Qwen-7B model, enabling researchers and companies to create their own generative AI apps without training their own systems. This move aims to increase the use of Alibaba’s AI product and position the company as a leading player in technology. Additionally, Alibaba is looking to boost its cloud computing division through investments in AI and sees offering a strong LLM as a potential competitive advantage.
| Signal | Change | 10y horizon | Driving force |
|---|---|---|---|
| Alibaba launches large language model, Tongyi Qianwen | Introduction of AI content generation in English/Chinese | Increased use of generative AI apps | Increase in user adoption of AI technology |
| Alibaba open-sources Qwen-7B model and Qwen-7B-Chat | Third-party access to AI models for app development | Global availability of generative AI apps | Facilitating research and development of AI apps |
| Alibaba aims to compete with Meta and OpenAI | Competition among AI technology providers | Establishing a leading role in AI technology | Market dominance and profitability |
| Alibaba focuses on cloud computing and AI investments | Strategic shift towards cloud computing division | Growth and profitability in cloud computing | Future area of profitability and growth |
| Alibaba launches Tongyi Wanxiang, an AI image generation service | Expansion of AI applications in generating images | Increased availability of AI-generated images | Diversification of AI services and offerings |