Artificial Intelligence

The Chinese tech giant said it spent a record amount on R&D in 2025.

Adoption was strong during the campaign, but it remains unclear if user behavior will persist after incentives fade.

The segment accounted for more than 70% of revenue in 2025, even as higher infrastructure costs pressured margins.

DingTalk is being integrated more deeply into Alibaba’s AI push under the Wukong unit, part of the group’s new ATH structure.

The open-source tool promises hands-free automation, but users may find it costly, complex, and less practical than expected.

Heavy spending on commerce weighed on its margins and cash flow.

Strong results were offset by higher expenses and a warning of increased spending in 2026.

A rush to popularize the Western-developed tool has evoked shades of DeepSeek fever.