Wu Yongming: Alibaba’s AI Model and Application ARR to Exceed 10 Billion Yuan in June, 30 Billion Yuan by Year-End
On May 13, during the Q4 earnings call for fiscal year 2026, Alibaba announced that its AI model and application services revenue is experiencing exponential growth, becoming a new engine for revenue growth.
Wu Yongming predicts that in the June quarter, the annualized recurring revenue (ARR) of AI models and applications, including the Bai Lian MaaS platform, will exceed 10 billion yuan, and break 30 billion yuan by year-end. “The high profit margin advantage of this part of the revenue is gradually becoming apparent, and will be a major driver of our future revenue growth.”
Pony Ma Responds to Tencent’s AI Lag
On May 13, according to the Economic Daily News, in response to the question of whether Tencent’s AI is lagging behind, Pony Ma, Chairman and CEO of Tencent, said, “A year ago, we thought we were on the right track, but then we found out that the ship was leaking. Now, we feel like we’re on the right track, but we’re not sure if we can stay on it. We hope the ship can move faster.”
Pony Ma stated that Tencent’s early foundation in AI was not outstanding, but through talent building, team management, and internal training, the company has been continuously filling in the gaps. Tencent may not be the fastest to seize opportunities, but it is committed to taking the right path and leveraging its unique advantages to make steady progress.
Apple’s iOS 27 to Undergo Major Overhaul, Siri to Return as Independent App to Compete with ChatGPT
On May 13, according to well-known tech journalist Mark Gurman, Apple will launch an independent Siri app in iOS 27 (codenamed “Rave”), completely revamping its interactive form to compete with mainstream large model chatbots like ChatGPT. This is the first time Siri has returned to its independent app form since its birth 15 years ago. In 2010, Siri had an independent app, but after being acquired by Apple, it was directly integrated into the system.
Tencent: WeChat’s Yuanbao Supports One-Click Summarization of Group Chats
On May 13, Tencent announced that by selecting WeChat group chat records and clicking “forward to other apps,” choosing Yuanbao, and copying and pasting, users can let Yuanbao summarize the content. Additionally, users can also let Yuanbao generate tables for expense reports, create personalized travel plans based on chat records, and more.
MediaTek Releases Dimensity AI Engine 2.0
On May 13, during the Dimensity Developer Conference 2026, MediaTek officially released the Dimensity AI Engine 2.0. According to the introduction, the engine uses Dimensity SensingClaw technology to provide low-power, always-on sensing capabilities, helping device manufacturers develop Agent OS with proactive sensing and cross-application driving capabilities. MediaTek also launched the Dimensity AI Development Kit 3.0, upgrading the full-modal capability of edge AI and accelerating the deployment of edge AI applications.
Anthropic Seeks to Acquire Stainless for at Least $300 Million
On May 12, according to reports, a person familiar with the matter stated that Anthropic is negotiating to acquire developer tool startup Stainless for at least $300 million. Anthropic may use some of its own stock for the acquisition. The negotiations are still in the early stages, and the final terms may change.
Microsoft Earns Approximately $30 Billion in Revenue from OpenAI-Related Business from 2023 to 2025
On May 12, according to media reports citing company filings, OpenAI’s internal financial documents, and sources, from 2023 to 2025, Microsoft earned approximately $30 billion in revenue from OpenAI-related businesses.
Robo.ai Appoints UAE Tech Executive as CTO of Newly Acquired AI Data Processing Company Neurovia
On May 13, Robo.ai Inc., a Nasdaq-listed company in the UAE, announced that the board of its newly acquired subsidiary Neurovia AI has officially appointed Mansoor Ali Khan as Chief Technology Officer. Mansoor will lead the development of proprietary edge processing and data compression technologies and oversee the adaptation and application of related products in the AI industry.
