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AI developers drive 160% jump in Taobao Tmall subscriptions

9/7/2026

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Summary

Story summary

Alibaba’s Tmall marketplace now hosts AI developers selling subscription plans.
Moonshot AI and MiniMax are negotiating flagship stores on Tmall.
Z.ai (Zhipu AI) launched a storefront for its GLM Coding Plan on Tmall.
Within 48 hours, AI token and subscription transactions on Taobao and Tmall rose over 160 %.
Analyst Poe Zhao warned Tmall’s channel improves efficiency but raises developers’ dependence on platform traffic.

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Story summary

Alibaba’s Tmall marketplace now hosts AI developers selling subscription plans.
Moonshot AI and MiniMax are negotiating flagship stores on Tmall.
Z.ai (Zhipu AI) launched a storefront for its GLM Coding Plan on Tmall.
Within 48 hours, AI token and subscription transactions on Taobao and Tmall rose over 160 %.
Analyst Poe Zhao warned Tmall’s channel improves efficiency but raises developers’ dependence on platform traffic.