shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer

chatbot has reached 10 million downloads just a week after it was relaunched. Deirdre Bosa has more

in today's tech check so I guess that catches your attention that number Deirdre. It does. It's a

pretty explosive uptake and that's of course its new Quinn Chatbot. It's also proof point for Alibaba, much like Gemini 3 was for Google last week. Not just a good product launch, but evidence the company has something that its rivals don't, and that is a full stack or end-to-end system. You're going to be hearing a lot more about that advantage in the weeks and months to come. Now, Alibaba may still be best known here in the U.S. as China's Amazon, but its reach is a lot broader. It controls the hardware, cloud models, and the consumer apps that touch hundreds of millions of people every day, the same advantage that powered Google's come back. And while Google may be further along on the silicon front with its TPUs, Alibaba is developing a new AI chip to help fill the

invidia void in China. It's a more versatile inference processor built by a Chinese foundry

and designed to stand in for the restricted Nvidia chips. Now, that development also part of a much

larger push inside of China to build a

self-sufficient AI supply chain, one where Alibaba would be sitting right in the center,

and it's also one that is becoming less and less dependent on American tech. Now, Alibaba reports

tomorrow morning, and the question for investors is whether the same bull thesis powering Google

can now travel to Alibaba.

Now, shares, as you can see, they've already nearly doubled this year, like Alphabets,

but its valuation still lags it, about 23 times forward earnings.

If Alibaba's AI moment holds up, this could reopen the China tech trade at large,

and this is key. It could force investors to contend with a different

kind of AI development, one that is open source and far cheaper to develop on the back of that

Amazon AI spending headline. It is worth reminding our audience that Alibaba and other Chinese

AI players, they're building and deploying AI systems for a fraction of the cost that their

U.S. counterparts are.

Yep. You've been all over that theme, Deirdre. I do wonder, you know, the Commerce Secretary

today said that the idea of letting NVIDIA export to China was on the president's desk,

but where does this development lead us on that front? Is it too late?

...