Alibaba and ByteDance are two big companies in China that use something called GenAI, which is a type of smart technology that can do things like understand what people are saying or write stories. They are doing very well in China and many people there are using GenAI. The Chinese government wants more people to use GenAI and is trying to make it easier for companies to use it. Read from source...

1. The article's title is misleading and sensationalized. It implies that Alibaba and ByteDance are the only players in China's growing GenAI infrastructure market, while the article itself mentions SenseTime as another major player. This creates a false impression of their dominance and excludes other potential competitors.
2. The article uses outdated data from November 2022 to compare China's GenAI adoption with the global average. This is problematic because the GenAI landscape is rapidly evolving and changing, and the data may no longer reflect the current situation. Moreover, the global average may not be a fair benchmark since China has its own unique characteristics and challenges in terms of AI development and adoption.
3. The article cites a survey conducted by SAS and Coleman Parkes Research, but does not provide any details about the methodology, sample size, or reliability of the survey. This raises questions about the validity and generalizability of the survey results, and whether they can be trusted as a representative reflection of the Chinese market.
4. The article mentions Beijing's goal to increase China's share of AI computing power to 35% by the end of next year, but does not explain how this goal relates to the GenAI infrastructure market or the role of Alibaba, ByteDance, and SenseTime in achieving this goal. This leaves the reader wondering about the relevance and implications of this statement for the industry.
5. The article ends with a brief mention of Alibaba's investment in AI to unlock value in its cloud, e-commerce, and logistics segments, but does not elaborate on how this investment affects its competitive position, innovation, or market performance in the GenAI infrastructure market. This leaves the reader with an incomplete picture of Alibaba's strategy and prospects in this field.