Alibaba Group (BABA) has entered the AI wearable space with its new Quark smart glasses, now available in China. The product marks Alibaba’s first major move into AI-powered consumer hardware at a time when global tech giants are racing to build the next computing platform beyond smartphones.
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Alibaba Expands Into Consumer AI with Quark Glasses
The glasses, priced from 1,899 yuan, or $268.25, look like regular black-frame eyewear rather than bulky headsets. The device is powered by Alibaba’s own Qwen AI model, which also powers the company’s upgraded chatbot released earlier this month. By building the hardware and the AI system together, Alibaba appears to be betting on deeper user engagement inside its own ecosystem.
Alibaba said the glasses will work closely with apps such as Taobao and Alipay, letting users scan prices in real time, translate speech, and access quick on-the-go information. The goal is to make AI useful in everyday moments, not just in entertainment or gaming.
This launch also shows that Alibaba is trying to close the gap in consumer AI, an area where it has lagged behind rivals.
Alibaba Joins the Global Wearables Race
The move puts Alibaba in direct competition with some of the biggest names in tech. Meta (META) controls about 80% of the VR and smart-glasses market, boosted by its Quest and Ray-Ban smart glasses lineup. Meanwhile, Apple (AAPL) sells its Vision Pro, and Samsung, working with Google (GOOGL), recently launched the Galaxy XR headset with AI features.
In China, the competition is also heating up. Xiaomi released similar glasses in June, and Baidu (BIDU) already sells its own AI-powered pair.
That means Alibaba must win users not only globally, but also at home.
Is Alibaba Stock a Good Buy Right Now?
Analysts remain bullish about Alibaba’s stock trajectory. With 19 Buy ratings and two Hold ratings, BABA stock commands a Strong Buy consensus rating on TipRanks. Also, the average Alibaba price target of $197.43 implies about 25.27% upside potential from current levels.
