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What podcasts say about Alibaba AI

Every statement, with the speaker, the exact quote and the moment it was said.

What experts have said about Alibaba AI

8 statements · 5 positive · 1 negative · 2 mixed

  1. Caroline HepkerPositiveSep 22, 2026· Stock Movers

    Alibaba plans $53 billion of AI spending over three years.

    “$53 billion of spending over 3 years for, for AI”

    Listen at 4:28

    Open the episode · Unimicron Roars, Tencent Jump, CCB Down
  2. Anthony StevensMixedAug 21, 2026· Stock Movers

    Alibaba’s cloud AI business may offset weakness in e-commerce.

    “There's a lot of debate whether they're... Cloud AI business can offset that”

    Listen at 3:08

    Open the episode · Samsung Electronics Rises, Unimicron Down, Pop Mart Falls
  3. Anthony StevensMixedAug 21, 2026· Stock Movers

    Alibaba’s cloud AI business may offset e-commerce weakness.

    “there's a lot of debate whether their cloud AI business can offset that.”

    Listen at 3:23

    Open the episode · Samsung Electronics Rises, Unimicron Down, Pop Mart Falls
  4. Tatiana DariaNegativeAug 20, 2026· Stock Movers

    Alibaba profits fell over 75% after AI capital spending rose to about $10 billion.

    “Profits plunged to more than 75% after the company increased its capital spending to about $10 billion on AI.”

    Listen at 2:58

    Open the episode · Walmart Drops, Alibaba ADRs, Coty Sinks After Fourth Quarter Results
  5. Tatiana DairyPositiveAug 20, 2026· Stock Movers

    Alibaba aims to recoup its AI investment within three years.

    “The company said it aims to recoup its investment within three years”

    Listen at 3:36

    Open the episode · Walmart Drops, Alibaba ADRs, Coty Sinks After Fourth Quarter Results
  6. Alexis ChristophorousPositiveAug 17, 2026· Stock Movers

    Alibaba claims its latest AI model performs on par with Anthropic.

    “They claim performance on par with anthropic.”

    Listen at 1:39

    Open the episode · Alibaba Shares Rises; Macys Shares Up; Snap Shares Tumble
  7. Dan CurtisPositiveAug 17, 2026· Stock Movers

    Alibaba aims to reach $100 billion in AI revenue within five years.

    “Its aim is to hit $100 billion in AI revenue in five years.”

    Listen at 3:03

    Open the episode · Nvidia Has $21 Billion SpaceX Stake; Alibaba to Sell Gaming Arm; Ferrari’s Luce is Priciest New Car
  8. Anthony StevensPositiveAug 3, 2026· Stock Movers

    Alibaba released a new AI model with 2.4 trillion parameters.

    “Alibaba came up with a huge new model, 2.4 trillion parameters”

    Listen at 1:55

    Open the episode · Chinese Markets React, Japanese AI Falls, Volatility for Japanese Banks

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Alibaba AI: what podcasts say · PodLume