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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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
alibaba cloud
apac cloud
aws
capex
cloud intelligence
cloudmonetization
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
alibaba cloud
apac cloud
asia cloud
aws
benchmarking
capex
capex cycle
cloud competition
cloud intelligence
cloudmonetization
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
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...