Alibaba Expands Accio Work to B2B Sellers on Handels
Alibaba expanded handels today by opening Accio Work to B2B sellers on Alibaba.com, turning autonomous agent teams into a front door for daily store operations. The move gives merchants a more direct way to use Alibaba’s AI tools inside commerce workflows, while the company keeps spending heavily on AI and cloud infrastructure.
Accio Work reaches Alibaba.com
Alibaba expanded Accio Work to B2B sellers on Alibaba.com, and the product now places autonomous agent teams at the center of daily store operations. That is the clearest product shift in the update: the AI layer is moving from a support tool to a workflow entry point for merchants running their shops on the platform.
Recent adoption numbers for Accio Work and Taobao’s AI shopping assistants support the company’s push to turn product usage into cloud monetization. The report says Alibaba is betting that broader use of its AI tools will eventually translate into durable cash flow, instead of staying a standalone feature set.
RMB 380,000,000,000 in spending
380,000,000,000 RMB in continuing AI and cloud investments remains the main pressure point. The report says that spending, together with quick-commerce investment, may continue to weigh on free cash flow even as the company expands AI products across its commerce platforms.
That creates the complication inside the bullish case: Alibaba is adding more AI-driven tools to merchant operations while still absorbing the cost of building the infrastructure behind them. The update does not remove the risk from large capital outlays, and the report also points to concerns about access to advanced chips and broader AI competition.
2028 estimates versus 2029 forecast
CN¥1,193,600,000,000 in revenue and about CN¥154,900,000,000 in profit are the lower-end analyst estimates cited for 2028, and the report says those figures could change as the AI news gets folded into updated models. That means the new product rollout may push forecasts higher if adoption broadens across merchants.
By 2029, the report forecasts Alibaba Group Holding revenue of CN¥1352.2 billion and profit of CN¥154.4 billion, implying annual revenue growth of 10.0 percent and a CN¥61.6 billion increase in profit from CN¥92.8 billion today. A fair value of $189.08 implies 34 percent upside from the current price, but the investment case still depends on whether AI and cloud tools can grow fast enough to offset the spending burden.
The next pricing question is whether the new merchant rollout changes forecast assumptions quickly enough to matter in the next round of estimates. If adoption keeps building across Alibaba.com and Taobao, the gap between product use and monetization should narrow, but the cost base remains the harder number to move.
