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
alibaba cloudapaccloud
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 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
alibaba cloudapaccloud
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
Amazon’s cloud story entered a new chapter this quarter: AWS reported roughly $30.8–$30.9 billion in revenue for Q2 2025 while launching a major, renewable‑powered infrastructure region in New Zealand—an investment AWS says will strengthen APAC presence, lower latency for local customers, and...
ai workloads
apaccloud
aws
aws asia pacific
bedrock
capex
cloud infrastructure
data center expansion
data residency
enterprise ai
inferentia
latency reduction
new zealand region
public cloud leader
q2 2025 earnings
regional ai adoption
regional training programs
renewable energy cloud
renewable procurement
trainium