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Analysts expect Alibaba to see faster AI payoff and margin gains, halfway through its US$56 billion AI infrastructure spending plan
svmuu.com21/08/2026 06:34
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Alibaba Group Holding is expected to further accelerate cloud growth, expand operating margins and achieve faster payback on artificial intelligence investments, as the Chinese tech giant reaches the halfway mark of its massive 380 billion yuan (US$56 billion) AI infrastructure spending plan. Nomura analysts specifically noted that Alibaba's cloud growth has not yet peaked.
Source：SCMP商业 · Source Link
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