Alibaba, the fourth largest cloud company in the world, unveils plans to invest $53 billion in AI infrastructure as China’s largest cloud provider seeks to become a more dominant global AI player.

Alibaba Group is making plans to carve out its cloud business unit and push two others to IPO, as it shifts up the gear on its organizational overhaul. The Chinese tech giant is aiming to spin off the ...

AI-related sales now account for more than 20% of Alibaba Cloud’s revenue. AI workloads bring higher margins and stickier customer relationships. Alibaba’s competitive positioning remain strong in its ...

Chinese e-commerce giant Alibaba Group Holding (NYSE: BABA) could highlight the growth of its AI products and new initiatives when it reports second-quarter financial results on Tuesday before the ...

Alibaba Group Holding Limited’s Q2 '25 results reaffirm that cloud, not e-commerce, is driving the company’s next phase, with AI-related products posting another quarter of triple-digit growth.

There is something I already talked about in the past, in an article where I turned less positive on Alibaba (BABA). The theme was that the Chinese mobile telephony companies were growing their cloud ...