Alibaba (BABA) Stock: Qwen AI Model to Include Revenue-Sharing for Big Users

TLDR

• Alibaba plans to require large commercial users of its upcoming Qwen3.8-Max open-source AI model to share revenue with the company.
• The move mirrors Moonshot’s Kimi K3 licensing model, which requires a commercial agreement for services generating over $20 million annually.
• Moonshot has required up to a 30% revenue share from partners; Alibaba’s rate is still being determined.
• Chinese AI firms are adopting a “freemium” playbook: free for small users, paid for heavy commercial use.
• BABA stock was down 1.34% on the day the report broke.

Alibaba (BABA) stock fell 1.34% on Friday after Reuters reported the company plans to charge major commercial users of its next open-source AI model, Qwen3.8-Max, through a revenue-sharing arrangement.

Alibaba Group Holding Limited, BABA

The model is expected to launch as soon as next week, according to two sources familiar with the plans who spoke on condition of anonymity.

Qwen3.8-Max is an open-weight model, meaning the underlying parameters are available for download. Developers can run or adapt the system freely, which sets it apart from the closed-source models offered by OpenAI, Anthropic, and Alphabet’s (GOOGL) Google.

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