Overview
- Developers revealed Friday through a new X account that HappyHorse-1.0 is an Alibaba ATH AI Innovation Unit project, and Alibaba confirmed the post as the model remains in development.
- The system first appeared anonymously on April 7 on Artificial Analysis, a benchmarking site, and then rose to No. 1 for text-to-video and image-to-video in blind head-to-head tests judged by people.
- Alibaba’s Hong Kong-listed shares climbed 2.12% Friday after the disclosure, building on a 6.75% jump Wednesday during a wave of speculation about the model.
- The timing favors Alibaba because OpenAI shut down its Sora video tool and ByteDance paused Seedance 2.0, which reduces near-term competition in high-compute video generation.
- To support bigger models and products, Alibaba is adding a China Telecom data center with 10,000 Zhenwu AI chips and led about $275 million into video startup Shengshu Technology.