On July 15, 2026, Alibaba's U.S.-listed shares experienced a notable pre-market surge, climbing 3.4% to reach $116.2. On this same day, China's Cyberspace Administration announced that seven mobile-side generative AI services had successfully completed the necessary filing procedures. Notably, the 'Apple Intelligence' large model, developed by Apple Technology Development (Shanghai) Co., Ltd., secured its filing on July 8, paving the way for its application on Apple's iPhones. This development suggests that the rollout of AI-powered features for Apple's iPhones in the Chinese market is set to accelerate.

It has been revealed that Alibaba is a key collaborator in this endeavor, with its QianWen AI technology slated to be integrated into Apple Intelligence. This integration aims to deliver intelligent experiences tailored for Chinese users across iOS, iPadOS, macOS, and visionOS platforms. Earlier, Alibaba Group Chairman Joe Tsai disclosed that, following consultations with several Chinese companies, Apple ultimately selected Alibaba as its partner for this initiative.