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Alibaba is expanding its AI strategy from models into chips, cloud infrastructure and agents. The company is training Qwen 4 and has outlined a long-term roadmap for models reaching 5–10 trillion parameters, while its new Zhenwu V900 accelerator is designed to deliver a major performance increase over the previous generation.

Around 7,000 humanoid robots were sold worldwide in 2025, far fewer than traditional industrial robots. But the industry is preparing for a potentially major expansion.