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    Alibaba Cloud Intelligence: Qwen3, AI Hosting & RMB 380B Push

    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...
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    • ai hosting alibaba cloud 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
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    • Forum: Windows News
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    Alibaba Cloud Intelligence Drives Growth with Qwen3 and 380B RMB Capex Plan

    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...
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    • ai infrastructure ai workloads alibaba cloud 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
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    • Forum: Windows News
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    Alibaba Cloud Intelligence Accelerates Growth with In-house AI and RMB 380B Plan

    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...
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    • ai hosting ai infrastructure ai models ai workloads alibaba cloud 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
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    • Forum: Windows News
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    Windows 11 Rollout: Navigating Fragmentation toward AI-Driven Growth

    Microsoft’s Windows 11 rollout has become the most consequential — and controversial — technology migration of the decade, one that now sits at the intersection of cloud strategy, AI ambitions, and investor calculus. What began as a measured, security-centric upgrade has devolved into a...
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    • ai strategy avd azure azure virtual desktop cloud monetization copilot device fragmentation driver compatibility e-waste investors oem openai remote desktop safeguard holds secure boot tpm 2.0 upgrade cliff windows 10 esu windows 11 windows 365
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    • Forum: Windows News
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