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Alibaba’s Major Investment in AI and Cloud Computing
Alibaba Group has committed to investing at least RMB 380 billion (US $53 billion) over the next three years to enhance its cloud computing and AI infrastructure. This investment surpasses the company's total AI and cloud spending over the past decade, emphasizing its dedication to long-term technological innovation.
AI as a Key Opportunity for Growth
CEO Eddie Wu described AI as a "once-in-a-generation" chance to drive growth, with Artificial General Intelligence (AGI) as Alibaba's long-term goal. AI's ability to mimic human intellectual and physical tasks is expected to reshape global industries and lead to major economic changes. Alibaba Cloud is positioned to handle a growing share of AI-generated data as AI models evolve.
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Cloud Computing: Alibaba’s Main Revenue Driver
Cloud computing remains Alibaba's top revenue source in the AI space, with strong demand for AI hosting services. In the latest quarter, Alibaba’s Cloud Intelligence Group saw an 11% year-over-year revenue increase, while AI-related product revenue has grown at a triple-digit rate for six consecutive quarters.
AI-Driven Future for E-Commerce and Business
Alibaba expects AI to become a vital part of e-commerce, enterprise services, and consumer applications. This will improve efficiency, boost user engagement, and drive business innovation. The company is focusing on a “user-first, AI-driven” strategy to integrate AI across its ecosystem, fueling long-term growth.