Visitors check out Alibaba Cloud services during a high-tech conference in Hangzhou, Zhejiang province, in September. LONG ...

The biggest growth driver this past quarter was the ... I can envision a scenario in which delays continue and demand begins to soften for Alibaba's cloud offering specifically in favor of other ...

BIDU's AI Cloud revenue surges 42%, driven by Gen AI demand and a shift to subscription-based enterprise sales.

I believe that Alibaba’s growth in Cloud—now a key revenue driver—can be attributed to the overall acceleration in demand for AI solutions. This is benefiting a vast array of companies ...

Alibaba has been working hard to turn around its core e-commerce business. It has been investing heavily in Tmall and Taobao ...

Alibaba’s Cloud Computing segment is emerging as a significant growth driver, fueled in large part ... CEO Eddie Wu has identified the growing demand for generative AI as a major catalyst ...

The FinOps Foundation, a project of The Linux Foundation dedicated to advancing FinOps practitioners, is introducing version 1.2 of the FinOps Open Cost and Usage Specification (FOCUS), the open ...

The Alibaba ... in so-called on-demand delivery services, which promise to deliver items ordered online within an hour. Investors were hoping for higher growth at Alibaba’s cloud computing ...

Baidu BIDU and Alibaba BABA are two of China’s tech titans that have increasingly pivoted toward artificial intelligence (AI). Both companies dominate their respective fields – Baidu in online search ...

Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter ...

BIDU is trading at a steep discount, but will rising risks in AI monetization and chip supply cast a shadow on its near-term ...

Despite the earnings miss, analysts remain optimistic about Alibaba’s future, highlighting the company’s strategic investments in AI and cloud technologies as pivotal growth drivers.