The rumored collaboration between Apple and Alibaba to get Apple Intelligence in China has now been confirmed, sending Alibaba shares rising to a new high.

Craig Federighi launches Apple Intelligence
China has regulatory rules regarding the use of AI models, with the practical effect that a US company effectively has to find a Chinese partner. It was previously rumored that Apple was in talks with Alibaba, and according to Reuters, that company’s chair has now announced the collaboration.
“They talked to a number of companies in China,” Alibaba chair Joseph C. Tsai said at the 2025 World Government Summit in Dubai. “In the end they chose to do business with us.”