Alibaba's AI Strategy: Massive Ad Spend to Dominate Crowded Market
Alibaba's AI Strategy: Massive Ad Spend to Dominate Crowded Market
Chinese artificial intelligence (AI) companies, including tech giants Alibaba Group Holding (NYSE:BABA) and ByteDance, are investing heavily in advertising to gain a foothold in the competitive AI market.
中國人工智能（AI）公司，包括科技巨頭阿里巴巴集團控股（紐交所:BABA）和字節跳動，正大舉投資於廣告，以在競爭激烈的人工智能市場中佔據一席之地。
In the third quarter alone, these companies spent over 500 million yuan ($70.2 million) on promotional campaigns for various AI applications, SCMP reports.
僅在第三季度，這些公司就在各種人工智能應用的推廣活動上花費了超過50000萬人民幣（7020萬美元），據南華早報報道。
Among the big spenders, Alibaba allocated nearly 200 million yuan to promote Quark, a cloud storage and online search platform enhanced with generative AI features.
在支出巨大的公司中，阿里巴巴分配了近20000萬人民幣用於推廣Quark，這是一個利用生成式人工智能功能增強的雲存儲和在線搜索平台。
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Spending on its ChatGPT-like service, Tongyi Qianwen, was notably lower at 4.5 million yuan. A Tongyi Qianwen spokesperson disputed this figure, SCMP says.
廣告支出方面，類ChatGPt的服務通譯淺文的支出明顯較低，爲450萬人民幣。通譯淺文的一位發言人對此數字提出了異議，據南華早報稱。
The significant marketing budgets have sparked concerns within China about the sustainability of such high spending.
對於這種高額支出的可持續性，中國國內產生了擔憂。
Chinese AI startup Moonshot AI, backed by Alibaba and Tencent Holdings (OTC:TCEHY), is among the top ad spenders, with approximately 150 million yuan devoted to promoting its chatbot.
由阿里巴巴和騰訊控股（場外交易：TCEHY）支持的中國人工智能初創公司Moonshot AI是頂級廣告支出者之一，約有15000萬人民幣用於推廣其聊天機器人。
The company's substantial ad budget reflects the increasingly crowded AI market, where hundreds of chatbots are vying for user attention. However, a source close to Moonshot told the SCMP that AppGrowing's data on the company's ad spending is exaggerated.
該公司龐大的廣告預算反映了人工智能市場日益擁擠的現狀，數百個聊天機器人正在爭奪用戶的注意力。但一位了解Moonshot的消息人士告訴南華早報，AppGrowing關於該公司廣告支出的數據是誇大的。
Yan Junjie, CEO of Shanghai-based AI firm MiniMax, highlighted a fundamental difference in strategy between Chinese and U.S. AI companies.
總部位於上海的人工智能公司MiniMax的CEO嚴俊傑強調了中國和美國人工智能公司在策略上的根本差異。
While American companies rely on product capabilities to attract users, Chinese companies heavily invest in online marketing to differentiate their offerings.
美國公司倚賴產品能力吸引用戶，而中國公司大量投資在線營銷來區分他們的產品。
Chinese tech giants Alibaba, Tencent, and Baidu Inc (NASDAQ:BIDU) spent $7 billion on AI-focused infrastructure and processors in the first half of this year, a significant rise from last year.
中國科技巨頭阿里巴巴、騰訊和百度(納斯達克:BIDU)今年上半年在人工智能基礎設施和處理器上投資了70億美元，較去年大幅增長。
Despite increased spending, China's AI capital investments lag behind U.S. firms like Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), Amazon.Com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corp (NASDAQ:MSFT), which spent $106 billion. Wedbush analyst Dan Ives projected $1 trillion in AI capital spending by U.S. tech giants, with Nvidia Corp (NASDAQ:NVDA) a key beneficiary.
儘管支出增加，中國的人工智能資本投資落後於美國公司，例如Alphabet Inc (納斯達克:GOOG) (納斯達克:GOOGL)、亞馬遜公司 (納斯達克:AMZN)、Meta Platforms Inc (納斯達克:META)和微軟公司 (納斯達克:MSFT)，這些公司花費了1060億美元。Wedbush分析師丹·艾夫斯預計美國科技巨頭將在人工智能資本支出中投入1萬億美元，英偉達公司 (納斯達克:NVDA) 是主要受益者。
Price Action: BABA stock traded lower by 2.93% at $96.31 at the last check on Wednesday.
股價走勢：BABA股票在週三最後一次檢查時以96.31美元的價格下跌2.93%。
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譯文內容由第三人軟體翻譯。
