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Foresight

Can This Chinese Giant Deliver on AI?

As domestic e-commerce growth slows, Alibaba is boosting AI capabilities to give it an edge against the competition.

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OPTO
Aug 19, 2025
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Key Takeaways

  • International e-commerce growth had outpaced domestic growth for Alibaba.

  • The debut of AI agents could help the platform’s merchants reach new markets.

  • While the company continues to lose money in a food delivery price war, some analysts are bullish on Alibaba’s AI and cloud prospects.

Alibaba [BABA] is one of China’s tech giants. Having built…

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