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Yahoo
14-06-2025
- Business
- Yahoo
Best Stock to Buy Right Now: Alibaba vs. Amazon
Alibaba and Amazon are both leaning into AI to help drive growth. While Alibaba is more of a turnaround story, Amazon is an efficient growth machine. The one stock offers more potential upside, but the other looks very attractive from a risk-reward perspective. 10 stocks we like better than Alibaba Group › When it comes to tech stocks riding the artificial intelligence (AI) wave, both Amazon (NASDAQ: AMZN) and Alibaba (NYSE: BABA) are in strong positions. Each is leaning into AI to help drive growth for cloud computing and e-commerce businesses that both companies operate. Let's see which stock is the better buy. Alibaba has been working hard to turn around its core e-commerce business. It has been investing heavily in Tmall and Taobao to reaccelerate gross merchandise volume (GMV) growth and is now beginning to monetize that higher GMV more effectively through a small software fee and its AI-powered marketing tool, Quanzhantui. Last quarter, its e-commerce revenue rose 9% year over year, while third-party revenue jumped 12%. More importantly, segment earnings before interest, taxes, and amortization (EBITA) climbed 8%. At the same time, Alibaba is seeing strong momentum in its cloud computing business. Its Cloud Intelligence segment revenue increased by 18% year over year last quarter, as AI-related revenue more than doubled for the seventh consecutive quarter. Impressively, its adjusted EBITA surged by 69%, demonstrating the segment's strong operating leverage. Alibaba's AI push is being driven by its Qwen series of models. In addition to a strong foundation model, it's rolled out versions specifically built for tasks like coding and math. Its latest release, Qwen3, is a new class of "hybrid reasoning" models that combine traditional large language model capabilities with more advanced, dynamic reasoning. Meanwhile, Alibaba scored a huge win earlier this year when Apple chose its models to power Apple Intelligence in China, although the deal has been delayed by Chinese regulators. Nonetheless, it's a clear sign that Alibaba's AI efforts are gaining traction despite the U.S. chip export ban. In addition to its core e-commerce and cloud computing businesses, Alibaba also has a big opportunity with its international commerce segment (AIDC), which includes AliExpress and Turkey-based Trendyol. This segment grew revenue by 22% last quarter, and management expects it to turn profitable within the next year. Flipping AIDC into the black could be a major tailwind for earnings growth going forward. Despite its recent rally, Alibaba still looks incredibly cheap. The stock trades at around 12 times forward earnings, with nearly $20 billion in net cash and another $57 billion in equity investments on its balance sheet. If sentiment around Chinese equities continues to improve, there could be meaningful upside in the stock from here. Amazon is less of a turnaround story and more of a manual on relentless operational execution. It's already a $2 trillion market cap behemoth, but it's still finding ways to increase revenue growth and drive margins higher. Its cloud computing unit, Amazon Web Services (AWS), remains its crown jewel. Revenue jumped 17% year over year last quarter to $29.3 billion, while operating income grew even faster, up 23%. AI is a big reason for this. Amazon is seeing strong demand for its Bedrock and SageMaker solutions, which help customers build, fine-tune, and deploy AI models. At the same time, it has also developed its own custom AI chips, which can boost performance and use less energy. This helps reduce costs, which could be a key long-term differentiator. However, Amazon isn't just leaning into AI to drive growth at AWS; it's using AI across its entire ecosystem to drive efficiencies. In its warehouses, Amazon is developing AI-powered robots that can do everything from lifting heavy boxes to spotting damaged goods. On the logistics side, it is using AI to optimize delivery routes, navigate large apartment complexes, lower fuel costs, and improve customer satisfaction. In e-commerce, Amazon is using AI to help third-party merchants create stronger, more effective product listings, while on the advertising side, it's using AI to drive improved campaign performance through better targeting and more compelling ad content. All of this is leading to improved operating leverage in the e-commerce business. In Q1, its North American revenue rose 8%, while operating income jumped 16%. However, given that Amazon is still in the early innings of rolling out these AI initiatives, the best is yet to come. From a valuation perspective, Amazon trades at a forward P/E of 34.5 times, which is obviously much higher than Alibaba. Both Alibaba and Amazon are e-commerce leaders with strong, growing cloud computing businesses. Both have also embraced AI and are looking to be leaders in the field. In my view, Alibaba has more potential upside. It appears to be successfully turning around its e-commerce business, is an AI leader in China domestically, and has a big potential earnings driver with its AIDC business. Most importantly, it trades at a deep discount to Amazon. That said, Amazon is the safer play. Alibaba faces more risks from geopolitical tensions, tougher domestic competition, and a murky regulatory environment in China. Amazon, meanwhile, is a proven compounder that has shown time and again that it's willing to invest heavily in order to win big. While it faces typical retailer risks related to consumer spending, this is a company that I have little doubt will be a long-term AI winner. As such, for investors looking for more potential upside, Alibaba is the clear choice. However, from a risk-reward perspective, investors can't go wrong with Amazon. Before you buy stock in Alibaba Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Alibaba Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $655,255!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $888,780!* Now, it's worth noting Stock Advisor's total average return is 999% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon and Apple. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy. Best Stock to Buy Right Now: Alibaba vs. Amazon was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Korea Herald
23-05-2025
- Business
- Korea Herald
Huawei Unveils AI Data Center Solution, Leading the Industry into a New Era of Intelligent Computing
DUBAI, UAE, May 14, 2025 /PRNewswire/ -- On May 13, 2025, the Global Data Center Facility Summit 2025 themed "Power the Digital Era Forward" was held in Dubai. The summit brought together more than 500 intelligent computing industry leaders, technical experts, and partners to discuss new growth opportunities and development paths for the data center industry in the AI era, and released the AI DC solution, accelerating the industry towards a new era of intelligent computing. Charles Yang, Senior Vice President of Huawei and President of Global Marketing, Sales and Services, Huawei Digital Power, said in his opening speech that the golden era of computing infrastructure has arrived, as AI models are benefiting various industries. It is estimated that the global AI DC capacity will exceed 100 GW by 2028, generating a market space of over US$600 billion in the energy infrastructure sector alone. According to Charles, higher reliability, faster rollout, and greater energy demand have become the three major challenges for AI DC development. Huawei believes there are three important development trends of AI DCs in the future: At the summit, Bob He, Vice President of Huawei Digital Power and President of Data Center Facility & Critical Power Product Line, Huawei Digital Power, delivered speech titled "Building a Robust Foundation for the Intelligent Computing Era. " As mentioned by Bob, although intelligent computing centers are experiencing a surge in construction, they also face challenges such as rapid delivery, elastic deployment, and low TCO. In response, Huawei first proposed RAS TM, the core principles for AI DC construction. With reliable products, full-lifecycle services, and professional consulting and design capabilities, Huawei works with partners to build AI DC solution, helping construct intelligent computing centers that feature fast delivery, all-domain reliability, optimal TCO, and strong flexibility, and power the digital era forward. During the summit, Huawei and the International Telecommunication Union (ITU), with the support of Alibaba Cloud, China Mobile Group Design Institute, China Telecom, and China Unicom, jointly release White Paper on the Safety of Lithium-ion Battery Applications in Data Centres, which systematically outlines seven key dimensions for improving the safety of lithium-ion battery applications in DCs, which aims to inject strong momentum into the high-reliability and high-quality development of the DC industry. By adhering to innovation, Huawei Digital Power will delve deeper into DC industry to break through technological boundaries and provide leading products and solutions to lead the high-quality development of the industry, so as to build a robust foundation for the intelligent world and power the digital era forward.
Malaysian Reserve
23-05-2025
- Business
- Malaysian Reserve
H3C NAVIGATE Global Summit 2025 Kicks Off in Berlin
Building a New AI-Era Ecosystem with the Power of Synergy BERLIN, May 23, 2025 /PRNewswire/ — On May 22, during GITEX Europe 2025 in Berlin, H3C grandly launched the H3C NAVIGATE Global Summit 2025. Centered around the theme of 'Synergy+,' the summit showcased H3C's technological blueprint and ecosystem strategy for the AI era, bringing together global industry leaders, technical experts, and enterprise representatives to explore cutting-edge trends. As H3C's flagship annual event, the NAVIGATE Global Summit made its debut in Europe, marking a new phase in H3C's global expansion and international business development. At the summit, Tony Yu, President & CEO of H3C, delivered a keynote speech titled 'Synergy, For a Better AI Era.' He emphasized that artificial intelligence has become an 'accelerator' and a 'force multiplier' for advancing social productivity. H3C embraces a global perspective and open collaboration, powered by its 'AI in ALL' and 'AI for ALL' vision. H3C has launched a full-stack intelligent computing solution that leverages the multiplier effect of 'Computing × Connectivity' to reduce AIDC investment costs and improve operational efficiency. Meanwhile, H3C is accelerating the deployment of its full-stack liquid cooling solutions to drive green transformation across the AI industry. Additionally, through strategic partnerships, H3C empowers worldwide industry upgrades via its comprehensive AI portfolio including the LinSeer AI Solution, and is rapidly expanding LinSeerCube into global markets. Looking ahead, H3C remains dedicated to fostering an open, thriving ecosystem that combines technical innovation with business synergy. By democratizing AI adoption, we aim to make AI applications more accessible, efficient, and inclusive, ultimately creating a better digital life for all. Gary Huang, H3C Co-President and the President of International BG, emphasized that in an era where AI is reshaping global industries, breakthrough innovation must rely on ecosystem collaboration. He said guided by the 'Partner First' principle and its 'AI in ALL' and 'AI for ALL' strategies, H3C has built an open and win-win 'Ecosystem Synergy.' This ecosystem integrates full-stack intelligent computing capabilities, the self-developed LinSeer LLM, and scenario-based solutions. Through strategic alliances with global semiconductor leaders, ISVs, and standards organizations, H3C connects with over 3,200 industry partners and 300 service partners across 181 countries and regions. H3C drives technological innovation and scenario-based solutions through four ecosystem pillars—market-driven R&D, cutting-edge technology alliances, Partner-First approach, and localization strategy. Furthermore, H3C advances three localization strategies of building local innovation capabilities, empowering talent, and fostering localized ICT ecosystems to harmonize technological and commercial ecosystems. Through open collaboration, H3C and its partners achieve mutual success, ensuring AI innovation drives tangible industrial upgrades and leads the intelligent future. From Computing Synergy to Intelligent Connectivity: Building a Green and Sustainable AI Foundation Aligned with its 'AI in ALL' strategy, H3C proposes an innovative 'Computing × Connectivity' approach, integrating three core elements—computing infrastructure, high-speed networking, and green energy-saving technologies—to deliver a full-stack intelligent computing solution. This solution, centered on high-performance lossless networks, AI servers, next-gen storage, and computing resource management platforms, significantly reduces AIDC investment costs while boosting operational efficiency. Ray Xu, Senior Vice President of H3C, President of Cloud, Compute, and Storage Product Line, highlighted in his keynote that AI inclusivity hinges on a 'diverse, efficient, and green' computing system. H3C has built an inclusive technological ecosystem: at the hardware level, it supports over 80 AI accelerator cards, 10+ mainstream CPUs, and 20+ AI server models; at the infrastructure level, it leverages SuperPOD AI clusters (capable of trillion-parameter model training), UniServer G7 servers, and the LinSeer AI Solution to establish a cohesive computing architecture optimized for 'Computing × Connectivity' efficiency; at the software level, innovations like CAS computing virtualization and UltraStor distributed storage achieve breakthrough improvements in resource utilization. Notably, in green innovation, H3C champions the 'ALL in GREEN' philosophy, advancing its full-stack liquid cooling solution with revolutionary G-Flow immersion cooling technology. This reduces data center PUE to an industry-leading 1.1, enhances cooling efficiency by 40%, and achieves a '0 ODP' standard with zero ozone-depleting substances. This tripartite computing approach—diverse & adaptable, highly efficient, and sustainable—is establishing a scalable model for global AI adoption. It's driving AI transformation across industries, unleashing intelligent productivity worldwide. In an era where AI is sweeping the globe and computing demand grows exponentially, high-performance networking has become a critical pivot for intelligent computing center upgrades. Traditional Ethernet architectures struggle with bandwidth limitations and congestion when handling massive data transfers. Qiao Yan, Senior Vice President of H3C, President of Network Product Line, shared how H3C addresses these challenges with its intelligent computing network solution, redefining computing efficiency through innovation. H3C's DDC (Diversified Dynamic-Connectivity) product series and solutions represent a technological breakthrough for high-performance intelligent computing networks. By leveraging advanced technologies such as cell-based switching and out of order delivery, DDC achieves large-scale lossless, non-blocking 400G/800G Clos fabric networking, delivering 107% higher effective bandwidth compared to traditional RoCE solutions. This significantly enhances the throughput capacity and operational stability of AI computing networks. Furthermore, H3C has collaborated with key ecosystem partners to submit multiple IETF drafts on open schedule fabric technology, accelerating the commercialization and standardization of DDC solutions. Qiao also highlighted H3C's groundbreaking 51.2T CPO switch—a cutting-edge solution that integrates silicon photonics with co-packaged optics technology. This innovation delivers 8x higher cluster throughput, 25% improved GPU efficiency, and 30% lower TCO through 'silicon photonics + liquid cooling' integration, establishing a high-speed, green, and 'zero-lag' network for intelligent computing centers. H3C, a global leader in digital solutions and networking infrastructure, delivers an end-to-end product matrix covering data center, campus and WAN environments. Its networking portfolio comprises 1,000+ mainstream products across switching, routing, wireless, security, and network management domains. Ecosystem Synergy: Accelerating Inclusive AI Adoption Collaborative ecosystems are the key driver for AI implementation. Powered by its 'AI in ALL' technological foundation and global partner network, H3C's 'Ecosystem Synergy' strategy is closing the loop from technological empowerment to industrial value. Through deep collaboration with eco-partners, H3C integrates AI products, solutions, and its LinSeer LLM capabilities to empower intelligent transformation across global industries, including hospitality, retail, healthcare, education, public services, and carriers, significantly lowering AI barriers and making innovation truly accessible to all. To expand ecosystem value, H3C also introduced its new sub-brand H3C Aolynk at the summit, targeting global SMEs with the vision of 'Connecting ALL with AI.' Featuring simplified design, intelligent O&M, and full-scenario solutions, H3C Aolynk addresses SMEs' 'last-mile' digital challenges. The launch was attended by H3C Co-President & CTO Steven Yoe, Senior Vice President & CMO Yang Xi, and Senior Vice President & President of Commercial BG Wang Xin. In today's rapidly evolving digital economy, H3C continues to harness collective ecosystem strength, dismantle technical adoption barriers, and democratize AI access, fully unleashing the multiplier effect of computing power and connectivity to drive intelligent industrial transformation. By making technological innovation universally accessible, H3C and its partners are co-creating an inclusive digital future where AI benefits all industries and society at large. For more info, please visit Photo – Photo – Photo – Photo – Photo – View original content:
Fashion Network
16-05-2025
- Business
- Fashion Network
Alibaba misses revenue estimates as it fights for China e-commerce market dominance
Alibaba's rival beat first-quarter revenue estimates on Tuesday and said it was seeing strong user growth despite the prolonged economic weakness weighing on consumer sentiment. Chinese shoppers, grappling with a prolonged property crisis and a cloudy economic outlook, have increasingly become cost-conscious, prompting deep discounts and rock-bottom prices to stimulate spending. That has sparked a price battle among China's largest online e-commerce platforms including Alibaba, PDD Holdings' Pinduoduo and as they jostle for market share. Alibaba's domestic e-commerce business Taobao and Tmall Group produced revenue growth of nearly 9% for the quarter, the group said, attributing this to strong momentum in new consumer growth and a continuing increase in orders. Chinese e-commerce giants have been aggressively expanding into so-called instant retail, focusing on delivery speeds of 30 to 60 minutes, in their battle for market share. Both and Alibaba's platforms have increased incentives to users including coupons to try their expanded instant retail and food delivery offerings. Alibaba E-commerce Business Group Chief Executive Jiang Fan told analysts on a call that Alibaba would be "investing aggressively" in the instant retail business in the short term. "One thing to note about this instant retail market is that it's a huge market," he said. "Today, it could be a market of say 500 to 600 million consumers. Going forward, that can easily become 1 billion consumers." Alibaba's international commerce division (AIDC), which includes cross-border player AliExpress, produced 22% in revenue growth, though that missed forecasts for 26.4% growth. "International business missed but I'm not sure if it was due to AliExpress suffering from tariff impacts," said M Science analyst Vinci Zhang. "I thought it was interesting that they didn't highlight anything related to the U.S... That to me felt a bit deliberate." Alibaba Group CEO Eddie Wu acknowledged "uncertainties in global trade regulations" as a potential headwind, though he added that AIDC remained on track to achieve profitability in the coming fiscal year. Investors are also shifting focus to the "618" festival, one of the biggest annual shopping events in China, which culminates on June 18. Retailers have already started pre-sales. Alibaba's Cloud Intelligence Unit's revenue grew 18% to 30.13 billion yuan. The group has emerged as a leader in China's competitive AI race and the tech giant has consistently released new models throughout the year. It launched Qwen 3 in April, an upgraded version of its flagship AI model that introduces new hybrid reasoning capabilities.
Fashion Network
16-05-2025
- Business
- Fashion Network
Alibaba misses revenue estimates as it fights for China e-commerce market dominance
Alibaba's rival beat first-quarter revenue estimates on Tuesday and said it was seeing strong user growth despite the prolonged economic weakness weighing on consumer sentiment. Chinese shoppers, grappling with a prolonged property crisis and a cloudy economic outlook, have increasingly become cost-conscious, prompting deep discounts and rock-bottom prices to stimulate spending. That has sparked a price battle among China's largest online e-commerce platforms including Alibaba, PDD Holdings' Pinduoduo and as they jostle for market share. Alibaba's domestic e-commerce business Taobao and Tmall Group produced revenue growth of nearly 9% for the quarter, the group said, attributing this to strong momentum in new consumer growth and a continuing increase in orders. Chinese e-commerce giants have been aggressively expanding into so-called instant retail, focusing on delivery speeds of 30 to 60 minutes, in their battle for market share. Both and Alibaba's platforms have increased incentives to users including coupons to try their expanded instant retail and food delivery offerings. Alibaba E-commerce Business Group Chief Executive Jiang Fan told analysts on a call that Alibaba would be "investing aggressively" in the instant retail business in the short term. "One thing to note about this instant retail market is that it's a huge market," he said. "Today, it could be a market of say 500 to 600 million consumers. Going forward, that can easily become 1 billion consumers." Alibaba's international commerce division (AIDC), which includes cross-border player AliExpress, produced 22% in revenue growth, though that missed forecasts for 26.4% growth. "International business missed but I'm not sure if it was due to AliExpress suffering from tariff impacts," said M Science analyst Vinci Zhang. "I thought it was interesting that they didn't highlight anything related to the U.S... That to me felt a bit deliberate." Alibaba Group CEO Eddie Wu acknowledged "uncertainties in global trade regulations" as a potential headwind, though he added that AIDC remained on track to achieve profitability in the coming fiscal year. Investors are also shifting focus to the "618" festival, one of the biggest annual shopping events in China, which culminates on June 18. Retailers have already started pre-sales. Alibaba's Cloud Intelligence Unit's revenue grew 18% to 30.13 billion yuan. The group has emerged as a leader in China's competitive AI race and the tech giant has consistently released new models throughout the year. It launched Qwen 3 in April, an upgraded version of its flagship AI model that introduces new hybrid reasoning capabilities.
