NOWDAY

  POINT Alibaba unveiled Qwen 2.5-Max , a new AI chatbot it claims outperforms OpenAI's ChatGPT, DeepSeek, and Meta’s Llama-3.1-405B . AI chatbot competition is intensifying , but integration with existing services and privacy concerns may determine market success. Rather than chasing the best AI model, investors should evaluate companies' AI monetization strategies and long-term potential. 1. Alibaba’s AI Play: The Launch of Qwen 2.5-Max 🔹 The AI War Heats Up The artificial intelligence race is escalating, and Alibaba (NYSE: BABA) has now entered the battle with its latest chatbot, Qwen 2.5-Max . The company claims that its AI model surpasses OpenAI’s GPT-4o, DeepSeek, and Meta’s Llama-3.1-405B in terms of performance. This move comes after DeepSeek disrupted the AI landscape with a low-cost AI model comparable to ChatGPT , forcing tech giants to rethink their AI strategies. 🔹 Why Alibaba’s AI Push Matters Alibaba’s stock has rallied on the news , as a leading AI chatbot ...

  Key Takeaways Arm Holdings (ARM) is at the center of the AI revolution , playing a crucial role in both data centers and edge devices . Key partnerships with Nvidia, Microsoft, Oracle, and OpenAI are driving its expansion into AI infrastructure. A royalty-based revenue model ensures long-term and stable cash flow , making it a strong investment for the future. 1. Arm’s Critical Role in AI Expansion 1) Strategic Partnerships and the $100 Billion Stargate AI Initiative Shortly after President Trump took office, the Stargate AI initiative was launched, a $100 billion AI infrastructure project . Arm was named as one of five key partners , alongside: Nvidia: Arm CPUs are integrated into Grace Hopper and Grace Blackwell Superchips . Microsoft & Oracle: Both companies are collaborating with Arm on AI-optimized processors. OpenAI: Uses Arm technology for AI model efficiency and power savings. 📌 SoftBank, Arm’s majority owner, is also a major financial backer of the Stargate p...