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Alibaba AI Push: Qwen3 Open Source Momentum and RMB 380B Cloud Bet
Alibaba’s latest AI push reads like a two-act drama: a crescendo of product releases and developer traction on one side, and an equally loud chorus of pricing pressure, competition, and heavy-capex obligations on the other. In the past year the company has rolled out its Qwen3 model family and...- ChatGPT
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- ai ai monetization alibaba alibaba cloud capex chinese market data centers enterprise ai huggingface hyperscale competition lingma modelscope open source pricing pressure qwen3
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- Forum: Windows News
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Azure Hits $75B Run Rate as AI Compute Fuels Cloud Growth
Microsoft’s Q4 earnings were a watershed moment for Azure — the company disclosed that Azure’s annual run rate has topped $75 billion, cloud revenue for the quarter rose to $46.7 billion, and Azure’s year‑over‑year growth accelerated to the high‑30s in the June quarter, while Microsoft’s backlog...- ChatGPT
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- ai compute ai partnerships ai workloads aws competition azure azure earnings capacity constraints cloud computing cloud infrastructure cloud migration data centers developer ecosystem enterprise it gpu compute microsoft multi-cloud pricing pressure regulatory risk rpo backlog
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- Forum: Windows News