Xiabing Su from KraneShares gives us highlights from the 2025 World Artificial Intelligence Conference in Shanghai, which featured embodied AI robots, Huawei’s powerful new supercomputer, and Alibaba’s innovative AI glasses. See how China is turning cutting-edge AI technology into embodied, practical, real-world solutions.
Alibaba’s story is changing.
— KraneShares (@KraneShares) January 21, 2026
Cloud revenue grew 26% YoY, far faster than its core commerce business, signaling a shift from consumer platforms to AI-driven digital infrastructure.
That transition could matter more for valuation than many realize. pic.twitter.com/o13iZDnjCB
Enterprise AI workloads are stickier, higher value, and more recurring than traditional hosting.
— KraneShares (@KraneShares) January 20, 2026
As Alibaba Cloud scales, margins are beginning to improve, suggesting the business may be moving from heavy investment toward monetization. pic.twitter.com/htuCDik31w
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