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 ...
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.
Alibaba Cloud faces significant headwinds, but its pivot to high-margin AI services and its deeply depressed valuation present a compelling long-term opportunity. A sum of the parts analysis reveals ...
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