JD.com Defies AI Disconnect With 'Measurable Progress'

During its second-quarter earnings call, the Chinese e-commerce giant said its investments in generative AI are beginning to show results. Improved customer experience, advertising efficiency, and a reshaped cost structure are among the areas it mentioned.

“Our deep integration of AI is delivering measurable progress, enhancing customer satisfaction while structurally refining our cost structure,” CEO Sandy Ran Xu said during the earnings call. Xu also pointed to AI-enhanced product search and recommendations, as well as supply chain operations. Rather than treating AI as a standalone initiative, JD.com is embedding the technology into day-to-day operations, she explained.

Advertising Is Emerging as a Key AI Use Case Among the areas seeing tangible benefits is JD.com’s advertising business. CFO Ian Su Shan said the compa...