Alibaba's AI Momentum Builds Amid Qwen Coder's Market Share Gains
PorAinvest
martes, 19 de agosto de 2025, 8:53 pm ET1 min de lectura
BABA--
Qwen3-Coder's quick adoption highlights Alibaba's progress in the AI space. In mid-July, Anthropic’s Claude Sonnet 4 accounted for 46.3% of code generation requests on OpenRouter, while Google’s Gemini 2.5 Pro held 13.4%. By August 11, Claude’s share had fallen to 32.3%, and Gemini dropped to 5.8% [1]. Over the same period, Qwen3-Coder rose quickly, capturing 20.7% of the market within weeks of its late July launch [1].
Alibaba's AI push comes at a time when its core e-commerce business faces slower growth. The strong uptake of Qwen3-Coder marks progress in Alibaba's broader AI strategy, positioning it as a key player in open-source AI, a space where China is rapidly catching up with Western rivals [1].
Alibaba stock gained over 43% year-to-date compared to Baidu's 7% returns [2]. This performance reflects investors' optimism about Alibaba's AI capabilities and its potential to translate developer interest in its free model into commercial opportunities.
Analysts remain highly bullish about Alibaba’s stock trajectory, with 13 Buy ratings and one Hold rating, indicating a Strong Buy consensus rating on TipRanks [1]. The stock is trading at $150.09, implying about 23.78% upside potential from current levels [1].
References:
[1] https://www.tipranks.com/news/alibabas-new-ai-model-captures-market-share-from-google-and-anthropic
[2] https://www.benzinga.com/markets/tech/25/08/47208167/alibabas-ai-momentum-builds-as-qwen-coder-gains-market-share
[3] https://www.scmp.com/tech/article/3322250/alibaba-baidu-lead-chinas-ai-cloud-boom-market-surges-55-us27-billion
BIDU--
Alibaba's AI momentum builds as Qwen Coder gains market share, capturing over 20% of usage share on AI marketplace OpenRouter. Baidu and Alibaba Group led China's public cloud services for artificial intelligence in 2024, each capturing roughly 25% of a market that expanded 55% to 19.6 billion yuan. Alibaba stock gained over 43% year-to-date compared to Baidu's 7% returns.
Alibaba's (BABA) AI momentum continues to build, with its open-source model, Qwen3-Coder, capturing over 20% of usage share on AI marketplace OpenRouter. This rapid growth comes as Baidu (BIDU) and Alibaba Group led China's public cloud services for artificial intelligence in 2024, each capturing roughly 25% of a market that expanded 55% to 19.6 billion yuan [3].Qwen3-Coder's quick adoption highlights Alibaba's progress in the AI space. In mid-July, Anthropic’s Claude Sonnet 4 accounted for 46.3% of code generation requests on OpenRouter, while Google’s Gemini 2.5 Pro held 13.4%. By August 11, Claude’s share had fallen to 32.3%, and Gemini dropped to 5.8% [1]. Over the same period, Qwen3-Coder rose quickly, capturing 20.7% of the market within weeks of its late July launch [1].
Alibaba's AI push comes at a time when its core e-commerce business faces slower growth. The strong uptake of Qwen3-Coder marks progress in Alibaba's broader AI strategy, positioning it as a key player in open-source AI, a space where China is rapidly catching up with Western rivals [1].
Alibaba stock gained over 43% year-to-date compared to Baidu's 7% returns [2]. This performance reflects investors' optimism about Alibaba's AI capabilities and its potential to translate developer interest in its free model into commercial opportunities.
Analysts remain highly bullish about Alibaba’s stock trajectory, with 13 Buy ratings and one Hold rating, indicating a Strong Buy consensus rating on TipRanks [1]. The stock is trading at $150.09, implying about 23.78% upside potential from current levels [1].
References:
[1] https://www.tipranks.com/news/alibabas-new-ai-model-captures-market-share-from-google-and-anthropic
[2] https://www.benzinga.com/markets/tech/25/08/47208167/alibabas-ai-momentum-builds-as-qwen-coder-gains-market-share
[3] https://www.scmp.com/tech/article/3322250/alibaba-baidu-lead-chinas-ai-cloud-boom-market-surges-55-us27-billion
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