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Alibaba’s AI cloud growth surge drives earnings despite soaring tech spending

Tech giant posts fastest growth in cloud and AI revenue in 22 quarters, with capex up 75% amid fierce competition in the sector.

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Alibaba’s AI cloud growth surge drives earnings despite soaring tech spending

Alibaba's AI Cloud division grew 45% YoY; AI product revenue hit 12.4B yuan, but capital expenditure surged 75% to 67.7B yuan. Hyperscalers are sacrificing profitability (EBITDA down 30% YoY) to lock in AI infrastructure scale—a capital-intensive race smaller players cannot afford to join.

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giovedì 20 agosto 2026·cnbc.com
Alibaba shares fall 4% as AI spending drives 75% drop in net income
Alibaba's U.S. shares dropped 4% in premarket trading Thursday after the Chinese tech giant posted net income that plummeted 75% in the June quarter.The company has been investing…
giovedì 20 agosto 2026·economictimes.indiatimes.com
Alibaba reports 9% rise in quarterly revenue - The Economic Times
As businesses increasingly deploy artificial intelligence applications, demand for the cloud computing power needed to train and run those systems has surged, benefiting China's…

Alibaba’s AI cloud growth surge drives earnings despite soaring tech spending

Confronto fonti

Alibaba’s AI cloud growth surge drives earnings despite soaring tech spending

Timeline cronologica

Alibaba shares fall 4% as AI spending drives 75% drop in net income

Alibaba reports 9% rise in quarterly revenue - The Economic Times

Alibaba’s cloud growth comes with a rising AI bill

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Alibaba’s cloud growth comes with a rising AI bill

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