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AI & Enterprise

China AI token use surges 1,000-fold in two years, expands into Western markets

China’s daily AI token usage has surged more than 1,000-fold in about two years, rising from 100 billion in early 2024 to more than 140 trillion by March 2025. Chinese AI models have also gained share in Western enterprise markets via OpenRouter, reaching at least 30 percent of corporate AI traffic after February 2026 and 46 percent by mid-2026. Price competition and U.S. access restrictions are cited as key drivers, alongside growing privacy and regulatory risks.

AI & Enterprise

Alibaba triples registered capital at AI chip unit T-Head

Alibaba has increased the registered capital of its semiconductor unit T-Head to 1 billion yuan from 300 million yuan, stepping up investment in AI chips. The move is its first capital increase for T-Head in about three years. Alibaba is placing chips at the center of its AI strategy and plans to combine T-Head-designed semiconductors with Alibaba Cloud and Qwen-based models. The company has also disclosed new chip products and shipment figures.

AI & Enterprise

Alibaba Cloud starts first France data centre, builds third Europe hub

Alibaba Cloud has opened its first data centre in France, establishing its third European base after Germany and Britain. The facility, located in Paris, is intended to address rising demand for data sovereignty and local cloud services, the company said. Alibaba Cloud also plans to roll out agentic AI services across Europe in the second half of this year. The move comes as European firms and regulators put greater emphasis on keeping data stored domestically or within the region.