---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000797646.md"
description: "$BABA-W(09988.HK)$Alibaba(BABA.US)🚨 THE CROWN JEWEL: Apple Just Handed Alibaba a Hundred-Million User AI Monopoly! 🍏💥Alibaba homegrown AI model Qwen is now officially built directly into Apple Intelligence for mainland China. This dual-engine localisation strategy makes Qwen the core power behind system-wide text and image generation across Apple devices.Here is why this is a massive deal for BABA: 🔥 Massive reach and zero frictionNo need to compete for downloads. Qwen gets instant, low-latency access to hundreds of millions of premium Apple users right out of the box.💎 Top-tier validation Apple’s standards are famously strict. Being chosen confirms Qwen’s world-class efficiency and establishes Alibaba Cloud as the go-to partner for global firms operating in China.📈 Driving high-margin cloud growth While light tasks run on-device, heavy multimodal requests route through local servers. That fuels strong demand for Alibaba Cloud’s profitable public services, opening a major new revenue stream.⚖️ Stronger competitive moat Locking in this default OS-level spot creates a structural advantage over rivals like Baidu and Tencent. Developers building for Apple’s ecosystem will naturally lean on Qwen’s APIs.⚠️ Key things to watch:🟢  Shared workload: Baidu handles voice and Siri search, so competition remains real.🟢 Geopolitical risks: Sustaining compute capacity under hardware restrictions will test their resilience.🟢 Compliance burden: Alibaba must meet rigorous local content auditing rules.Bottom line: This moves Alibaba from an AI hopeful to an essential, revenue-generating infrastructure leader."
datetime: "2026-07-15T12:57:33.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000797646.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000797646.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000797646.md)
author: "[Fattycat](https://longbridge.com/en/profiles/19854884.md)"
generator: "portal-rs"
---

# $BABA-W(09988.HK)$Alibaba(BABA.US)🚨 THE CROWN JEWE…


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## Comments (1)

- **Fattycat · 2026-07-15T12:58:59.000Z**: Let’s go Green Dragon 🐉😘


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**