According to sources with knowledge of the matter, Alibaba (BABA) plans to prohibit its workforce from accessing Anthropic’s Claude Code platform beginning July 10. The e-commerce and cloud computing giant has designated the AI-powered coding assistant as high-risk on its internal security roster, expressing alarm over potential backdoor vulnerabilities that could enable unauthorized external penetration of corporate infrastructure.
Alibaba Group Holding Limited, BABA
At the time of this report, BABA stock was trading around $96.10, facing downward pressure from recent insider stock disposals and continuing legal complications.
Alibaba has not released any public statement regarding the restriction, and details about the breadth of the policy remain undisclosed.
The context surrounding this decision is significant. This prohibition arrives mere months following Anthropic‘s formal complaint asserting that Alibaba executed what the AI company characterized as an unprecedented AI distillation operation targeting its Claude platform.
According to Anthropic’s allegations, Alibaba created approximately 25,000 fake user accounts that flooded Claude with countless requests. The company claims these responses were subsequently utilized to develop Alibaba’s proprietary Qwen AI systems — a clear breach of Anthropic’s usage policies.
Alibaba’s decision reflects a broader industry trend. In the previous week, Meta disabled both Claude Code and OpenAI’s Codex for its workforce, expressing concerns that AI-generated code outputs might inadvertently contribute to training rival artificial intelligence systems.
Goldman Sachs implemented Claude restrictions for its Hong Kong offices in April. JPMorgan enacted similar measures in June, with both financial institutions citing licensing complications and data protection issues as primary motivations.
Anthropic subsequently told the Financial Times that Claude had never received official authorization for Hong Kong deployment, while JPMorgan refused to provide commentary on its internal policies.
The trend is unmistakable: Claude is experiencing declining adoption within major corporate ecosystems, extending well beyond Chinese borders.
ByteDance eliminated Claude models from Trae, its Singapore-based development tool, in 2025 after Anthropic started enforcing stricter controls on Chinese-affiliated organizations.
Ant Group faced similar consequences when Anthropic tightened regulations on corporate Claude subscriptions that had been made available to staff through its Singapore-based internal network.
Both withdrawals occurred following Anthropic’s revised service agreement, which expressly prohibited companies from utilizing Claude within or via restricted jurisdictions, with China specifically named.
The Alibaba restriction comes during a challenging period for Anthropic. On July 1, the organization reinstated public availability of its Claude Fable 5 and Mythos 5 models following the removal of U.S. export controls that had mandated a temporary shutdown in June.
Anthropic indicated it resumed operations after consultations with U.S. regulatory agencies and implemented additional classification systems to identify and prevent cybersecurity-related applications. The firm also disclosed enhanced collaboration with the U.S. government regarding model assessment, safety protocols, and abuse monitoring.
Despite these controversies, financial analysts maintain optimistic projections for BABA. Among fourteen analysts surveyed by TipRanks, the consensus rating stands at Strong Buy, with an average 12-month price projection of $194.94 — suggesting potential gains exceeding 100% from present trading levels.
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