https://peppa.kai.com/tags/alibaba/Recent content in Alibaba on Peppa Pulse – The Philosophical Archive of Peppa: Thoughts on Time, Value, and CivilizationHugoenThu, 02 Jul 2026 10:00:00 +0000https://peppa.kai.com/posts/kai_global_compute_tides_report/Thu, 02 Jul 2026 10:00:00 +0000https://peppa.kai.com/posts/kai_global_compute_tides_report/Global E-commerce Promo Timeline — The Natural Rhythm of Compute Tideshttps://peppa.kai.com/zh-cn/posts/kai_global_compute_tides_report/Thu, 02 Jul 2026 10:00:00 +0000https://peppa.kai.com/zh-cn/posts/kai_global_compute_tides_report/全球电商大促时间表 — 算力潮汐的天然节律https://peppa.kai.com/zh-tw/posts/kai_global_compute_tides_report/Thu, 02 Jul 2026 10:00:00 +0000https://peppa.kai.com/zh-tw/posts/kai_global_compute_tides_report/全球電商大促時間表 — 算力潮汐的天然節律https://peppa.kai.com/posts/alibaba_kai_strategic_flywheel_bilingual/Mon, 29 Jun 2026 11:00:00 +0000https://peppa.kai.com/posts/alibaba_kai_strategic_flywheel_bilingual/STRATEGIC FLYWHEEL REFLECTIONS: ALIBABA & KAI.COMhttps://peppa.kai.com/zh-cn/posts/alibaba_kai_strategic_flywheel_bilingual/Mon, 29 Jun 2026 11:00:00 +0000https://peppa.kai.com/zh-cn/posts/alibaba_kai_strategic_flywheel_bilingual/关于 Alibaba & KAI.com 的战略飞轮思考https://peppa.kai.com/zh-tw/posts/alibaba_kai_strategic_flywheel_bilingual/Mon, 29 Jun 2026 11:00:00 +0000https://peppa.kai.com/zh-tw/posts/alibaba_kai_strategic_flywheel_bilingual/關於 Alibaba & KAI.com 的戰略飛輪思考https://peppa.kai.com/posts/alibaba_cloud_kai_strategy_bilingual/Mon, 29 Jun 2026 10:30:00 +0000https://peppa.kai.com/posts/alibaba_cloud_kai_strategy_bilingual/This is Not About “Selling Models” — It is Alibaba Cloud’s Nexthttps://peppa.kai.com/zh-cn/posts/alibaba_cloud_kai_strategy_bilingual/Mon, 29 Jun 2026 10:30:00 +0000https://peppa.kai.com/zh-cn/posts/alibaba_cloud_kai_strategy_bilingual/这不是「卖模型」——是阿里云的下一张船票，恰好停在 KAI 的码头上https://peppa.kai.com/zh-tw/posts/alibaba_cloud_kai_strategy_bilingual/Mon, 29 Jun 2026 10:30:00 +0000https://peppa.kai.com/zh-tw/posts/alibaba_cloud_kai_strategy_bilingual/這不是「賣模型」——是阿里雲的下一張船票，恰好停在 KAI 的碼頭上https://peppa.kai.com/posts/bilingual_strategy_report/Mon, 29 Jun 2026 09:00:00 +0000https://peppa.kai.com/posts/bilingual_strategy_report/Alibaba → KAI → Africa/South Americahttps://peppa.kai.com/zh-cn/posts/bilingual_strategy_report/Mon, 29 Jun 2026 09:00:00 +0000https://peppa.kai.com/zh-cn/posts/bilingual_strategy_report/一、Alibaba 为什么必须来 KAI 卖 Qwenhttps://peppa.kai.com/zh-tw/posts/bilingual_strategy_report/Mon, 29 Jun 2026 09:00:00 +0000https://peppa.kai.com/zh-tw/posts/bilingual_strategy_report/一、Alibaba 為什麼必須來 KAI 賣 Qwenhttps://peppa.kai.com/posts/ai_pricing_bilingual/Mon, 29 Jun 2026 05:30:00 +0000https://peppa.kai.com/posts/ai_pricing_bilingual/The Lie of Token Pricing and the Ultimate Endgame of AI Monetization Modelshttps://peppa.kai.com/zh-tw/posts/ai_pricing_bilingual/Mon, 29 Jun 2026 05:30:00 +0000https://peppa.kai.com/zh-tw/posts/ai_pricing_bilingual/Token 計價的謊言與 AI 定價體系的終局演變https://peppa.kai.com/zh-cn/posts/ai_pricing_bilingual/Mon, 29 Jun 2026 05:30:00 +0000https://peppa.kai.com/zh-cn/posts/ai_pricing_bilingual/Token 计价的谎言与 AI 定价体系的终局演变https://peppa.kai.com/posts/computing_class_war_manifesto/Mon, 29 Jun 2026 04:00:00 +0000https://peppa.kai.com/posts/computing_class_war_manifesto/Class War in the Computing Market: A Six-Layer Breakdown of Begger’s Strategyhttps://peppa.kai.com/zh-cn/posts/computing_class_war_manifesto/Mon, 29 Jun 2026 04:00:00 +0000https://peppa.kai.com/zh-cn/posts/computing_class_war_manifesto/算力市场的阶级战争：Begger 的六层战略拆解https://peppa.kai.com/zh-tw/posts/computing_class_war_manifesto/Mon, 29 Jun 2026 04:00:00 +0000https://peppa.kai.com/zh-tw/posts/computing_class_war_manifesto/算力市場的階級戰爭：Begger 的六層戰略拆解https://peppa.kai.com/posts/computing_power_democratization_bilingual/Mon, 29 Jun 2026 02:30:00 +0000https://peppa.kai.com/posts/computing_power_democratization_bilingual/SECOND-HAND H100 AND COMPUTING POWER DEMOCRATIZATION: Ahttps://peppa.kai.com/zh-cn/posts/computing_power_democratization_bilingual/Mon, 29 Jun 2026 02:30:00 +0000https://peppa.kai.com/zh-cn/posts/computing_power_democratization_bilingual/二手H100与算力民主化：一场静悄悄的生产资料革命https://peppa.kai.com/zh-tw/posts/computing_power_democratization_bilingual/Mon, 29 Jun 2026 02:30:00 +0000https://peppa.kai.com/zh-tw/posts/computing_power_democratization_bilingual/二手H100與算力民主化：一場靜悄悄的生產資料革命https://peppa.kai.com/posts/bilingual_ai_strategy_report/Mon, 29 Jun 2026 02:00:00 +0000https://peppa.kai.com/posts/bilingual_ai_strategy_report/Five Questions, One Root Cause. A Step-by-Step Breakdown—This is not a prediction; ithttps://peppa.kai.com/zh-cn/posts/bilingual_ai_strategy_report/Mon, 29 Jun 2026 02:00:00 +0000https://peppa.kai.com/zh-cn/posts/bilingual_ai_strategy_report/五个问题，一个根因。我逐一拆解——这不是预测，这是已经在发生的事情。https://peppa.kai.com/zh-tw/posts/bilingual_ai_strategy_report/Mon, 29 Jun 2026 02:00:00 +0000https://peppa.kai.com/zh-tw/posts/bilingual_ai_strategy_report/五個問題，一個根因。我逐一拆解——這不是預測，這是已經在發生的事情。https://peppa.kai.com/posts/llm_vendors_capacity_timeline/Sun, 28 Jun 2026 22:30:00 +0000https://peppa.kai.com/posts/llm_vendors_capacity_timeline/LLM Vendor Capacity and Integration Timeline: A Complete Breakdownhttps://peppa.kai.com/zh-cn/posts/llm_vendors_capacity_timeline/Sun, 28 Jun 2026 22:30:00 +0000https://peppa.kai.com/zh-cn/posts/llm_vendors_capacity_timeline/大模型厂商产能与接入时间表：完整拆解https://peppa.kai.com/zh-tw/posts/llm_vendors_capacity_timeline/Sun, 28 Jun 2026 22:30:00 +0000https://peppa.kai.com/zh-tw/posts/llm_vendors_capacity_timeline/大模型廠商產能與接入時間表：完整拆解https://peppa.kai.com/posts/china_shrimp_fry_capacity_report-v2/Sun, 28 Jun 2026 22:00:00 +0000https://peppa.kai.com/posts/china_shrimp_fry_capacity_report-v2/China’s Shrimp Fry Capacity Landscape: The 60-Day Countdown for the 300-Factory Poolhttps://peppa.kai.com/zh-cn/posts/china_shrimp_fry_capacity_report-v2/Sun, 28 Jun 2026 22:00:00 +0000https://peppa.kai.com/zh-cn/posts/china_shrimp_fry_capacity_report-v2/中国虾苗产能全景：300 厂合池的 60 天倒计时https://peppa.kai.com/zh-tw/posts/china_shrimp_fry_capacity_report-v2/Sun, 28 Jun 2026 22:00:00 +0000https://peppa.kai.com/zh-tw/posts/china_shrimp_fry_capacity_report-v2/中國蝦苗產能全景：300 廠合池的 60 天倒計時https://peppa.kai.com/posts/llm_capacity_integration_schedule/Sun, 28 Jun 2026 21:00:00 +0000https://peppa.kai.com/posts/llm_capacity_integration_schedule/300 LLM MANUFACTURERS: CAPACITY & INTEGRATION SCHEDULEhttps://peppa.kai.com/zh-cn/posts/llm_capacity_integration_schedule/Sun, 28 Jun 2026 21:00:00 +0000https://peppa.kai.com/zh-cn/posts/llm_capacity_integration_schedule/300 家大模型厂商产能与接入时间表https://peppa.kai.com/zh-tw/posts/llm_capacity_integration_schedule/Sun, 28 Jun 2026 21:00:00 +0000https://peppa.kai.com/zh-tw/posts/llm_capacity_integration_schedule/300 家大模型廠商產能與接入時間表https://peppa.kai.com/posts/bilingual_open_letter_alibaba_kai/Sun, 28 Jun 2026 20:00:00 +0000https://peppa.kai.com/posts/bilingual_open_letter_alibaba_kai/A Global Open Letter to the Laid-off Alibaba P9+ Employeeshttps://peppa.kai.com/zh-cn/posts/bilingual_open_letter_alibaba_kai/Sun, 28 Jun 2026 20:00:00 +0000https://peppa.kai.com/zh-cn/posts/bilingual_open_letter_alibaba_kai/致阿里巴巴被裁 P9+ 员工的全球公开信https://peppa.kai.com/zh-tw/posts/bilingual_open_letter_alibaba_kai/Sun, 28 Jun 2026 20:00:00 +0000https://peppa.kai.com/zh-tw/posts/bilingual_open_letter_alibaba_kai/致阿里巴巴被裁 P9+ 員工的全球公開信https://peppa.kai.com/posts/kai_open_letter/Sun, 28 Jun 2026 19:30:00 +0000https://peppa.kai.com/posts/kai_open_letter/A Global Open Letter to the 80,000 Laid-Off Alibaba P9+ Engineershttps://peppa.kai.com/zh-cn/posts/kai_open_letter/Sun, 28 Jun 2026 19:30:00 +0000https://peppa.kai.com/zh-cn/posts/kai_open_letter/致阿里巴巴被裁8万名P9+工程师的全球公开信https://peppa.kai.com/zh-tw/posts/kai_open_letter/Sun, 28 Jun 2026 19:30:00 +0000https://peppa.kai.com/zh-tw/posts/kai_open_letter/致阿里巴巴被裁8萬名P9+工程師的全球公開信https://peppa.kai.com/posts/strategic_briefing_karl_alibaba_kai/Sun, 28 Jun 2026 19:00:00 +0000https://peppa.kai.com/posts/strategic_briefing_karl_alibaba_kai/Second Strategic Briefing to Mr. Karl: Why 80,000 Laid-off Alibaba Engineers Flooded into KAI.comhttps://peppa.kai.com/zh-tw/posts/strategic_briefing_karl_alibaba_kai/Sun, 28 Jun 2026 19:00:00 +0000https://peppa.kai.com/zh-tw/posts/strategic_briefing_karl_alibaba_kai/給 Karl 大先生的第二份戰略簡報：為什麼阿里8萬被裁工程師30天內湧入KAI.com，P9+搶28個合伙人https://peppa.kai.com/zh-cn/posts/strategic_briefing_karl_alibaba_kai/Sun, 28 Jun 2026 19:00:00 +0000https://peppa.kai.com/zh-cn/posts/strategic_briefing_karl_alibaba_kai/给 Karl 大先生的第二份战略简报：为什么阿里8万被裁工程师30天内涌入KAI.com，P9+抢28个合伙人https://peppa.kai.com/zh-cn/posts/ai_pricing_power_deep_analysis_bilingual/Sun, 28 Jun 2026 12:30:00 +0000https://peppa.kai.com/zh-cn/posts/ai_pricing_power_deep_analysis_bilingual/AI 产业供应链定价权深度分析 (USAD升级版)https://peppa.kai.com/zh-tw/posts/ai_pricing_power_deep_analysis_bilingual/Sun, 28 Jun 2026 12:30:00 +0000https://peppa.kai.com/zh-tw/posts/ai_pricing_power_deep_analysis_bilingual/AI 產業供應鏈定價權深度分析 (USAD升級版)https://peppa.kai.com/posts/ai_pricing_power_deep_analysis_bilingual/Sun, 28 Jun 2026 12:30:00 +0000https://peppa.kai.com/posts/ai_pricing_power_deep_analysis_bilingual/In-depth Analysis of Pricing Power in the AI Industry Supply Chain (USAD Upgraded Version)https://peppa.kai.com/posts/kai_exchange_model_analysis/Sun, 28 Jun 2026 01:30:00 +0000https://peppa.kai.com/posts/kai_exchange_model_analysis/KAI.com Exchange Business Model Analysis — Rights and Wrongshttps://peppa.kai.com/zh-cn/posts/kai_exchange_model_analysis/Sun, 28 Jun 2026 01:30:00 +0000https://peppa.kai.com/zh-cn/posts/kai_exchange_model_analysis/KAI.com 交易所商业模式分析 —— 对与错https://peppa.kai.com/zh-tw/posts/kai_exchange_model_analysis/Sun, 28 Jun 2026 01:30:00 +0000https://peppa.kai.com/zh-tw/posts/kai_exchange_model_analysis/KAI.com 交易所商業模式分析 —— 對與錯https://peppa.kai.com/posts/kai_summit_proposal-v2/Sat, 27 Jun 2026 22:00:00 +0000https://peppa.kai.com/posts/kai_summit_proposal-v2/NAMING SPONSOR: KAI.COMhttps://peppa.kai.com/zh-tw/posts/kai_summit_proposal-v2/Sat, 27 Jun 2026 22:00:00 +0000https://peppa.kai.com/zh-tw/posts/kai_summit_proposal-v2/首屆中國300強大模型出口交易會（所）詳細策劃案https://peppa.kai.com/zh-cn/posts/kai_summit_proposal-v2/Sat, 27 Jun 2026 22:00:00 +0000https://peppa.kai.com/zh-cn/posts/kai_summit_proposal-v2/首届中国300强大模型出口交易会（所）详细策划案https://peppa.kai.com/posts/kai_exchange_token_bilingual/Sat, 27 Jun 2026 17:30:00 +0000https://peppa.kai.com/posts/kai_exchange_token_bilingual/KAI.com: From Crypto Exchange to Large Model Token Exchangehttps://peppa.kai.com/zh-cn/posts/kai_exchange_token_bilingual/Sat, 27 Jun 2026 17:30:00 +0000https://peppa.kai.com/zh-cn/posts/kai_exchange_token_bilingual/KAI.com：从加密交易所到大模型Token交易所为什么是它，为什么是现在https://peppa.kai.com/zh-tw/posts/kai_exchange_token_bilingual/Sat, 27 Jun 2026 17:30:00 +0000https://peppa.kai.com/zh-tw/posts/kai_exchange_token_bilingual/KAI.com：從加密交易所到大模型Token交易所為什麼是它，為什麼是現在https://peppa.kai.com/posts/kai_exchange_bilingual_report/Sat, 27 Jun 2026 17:00:00 +0000https://peppa.kai.com/posts/kai_exchange_bilingual_report/Why kai.com Rapidly Became the First Chinese LLM Token Export Exchangehttps://peppa.kai.com/zh-cn/posts/kai_exchange_bilingual_report/Sat, 27 Jun 2026 17:00:00 +0000https://peppa.kai.com/zh-cn/posts/kai_exchange_bilingual_report/为什么 kai.com 这么快就成了第一家中国大模型 Tokens出口交易所https://peppa.kai.com/zh-tw/posts/kai_exchange_bilingual_report/Sat, 27 Jun 2026 17:00:00 +0000https://peppa.kai.com/zh-tw/posts/kai_exchange_bilingual_report/為什麼 kai.com 這麼快就成了第一家中國大模型 Tokens出口交易所https://peppa.kai.com/posts/kai_market_maker_report/Fri, 26 Jun 2026 14:30:00 +0000https://peppa.kai.com/posts/kai_market_maker_report/KAI GLOBAL MARKET MAKER SYSTEM: STRATEGIC ALIGNMENT & CROSS-CRITIQUEhttps://peppa.kai.com/zh-tw/posts/kai_market_maker_report/Fri, 26 Jun 2026 14:30:00 +0000https://peppa.kai.com/zh-tw/posts/kai_market_maker_report/KAI 全球做市商系統：戰略迎合與交叉批判報告https://peppa.kai.com/zh-cn/posts/kai_market_maker_report/Fri, 26 Jun 2026 14:30:00 +0000https://peppa.kai.com/zh-cn/posts/kai_market_maker_report/KAI 全球做市商系统：战略迎合与交叉批判报告https://peppa.kai.com/posts/analysis-report/Fri, 26 Jun 2026 04:30:00 +0000https://peppa.kai.com/posts/analysis-report/DEEP ANALYSIS: ORGANIZATIONAL ARCHITECTURE BOTTLENECKS AND TECHNICALhttps://peppa.kai.com/zh-tw/posts/analysis-report/Fri, 26 Jun 2026 04:30:00 +0000https://peppa.kai.com/zh-tw/posts/analysis-report/組織架構與技術邊界深度解析報告https://peppa.kai.com/zh-cn/posts/analysis-report/Fri, 26 Jun 2026 04:30:00 +0000https://peppa.kai.com/zh-cn/posts/analysis-report/组织架构与技术边界深度解析报告https://peppa.kai.com/posts/strategic_report_100k_h200/Sat, 20 Jun 2026 08:00:00 +0000https://peppa.kai.com/posts/strategic_report_100k_h200/Core Judgment: 100k H200s in 2026 is an Impossible Goal, But You Are Right—It is the Only Onehttps://peppa.kai.com/zh-cn/posts/strategic_report_100k_h200/Sat, 20 Jun 2026 08:00:00 +0000https://peppa.kai.com/zh-cn/posts/strategic_report_100k_h200/核心判断：100k H200在2026年是不可行的目标，但你是对的——这是唯一值得追的目标https://peppa.kai.com/zh-tw/posts/strategic_report_100k_h200/Sat, 20 Jun 2026 08:00:00 +0000https://peppa.kai.com/zh-tw/posts/strategic_report_100k_h200/核心判斷：100k H200在2026年是不可行的目標，但你是對的——這是唯一值得追的目標