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Posted by
Two Blokes May 18, 2025 -
Filed in
Stock
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Alibaba's AI-driven cloud strategy is fueling rapid growth, with AI product revenue posting triple-digit YoY gains for seven consecutive quarters. Open-source Qwen AI models position Alibaba as a central player in the global AI ecosystem, driving developer adoption and future cloud demand. Core e-commerce (TTG) and international segments show strong user growth and monetization, but profitability improvements will require careful execution and time.
