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Alibaba Shares Jump in Hong Kong on AI Drive, Bond Raise and Chip Reports

Investor enthusiasm reflects fresh financing alongside reports of in-house AI chips.

Overview

  • Hong Kong-listed shares rose 6.35% to HK$152.40 on Thursday as investors responded to the company’s AI push and new funding.
  • Alibaba committed 380 billion yuan ($53 billion) over three years to expand artificial intelligence and related technologies.
  • The company raised $3.2 billion through zero-coupon convertible bonds, with nearly 80% of proceeds directed to data centers and technology upgrades, and the notes convert into U.S.-listed shares with 2032 maturity.
  • Cloud Intelligence Group revenue increased 26% to $4.66 billion in the latest quarter, while AI-related product sales posted triple-digit growth for an eighth consecutive quarter.
  • The Information, via Reuters, reported Alibaba is deploying in-house AI chips that employees say could rival Nvidia’s H20, a performance claim not independently verified.