Alibaba’s Cloud Intelligence unit has vaulted from strategic experiment to the company’s primary growth engine, reporting a 26% year‑over‑year revenue jump to RMB 33.4 billion in the most recent fiscal quarter as management doubles down on generative AI, model hosting and a headline RMB 380...
ai hosting
alibabacloud
apac cloud
aws
capex
cloud competition
cloud intelligence
cloud monetization
data centers
developer ecosystem
domestic rivals
enterprise ai
gpus
inference chips
microsoft azure
mixture of experts
open models
qwen model
qwen3
Alibaba’s Cloud Intelligence unit has moved from a long-term strategic bet to the company’s most visible growth engine, delivering a 26% year-over-year revenue increase to RMB 33.4 billion in the most recent quarter and pushing AI-driven product revenues into sustained triple‑digit...
ai infrastructure
ai workloads
alibabacloud
apac cloud
aws
capex
cloud intelligence
cloud monetization
competition
data centers
enterprise ai
gpu deployment
hybrid deployment
in-house inference silicon
market reaction
microsoft azure
model hosting
open ecosystem
qwen3
Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics.
Background
Alibaba reported that its Cloud...
ai hosting
ai infrastructure
ai models
ai workloads
alibabacloud
apac cloud
asia cloud
aws
benchmarking
capex
capex cycle
cloud competition
cloud intelligence
cloud monetization
competition
data centers
developer ecosystem
domestic rivals
enterprise ai
geopolitics
gpu deployment
gpu infrastructure
gpus
hybrid deployment
in-house chips
in-house inference silicon
inference chips
market reaction
microsoft azure
mixture of experts
model hosting
open ecosystem
open models
open source ai
qwen
qwen model
qwen3
rmb 380b
Alibaba’s latest AI push reads like a two-act drama: a crescendo of product releases and developer traction on one side, and an equally loud chorus of pricing pressure, competition, and heavy-capex obligations on the other. In the past year the company has rolled out its Qwen3 model family and...
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ai monetization
alibabaalibabacloud
capex
chinese market
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enterprise ai
huggingface
hyperscale competition
lingma
modelscope
open source
pricing pressure
qwen3
The Web3 infrastructure story that has been quietly brewing for years reached a new inflection point this cycle: large cloud providers are no longer passive hosts for blockchain experiments — they are active strategic partners, builders, and gatekeepers whose technical choices and compliance...
Microsoft is currently embroiled in a significant legal battle in the United Kingdom, facing allegations of anti-competitive practices related to its cloud licensing policies. The lawsuit, filed in December 2024, accuses the tech giant of overcharging UK businesses for using its Windows Server...
alibabacloud
anti-competitive practices
antitrust lawsuit
aws
cloud computing
cloud licensing
cloud market
cloud service providers
cma investigation
competition law
digital regulation
google cloud
market competition
microsoft
microsoft azure
regulatory scrutiny
tech regulations
uk businesses
uk legal battle
windows server
Riding the wave of digital transformation, the global cloud computing market in 2025 shows no signs of waning in importance or complexity. Organizations in every sector—from startups and agile enterprises to large government bodies and Fortune 500 juggernauts—depend on the agility, resilience...
Microsoft is currently facing a significant class action lawsuit in the United Kingdom, alleging that the company has overcharged consumers and businesses for its software licenses since 2015. The legal action, spearheaded by barrister Alexander Wolfson, claims that Microsoft's pricing practices...
alibabacloud
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class action lawsuit
cloud computing
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microsoft
microsoft office
regulatory scrutiny
software licensing
uk business
uk lawsuit
windows licensing
Microsoft is currently embroiled in a significant legal battle in the United Kingdom, facing a £1 billion class-action lawsuit over its cloud computing licensing practices. The case, filed by competition lawyer Dr. Maria Luisa Stasi, alleges that Microsoft imposed higher licensing fees on UK...
alibabacloud
antitrust
aws
azure
business law
cloud computing
cloud industry
cloud market
cloud providers
competition regulation
google cloud
legal battle
market competition
microsoft
microsoft azure
regulatory scrutiny
software licensing
tech regulation
technology regulation
uk lawsuit
Microsoft’s licensing practices for Windows Server in the cloud have become a significant point of contention in the competitive cloud computing market, especially regarding how these practices impact major cloud rivals like Amazon Web Services (AWS) and Google Cloud. Since Microsoft’s 2019...
The ongoing competition tug-of-war in the cloud services market highlights a critical point: Microsoft's licensing policies for its software, particularly Windows Server, heavily influence the viability and economics of multi-cloud deployments. According to Amazon Web Services (AWS), Microsoft's...
Crayon and Alibaba Cloud Unite: Pioneering Multi-Cloud Advisory Services on a Global Scale
In the ever-evolving landscape of cloud computing, partnerships between global technology leaders signal the shaping of future digital infrastructure. Recently, Crayon, a leading cloud advisor and services...
In a bold move to cement its position on the global stage, Alibaba Cloud has launched its second data center in Thailand, adding a significant node to its expansive Asian cloud network. This development not only marks another milestone in Alibaba Cloud’s journey from humble beginnings in...
In a development that could send ripples through the tech industry, Microsoft has found itself on the defensive against a lawsuit primarily targeting its cloud services pricing practices. Filed in the UK, the lawsuit accuses the technology giant of imposing unfair pricing on customers utilizing...