China''s AI Chip Race: Tech Giants Challenge Nvidia
Huawei, Alibaba, Baidu, and Cambricon are racing to produce AI chips that can rival Nvidia''s. They''re not quite there yet.
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China''s AI Infrastructure Boom: Foxconn''s Server Sales Surge,
Foxconn''s Q1 2024 operating profit exceeded expectations by 13.1%, driven by strong demand for NVIDIA GB200-based AI servers; Alibaba Cloud''s daily token revenue soared fivefold in
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Alibaba Cloud lifts prices, blames AI and hardware costs
Alibaba Cloud today informed users it will increase prices for many services by up to 34 percent. “Due to the surge in global AI demand and rising supply chain costs, the procurement costs
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Alibaba''s AI and Cloud Push Stands Out Despite Sharp Decline in...
Alibaba reported robust growth in its AI and cloud segments for the March 2026 quarter, but company-wide profitability plunged amid heavy investment in new areas and a shift in business
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Alibaba can''t deploy AI servers fast enough to meet demand
China''s Alibaba Cloud can''t deploy servers fast enough to keep up with demand for AI, so is rationing access to GPUs so that customers who use all of its services enjoy priority access.
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Why Do Ai-powered Shopping Assistants Keep Recommending Out
AI shopping assistants recommend out-of-stock items due to inventory sync gaps, feed errors, and model limitations. Here''s how to fix them—step by step.
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Alibaba Reports FY2026 Results: Accelerated AI Investments Drive
Weak Revenue Growth: Alibaba''s total revenue for FY2026 was RMB 1,023,670 million (approximately USD 148,401 million), reflecting only a 3% year-over-year increase, indicating
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AI Supply Chain
A well-known FMCG brand used an AI Supply Chain to identify seasonal products with curve fitting, increasing the demand forecast accuracy by 10% and reducing
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Alibaba Q4 Earnings Analysis: Missed Expectations
Earnings Overview: Alibaba reported a Q4 non-GAAP EPS of $0.01 and revenue of $35.28 billion, reflecting an 8.3% year-over-year increase, yet it missed expectations by $1.08 billion, raising
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Alibaba AI Chip Probe Puts Cloud Growth And Compliance In Focus
U.S. prosecutors have identified Alibaba Group Holding (NYSE:BABA) as a potential end customer in an international AI chip smuggling case involving advanced Nvidia-powered servers. The
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Supermicro Execs Smuggled Nvidia AI GPUs to Alibaba
US prosecutors believe a company at the centre of Thailand''s national AI strategy helped move billions of dollars in Nvidia-equipped Supermicro servers into China, with Alibaba among the
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Alibaba Cloud cuts prices for international customers
The international cloud business of Alibaba, which owns the South China Morning Post, is facing headwinds from geopolitical tensions and a lack of
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Alibaba shares rise as AI drives cloud sales jump
He added that Alibaba "wouldn''t rule out further scaling up that capex investment," if demand continues to remain strong. Alibaba has emerged as one of China''s leading AI players.
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Alibaba Group Holding Limited (BABA) Q4 2026 Earnings Call Transcript
Alibaba Group Holding Limited (BABA) Q4 2026 Earnings Call May 13, 2026 7:30 AM EDTCompany ParticipantsLydia Lu - Head of Investor RelationsYongming Wu -...
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AI spending hurts Alibaba''s Q4 profits. BABA stock is still
About Alibaba Founded in 1999 by a team that included Jack Ma, Alibaba is a conglomerate spanning e-commerce, cloud computing, logistics, payments ecosystem, digital media, and now increasingly AI.
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''The Big Short'' Burry Adds Nvidia Puts, Buys GameStop, JD , Alibaba
However, Wall Street analysts are betting big on Nvidia, with 57 out of 60 analysts covering the stock having a rating of ''Buy'' or higher on the company, as per Koyfin. Meanwhile, Burry
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Alibaba to Report Q4 and FY 2026 Financial Results
Earnings Report Schedule: Alibaba Group will announce its unaudited financial results for the quarter and fiscal year ending March 31, 2026, before the U.S. market opens on May 13, 2026,
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Super Micro, NVIDIA Chips And Alibaba: Inside The Explosive AI
Inside the $2.5B AI smuggling case: How NVIDIA chips allegedly reached Alibaba via Super Micro servers and a Thailand-based network.
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Baidu, Alibaba, Tencent flex financial muscle as billions
China''s tech titans—Baidu, Alibaba, and Tencent (collectively known as BAT)—are dramatically scaling up investments in artificial intelligence (AI) and
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Is China Phasing Out Nvidia? ByteDance, Alibaba Pull
Nvidia dominates the global AI chip market, but China''s growing confidence in abandoning its products stems from rapid advancements in its
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Alibaba to spend 380B yuan on AI data centers amid server crunch
Alibaba CEO Wu Yongming announced a 380 billion yuan investment in AI data centers, stating that the company''s current server capacity is almost fully utilized, signaling a major push to
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''Biggest Winner in China''s AI Race,'' Says Morgan Stanley About Alibaba
A new Morgan Stanley survey identifies Alibaba as the “biggest winner” in China''s AI sector. Alibaba''s Qwen model is strengthening its lead, with 41% of tech leaders choosing the
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Alibaba Reports Q3 2026 Earnings with Strong AI and Cloud Growth
Cloud Intelligence Growth: Alibaba''s Cloud Intelligence Group revenue accelerated to 36%, reflecting strong investment momentum in AI and cloud, indicating a widening market share
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Alibaba Cloud Sees AI Surge but Faces a Server Shortage
The pace of adding new data centers and servers is limited by both investment speed and global supply. If customer demand keeps outpacing the pace of build‑out, Alibaba will consider scaling up its capex,
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DeepSeek AI live
DeepSeek AI live - US stocks bounce back after Nvidia plunge DeepSeek has caused shockwaves throughout the tech industry - follow for live
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