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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capex
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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...
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ai workloads
alibaba cloud
apac cloud
asia cloud
aws
benchmarking
capex
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cloud competition
cloud intelligence
cloud monetization
competition
data centers
developer ecosystem
domesticrivals
enterprise ai
geopolitics
gpu deployment
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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
