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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aws
benchmarking
capex
capex cycle
cloud competition
cloud intelligence
cloud monetization
competition
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developer ecosystem
domestic rivals
enterprise ai
geopolitics
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qwen
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qwen3
rmb 380b
