"But the real fireworks came from statement Alibaba Cloud is weaving Nvidia's ( NASDAQ:NVDA) full suite of physical AI development tools - robotics, autonomous driving, and embodied AI - directly into its platform. This integration promises developers seamless access to synthetic data generation, model training, and simulation environments, all powered by Nvidia's cutting-edge stack. This move defies Beijing's recent push for Chinese firms to prioritize domestic suppliers amid escalating U.S.-China trade tensions."
"Just last week, rumors swirled that regulators had ordered Alibaba and peers like to ByteDancescrap Nvidia chip orders and tests, citing national security concerns. Yet, Alibaba is charging ahead, betting big on global collaboration to leapfrog competitors. The announcement not only underscores Alibaba's defiance but also signals a pivot toward "physical AI," blending digital smarts with real-world applications. For investors, it's a shot of adrenaline after years of regulatory headwinds, hinting at Alibaba's resurgence as an AI powerhouse."
Alibaba's U.S.-listed shares surged to over $177, rising 8.5% and reaching four-year highs after CEO Eddie Wu pledged to exceed a $53 billion AI infrastructure capex plan and "add more." Alibaba Cloud will incorporate Nvidia's physical AI development tools — including robotics, autonomous driving, and embodied AI — to provide synthetic data generation, model training, and simulation environments. The decision runs counter to Beijing's push for domestic suppliers amid U.S.-China trade tensions and recent regulatory rumors about scrapping Nvidia chip tests. The move signals a strategic pivot toward physical AI and renewed investor optimism after regulatory headwinds.
Read at 24/7 Wall St.
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