On December 23, Alibaba’s enterprise collaboration platform DingTalk announced the launch of Agent OS, a dedicated operating system for AI agents, and DingTalk Real, a physical terminal that will host those agents. The announcement came during a Hangzhou event and marks the first time Alibaba is offering a full stack of AI‑agent hardware and software to its enterprise customers.
Agent OS is designed to run autonomous agents that can interact with the physical world, while DingTalk Real provides a secure, fail‑safe terminal that can be deployed in corporate offices. The company said the terminal will support a range of sensors and actuators, allowing agents to perform tasks such as inventory monitoring, equipment maintenance, and real‑time customer support. Pricing and a definitive release window were not disclosed, and it remains unclear whether the products are production‑ready or still in pilot testing.
The launch fits into Alibaba’s broader AI strategy, which has seen AI‑related cloud revenue grow to more than 20% of external customer revenue in Q2 2025 and triple‑digit year‑over‑year growth in several AI‑driven segments. By embedding AI directly into its enterprise collaboration suite, Alibaba aims to deepen adoption among its 25 million corporate users and create a new revenue channel for its cloud and AI services.
The move intensifies competition with Tencent and ByteDance, both of which are investing heavily in AI agents. While the fact‑check report does not detail specific competitive advantages, Alibaba’s large DingTalk user base and its existing cloud infrastructure give it a head start in monetizing AI‑agent services. The announcement also signals Alibaba’s intent to capture a share of the growing market for AI‑enabled workplace productivity tools.
Chen Hang, founder and CEO of DingTalk, said that all AI agents on the platform will run on Agent OS, allowing them to connect directly with the physical world. CEO Eddie Wu emphasized that AI is a “fundamental driver of future growth” and that the company will continue to invest in AI infrastructure, including a planned 380 billion‑yuan spend over the next three years. The launch demonstrates Alibaba’s commitment to a full‑stack AI agent play and positions it to capitalize on the expanding demand for AI‑powered enterprise solutions.
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