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Alibaba scales AI compute with new chip and 20 GW data center target
The Zhenwu V900 extends Alibaba’s push into proprietary silicon as rising AI demand drives further expansion of its cloud infrastructure.
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Alibaba Cloud
Alibaba’s integration of Qwen and Taobao shows why data may become the moat for shopping in the AI era.
Agent-driven coding could be the next test of its AI cloud strategy.
Investors now have a clearer commercialization story, while Taobao Shangou shifts from subsidies to unit economics.
Heavy spending on commerce weighed on its margins and cash flow.
Depending on the metric, each player can claim the lead, but the truer test may be how many customers stay and pay.
The company says it wants to become “the Android of the LLM era.”
The tech giant’s “unified global cloud network” aims to support Chinese firms in expanding abroad and tapping into advanced tech, particularly AI.
Steady performance in commerce and strong growth in AI-driven cloud services lifted Alibaba’s profit, though an EPS shortfall tempered investor sentiment.