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Arteris and Alibaba (BABA) XuanTie Expand RISC-V Collaboration

Alibaba Group Holding Limited (NYSE:BABA) is one of the must-buy US stocks to buy now. On October 22, Arteris Inc. announced it is deepening its partnership with Alibaba’s XuanTie to accelerate RISC-V system-on-chip designs for edge AI, servers, and automotive tech. Building on Arteris’ role in the Wujian Alliance, the two firms have successfully integrated XuanTie’s C908, C920, and C930 CPU cores with Arteris’ interconnect IP, offering ready-to-use solutions aimed at cutting development time. The collaboration highlights growing demand for high-performance semiconductors and reflects both companies’ focus on simplifying SoC design through proven, scalable integration.

Pixabay/Public Domain

On October 22, Mizuho analysts raised their price target for Alibaba to $195, maintaining an Outperform rating. The upgrade reflects strong growth in summer-quarter deliveries and rising demand in e-commerce, driven by increased incentives. The analysts also see potential for Alibaba to expand in banking through its full-stack AI offerings, supported by an open-source approach.

A day earlier, reports highlighted Alibaba’s Quark unit launching “Plan C,” a new effort in conversational AI aimed at competing with ByteDance’s Doubao chatbot. With Doubao reaching 157 million active users, Alibaba’s move signals its intent to stay competitive in China’s fast-growing AI space.

Alibaba Group Holding Limited (NYSE:BABA) is a multinational technology company that offers e-commerce and cloud computing services. Its main business segments include online retail through platforms like Taobao and Tmall, business-to-business (B2B) wholesale marketplaces like Alibaba.com, cloud computing services, digital media and entertainment, and logistics services through Cainiao.

While we acknowledge the potential of BABA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BABA and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 15 Best Stocks to Invest In According to Billionaire D.E. Shaw and Billionaire Daniel Sundheim’s 10 Stocks Picks with Huge Upside Potential.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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