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ToggleFour billion products, found with just one sentence. According to a Reuters report today (10th) citing sources familiar with Alibaba, the company plans to fully integrate its AI big data platform Qwen into Taobao, replacing the traditional search box with dialogue, allowing AI agents to help users find products, compare prices, and complete orders, while automatically managing logistics tracking and after-sales service.
One sentence to place an order, a thousand questions behind the scenes
Qwen is a large-scale platform launched by Alibaba. After its public beta launch in November 2024, it surpassed 100 million monthly active users within two months. Integrated into Taobao , it offers two layers of service:
The first layer is within the Qwen App : users can browse, compare, and purchase products through natural language conversations. The AI agent can access over 4 billion product catalogs from Taobao and Tmall, and is linked to a "skill library" to handle logistics tracking and after-sales issues. The system supports ordering more than 40 items in a single request, and the payment process is completed directly within the conversation interface without switching applications.
The second layer is within the Taobao App : an AI shopping assistant powered by Qwen is directly embedded in the existing platform, providing virtual try-on functionality, 30-day historical lowest price tracking, and personalized product recommendations automatically generated based on the user's past order records and shopping preferences.
Chinese e-commerce is becoming more aggressive.
Western platforms have been much more conservative in their response to the wave of agentic AI.
Amazon has incorporated AI into its e-commerce system, but maintains a cautious approach: AI provides product suggestions, while the actual decisions on product selection and order placement are still made by the user. Shopify takes a different approach, relying on third-party AI agents to integrate into its merchant ecosystem, rather than building its own consumer-facing AI platform.
The two companies' current choice remains: to keep AI at the boundary of suggestions, without crossing the line into "execution".
Alibaba, on the other hand, chose to let AI directly cross this boundary and integrate the entire consumer chain behind it: e-commerce platforms (Taobao, Tmall), payment tools (Alipay), instant delivery (Taobao Flash Sale), travel booking (Fliggy), and map navigation (Gaode).
This direction aligns with Nvidia CEO Jensen Huang's prediction in early 2026: he foresaw that agent-based AI would reshape the $50 trillion real economy.
It's not just the shopping interface that's being reshaped.
For merchants, the rules for traffic allocation have been rewritten. In the past, whoever had the highest keyword ranking in their product title got the exposure; now, the new key to success is whose products can be correctly interpreted, labeled, and recommended by AI agents.
E-commerce search boxes have operated precisely for twenty years. Alibaba is now introducing entirely new rules of the game.




