News

Fast-Growing and Higher-Margin AI Revenue Will Drive Alibaba's Profit Growth in the Next Decade
In our view, the Taobao and Tmall marketplaces remain as Alibaba's core cash flow driver and can support the expansion of AliCloud as well as the firm’s globalization strategy, which offers long-term ...
CIO Dive17h
Cloud’s big 3 continue to rule infrastructure services
AWS, Microsoft Azure and Google Cloud commanded more than 70% of global IaaS spend in 2024, according to Gartner.
TMCnet22h
AI Applications Expand Globally: 2025 Insight Report on Infrastructure, Market Readiness, and Scenario-based Differentiation Industry White Paper
Abstract: GPU Cloud Strengthens the Computing Infrastructure, Powering the Global Expansion of AI Applications. BEIJING, ...
Wasatch International Value Fund Q2 2025 Commentary
The Wasatch International Value Fund—Investor Class returned 9.68% in the quarter, and slightly underperformed the MSCI World ...
Zacks Investment Research on MSN23h
Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?
Alibaba Group BABA and Microsoft MSFT represent two divergent paths in the global cloud and AI race. While Microsoft ...