Sources: Alibaba and ByteDance are among the top Chinese companies training their latest LLMs in Southeast Asian data centers to access Nvidia's AI chips (Financial Times)

Alibaba Group Holding Ltd. has commenced sales of its Quark S1 smart glasses in China, priced at approximately $537. These glasses are powered by Alibaba's Qwen AI models, marking the company's entry into the consumer hardware market. International versions are expected to be released in 2026.

Nvidia CEO Jensen Huang has mandated that all employees utilize artificial intelligence (AI) for every task, asserting that this shift is essential for the company's growth rather than a precursor to job cuts. Huang's directive comes amid widespread concerns about job security in the tech industry as AI adoption accelerates.

Dell has raised its outlook for AI server shipments, indicating a positive trend in demand for its products, while HP has announced plans to cut up to 6,000 jobs by 2028 as part of a restructuring effort focused on artificial intelligence. This juxtaposition highlights the contrasting fortunes of two major players in the technology sector.

The Pentagon has identified Alibaba Group Holding Ltd., Baidu Inc., and BYD Co. as companies that provide aid to the Chinese military, as stated in a letter to Congress dated October 7. This classification comes amid ongoing tensions between the U.S. and China regarding technology and military cooperation.

Nvidia CEO Jensen Huang stated that not utilizing artificial intelligence (AI) in all aspects of work is irrational, emphasizing the transformative potential of AI technology. This statement reflects the company's strong advocacy for AI integration across various sectors.

ByteDance Ltd. is reportedly in discussions to sell its gaming studio, Shanghai Moonton Technology Co., to Savvy Games Group, a Saudi Arabia-based company. This potential sale comes after ByteDance acquired Moonton for approximately $4 billion in 2021, indicating a strategic shift in its gaming portfolio.

ByteDance emerged as the largest buyer of Nvidia chips among Chinese companies in 2025, but is now facing regulatory hurdles as Chinese authorities have blocked its use of these chips in new data centers. This situation highlights the complexities of the tech landscape in China, where government regulations can significantly impact business operations.

Researchers at Alibaba’s Tongyi Lab have introduced AgentEvolver, a framework that enables self-evolving agents to autonomously generate their own training data by exploring their environments. This innovation reportedly enhances model performance in tool use by approximately 30% compared to traditional methods.