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Duan Yongping Tests Alibaba Again

Investor Duan Yongping bought back 301,400 Alibaba shares worth about $28.93 million, representing only 0.15% of his portfolio. The small position suggests renewed observation rather than strong conviction, especially as Alibaba explores AI cooperation with Apple while PDD Holdings receives a much larger allocation.

AI Data Centers Trigger BBU Cell Rush

AI Data Centers Trigger BBU Cell Rush

Rising AI server power density is turning cabinet-level Battery Backup Units from an optional component into a required part of data-center power architecture. Global BBU cell shipments reportedly reached about 276 million units in the first half of 2026, intensifying shortages and competition among Asian battery suppliers.

ByteDance Restructures Seed AI Team

ByteDance Restructures Seed AI Team

ByteDance’s Seed foundation-model division has reportedly completed another internal restructuring. Its foundation-model organization now includes four first-level departments focused on pretraining data, reinforcement learning, product post-training for work, and product post-training for chat.

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