2 most powerful Chinese models are both Alibaba related. Both are requesting revenue sharing from neocloud for a reason. Alibaba needs to monetize its AI investments.

It will also soon want to sell the SuperNodes optimized for inference of the largest Qwen & Kimi models. Land in PEK airport & you seek Alicloud AI ads everywhere. Maybe it will never take off in America, but Ali can build many AIDC globally that runs its own hardware & serve Qwen, Kimi & GLM models. — via @tphuang

Alibaba AI monetization catalyst: revenue-sharing demand plus SuperNodes for Qwen/Kimi inference.