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Chronicles

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Alibaba releases Qwen2.5 and says 90K+ companies use its Qwen models; OpenCompass: Qwen2.5 beats GPT-4 in language and creation but not knowledge or reasoning

The logo of the Alibaba office building is seen in the Huangpu District in Shanghai, June 16, 2023.

CNBC Sheila Chiang

Context & Ripple Effects

This report establishes an early, uneven capability profile for Qwen: Alibaba pairs a large stated corporate user base with an outside comparison that is favorable on language and creation but not on knowledge or reasoning. That distinction matters more than a single overall ranking because it defines which workloads the model can credibly target.

Later coverage traces Alibaba’s effort to fill those gaps, including an open-source reasoning-model release and broader open-weight Qwen families. The arc is from a model with task-specific strengths toward a portfolio designed to cover more enterprise AI use cases.

First-order effects

  • Alibaba gains third-party support for positioning Qwen2.5 in language and creative tasks, while the reported knowledge and reasoning shortfall limits any claim of across-the-board leadership.
  • The more than 90,000 companies Alibaba says use Qwen have a clearer signal to match the model to suitable workloads rather than treat it as a universal replacement for GPT-4.

Second-order effects

  • Enterprise buyers are likely to evaluate models by workload category—generation, language, knowledge, and reasoning—rather than rely on a single leaderboard, increasing pressure on vendors to disclose task-level strengths and limitations.
  • The identified reasoning gap gives Alibaba a product incentive to extend Qwen with specialized models, a direction reflected in its later reasoning-focused QwQ release.

Third-order effects

  • If this release pattern persists, foundation-model competition will increasingly center on portfolios of specialized and open-weight models rather than a single general-purpose winner.
  • Large reported deployment bases can turn model quality into a distribution advantage, but comparative evaluations will continue to shape buyer power by making switching and workload splitting more practical.

The trend: This is one data point in the shift from headline model rankings toward task-specific AI portfolios competing through capability, distribution, and deployment choice.