Latest news with #AlibabaCloud
Yahoo
2 days ago
- Business
- Yahoo
Alibaba Cloud's Rapid Rise: Is AI Setting Up More Upside Ahead?
Alibaba's BABA Cloud Intelligence Group is gaining strong momentum as its core unit, Alibaba Cloud, continues to scale with rising AI adoption, an area that is expected to remain a key driver of accelerated revenue growth. BABA's AI products are seeing broader adoption across a wide range of industry verticals, including Internet, retail, manufacturing and media, with a growing focus on value-added applications. Building on this momentum, Alibaba expects demand to accelerate in the coming quarters. The company highlighted that many businesses are moving away from traditional, in-house infrastructure and shifting AI workloads to the cloud. To meet this shift, the company is increasing investments in AI products and services, to increase cloud adoption for AI and maintain its market leadership. This focus is already showing through in product innovation and global expansion. In April, Alibaba released its Qwen3 model series, an open-source family of AI models built for tasks like coding and general reasoning. Globally, Alibaba Cloud is expanding its footprint with a second data center set to launch in South Korea by the end of June. New partnerships with SAP and Panasonic further integrate Alibaba's AI tools into enterprise operations and connected home ecosystems. In the fourth quarter of fiscal 2025, Alibaba's Cloud Intelligence Group generated RMB 30.1 billion ($4.15 billion) in revenues, up 18% year over year, contributing around 12.7% of total revenues. This was driven by the increasing adoption of AI-related products. With AI-related product revenues growing at triple digits for seven straight quarters, Alibaba Cloud is fast becoming the foundation of the company's AI-driven future. Several players are competing with Alibaba Cloud in AI-powered cloud services, with Amazon AMZN and Microsoft MSFT expanding rapidly. Amazon recently added Claude 4 to Amazon Bedrock, strengthening its generative AI lineup and simplifying enterprise AI development. Bedrock remains a core part of Amazon's AWS' strategy to drive AI adoption. Microsoft is advancing through its Azure AI Essentials program, launched under its AI Center of Excellence. This initiative by Microsoft offers tools and guidance to help businesses scale AI responsibly. BABA shares have gained 34.3% in the year-to-date (YTD) period, outperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector's growth of 4.2% and 2.8%, respectively. Image Source: Zacks Investment Research From a valuation standpoint, BABA stock is currently trading at a forward 12-month Price/Earnings ratio of 10.37X compared with the industry's 24.39X. BABA has a Value Score of B. Image Source: Zacks Investment Research The Zacks Consensus Estimate for first-quarter fiscal 2026 earnings is pegged at $2.48 per share, which has remained steady over the past 30 days, indicating 9.73% year-over-year growth. Alibaba Group Holding Limited price-consensus-chart | Alibaba Group Holding Limited Quote The consensus mark for fiscal 2026 earnings is pegged at $10.62 per share, which has remained steady over the past 30 days. The estimate indicates 17.87% year-over-year currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report Alibaba Group Holding Limited (BABA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
South China Morning Post
4 days ago
- Business
- South China Morning Post
Alibaba Cloud to open second data centre in South Korea as AI demand rises
Alibaba Cloud, the cloud computing and artificial intelligence (AI) unit of Alibaba Group Holding , is set to launch its second data centre in South Korea to address growing demand driven by the rapid development of generative AI. Advertisement The company said on Thursday that the new centre would be operational by the end of June, representing a significant step in its international expansion. Alibaba owns the South China Morning Post. 'In line with the rapid advancement of AI-based technologies and increasing digital demand across industries, Alibaba Cloud has been continuously expanding its infrastructure in South Korea,' said Yoon Yong-joon, Alibaba Cloud's country manager. 'Through the launch of this second data centre, Alibaba Cloud will provide customers with more resilient and adaptable cloud environments, ultimately fostering AI innovation across various sectors and expanding the digital ecosystem,' he added. 11:13 How is betting on AI to transform e-commerce How is betting on AI to transform e-commerce Data centres serve as the core infrastructure of cloud computing, providing a centralised operating environment for electronic information equipment and enabling users to access data, software and hardware services through the internet anytime and anywhere.
Yahoo
5 days ago
- Business
- Yahoo
Alibaba Group (BABA) Announces Strategic Partnership With SAP SE
Alibaba Group Holding Limited (NYSE:BABA) is one of the 13 Most Undervalued Retail Stocks to Buy Right Now. Alibaba Group Holding Limited's (NYSE:BABA) earnings for the March quarter and fiscal year 2025 showed a 7% year-over-year growth in revenue to RMB 236.454 billion ($32.584 billion). Income from operations experienced a notable 93% year-over-year growth, reaching RMB 28.465 billion ($3.923 billion). This growth was attributed to a drop in non-cash share-based compensation expense and a rise in adjusted EBITA. An e-commerce platform displaying a wide range of products to customers online. On May 27, Alibaba Group Holding Limited (NYSE:BABA) announced a strategic partnership with SAP SE to rev digital transformation and enterprise innovation through advanced cloud and AI technologies. The partnership would combine Alibaba Cloud's scalable cloud infrastructure and advanced AI capabilities with SAP's enterprise software. The company announced that the collaboration would be initially focused on the Chinese market, but a rollout is planned for the Middle East, Southeast Asia, and Africa. Alibaba Group Holding Limited (NYSE:BABA) manages and provides technology infrastructure and marketing platforms. It operates through seven segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. While we acknowledge the potential of BABA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. 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
Forbes
12-06-2025
- Business
- Forbes
Enterprise Tech Giants Bet Big On Privacy-First Computing
Photo byThe enterprise world faces an impossible choice every day. Store sensitive data in centralized systems that hackers target relentlessly, or embrace blockchain's transparency and sacrifice privacy entirely. This week, an unexpected coalition of global tech giants decided there had to be a better way. Deutsche Telekom, Alibaba Cloud, STC Bahrain, and Vodafone's Pairpoint joined forces to launch something unprecedented - an enterprise cluster for Nillion's blind computation network. These infrastructure providers, who rarely agree on anything, are now united by a shared vision: processing data without anyone, including themselves, being able to see it. After spending 20 years in the data center, cloud computing and blockchain infrastructure space, this joint partnership certainly caught my surprise, and I think the implications will stretch far beyond technology circles. For years, enterprises have been stuck between two terrible options. Centralized databases offer control and efficiency but create honeypots that attract sophisticated attackers like moths to a flame. Every week brings fresh headlines of breaches exposing millions of records, costing companies billions in damages and lost credibility. The alternative hasn't been much better. Public blockchains promise decentralization and security through transparency, which sounds great until you realize that transparency means your competitors and malicious actors can all see your data flowing across the network. This paradox has paralyzed innovation in privacy-sensitive sectors. Healthcare companies sit on the side lines in using revolutionary AI applications because patient data can't be processed securely at scale. Financial institutions struggle to collaborate on fraud detection because sharing transaction patterns would expose competitive intelligence. Telecommunications providers can't optimize networks collectively without revealing proprietary usage data. Meanwhile, regulatory frameworks like GDPR and emerging privacy laws worldwide demand better data protection, adding legal urgency to what was already a technical crisis. The result? Critical innovations remain locked in corporate silos while cybercriminals grow more sophisticated and data breaches become not a matter of if, but when. When Deutsche Telekom, Alibaba Cloud, STC Bahrain, and Vodafone's Pairpoint announced they were jointly operating nodes for Nillion's blind computation network, industry observers did a double-take. These companies rarely collaborate on infrastructure projects, yet here they were, actively participating in running decentralized nodes, not just investing or partnering, but rolling up their sleeves and operating the hardware themselves. The geographic and sectoral diversity matters tremendously. Deutsche Telekom brings European infrastructure expertise and a deep understanding of GDPR compliance. Alibaba Cloud contributes Asian market insights and massive scale capabilities. STC Bahrain offers Middle Eastern telecommunications leadership and regional regulatory knowledge. Vodafone's Pairpoint adds specialized data management experience from serving enterprise clients globally. Together, they create a foundation that spans continents and industries, lending credibility that no single company or regulator could provide. What makes this coalition particularly intriguing is the hands-on approach. These enterprises aren't simply endorsing the technology or making strategic investments. They're operating nodes, processing encrypted data, and experiencing firsthand how blind computation works. This direct involvement serves a dual purpose. It ensures the network has enterprise-grade reliability while giving these companies intimate knowledge of the technology's capabilities and limitations. As one more major enterprise prepares to join the cluster, the message becomes clear: this isn't experimental technology anymore. Imagine hospitals sharing patient data for AI training without any party—including the AI developers—seeing individual medical records. The computation happens on encrypted data split across multiple nodes, with results emerging without exposing the underlying information. Cancer researchers could train models on global datasets without navigating privacy laws or risking patient confidentiality. Financial applications become equally transformative. Banks could collectively analyze transaction patterns to detect money laundering without revealing customer details or competitive information. Credit scoring could incorporate data from multiple institutions without creating centralized profiles vulnerable to theft. Regulatory reporting could happen automatically without exposing raw transaction data to regulators or intermediaries. Perhaps most intriguingly, blind computation enables enterprise collaboration that was previously impossible. Competing manufacturers could optimize supply chains together without revealing individual supplier relationships. Telecommunications providers could share network optimization data without exposing customer behavior patterns. Retailers could collaborate on fraud detection without sharing customer purchase histories. With major enterprises operating the infrastructure, developers gain confidence to build applications handling real sensitive data for real organizations with real regulatory requirements. Nillion's March mainnet launch introduced both Nilchain for payments and the broader Petnet infrastructure, but enterprise participation transforms the network from a promising experiment to a production-ready infrastructure. The Enterprise Cluster represents something more subtle than a typical partnership. It's a bridge between Web3 innovation and Web2 reliability. The strategy reflects a deep understanding of enterprise adoption patterns. Organizations don't typically jump from zero to mission-critical deployment. They experiment, test, build familiarity, and gradually increase commitment. By running nodes, these enterprises gain operational experience with blind computation while contributing to network security and reliability. They're not just preparing to use the technology - they're helping to shape it through direct participation. This approach addresses the credibility gap that often plagues decentralized technologies. When Deutsche Telekom operates nodes processing encrypted data, other enterprises take notice. When Alibaba Cloud participates in the network, Asian enterprises see validation from a trusted regional leader. The participating companies become ambassadors through action rather than words, demonstrating that blind computation works at enterprise scale with enterprise requirements. We're witnessing the emergence of a third way in data processing - neither fully centralized nor traditionally decentralized, but something genuinely new. This coalition signals that privacy-preserving computation has moved from academic research to boardroom priority. The competitive advantage for early adopters could be substantial, enabling applications and collaborations their competitors simply cannot match. For everyday users, this development promises a future where privacy and utility no longer conflict. Your medical data could contribute to breakthrough research without ever being exposed. Your financial information could help detect fraud without creating vulnerability. The surveillance economy that treats personal data as a commodity could give way to an architecture where privacy is built in, not bolted on. I think this is a game changer.
Yahoo
11-06-2025
- Business
- Yahoo
Tsai talks, Alibaba regroups around open-source AI
-- Alibaba Group (NYSE:BABA) is working to reestablish its leadership within China's tech sector, turning to artificial intelligence and cloud infrastructure as key pillars of its strategy. Chairman Joe Tsai has signaled a more focused direction after a period marked by regulatory challenges, market pressures, and internal overreach. Speaking at the VivaTech conference in Paris, Tsai acknowledged past missteps while outlining a course correction. 'I think I saw a company that kind of lost its direction a little bit. I think we have expanded too big,' he said, referencing his return to active leadership in mid-2023. A notable inflection point came earlier this year when AI startup DeepSeek launched a new reasoning model that caught major players off guard. 'We read the research papers and we said, 'Holy cow, how come we have fallen behind? We were doing the same things,'' Tsai said, describing how the event prompted an accelerated internal response. As Chinese New Year approached, Alibaba engineers were directed to stay on-site and increase their development pace. 'Our engineering lead decided and said, 'Cancel your Chinese New Year holiday, everybody stay in the company, sleep in the office, we're gonna accelerate our development,'' Tsai said. That sprint led to new releases in the Qwen model series, now among the top open-source LLMs globally. For Alibaba, the episode reinforced the need to operate with urgency and tighter alignment between research and deployment. The company has committed more than 380 billion yuan ($53 billion) over the next three years to expand its AI infrastructure and improve training and inference capabilities tied to Alibaba Cloud. Alibaba's strategy hinges on supporting open-source model development while driving commercial demand for cloud services. By making core models available to developers, the company aims to build ecosystem momentum while leveraging its backend infrastructure as a commercial gateway. Although broader macroeconomic conditions remain a challenge inside China, Alibaba's approach reflects a move to consolidate around core strengths rather than seek expansion for its own sake. The recent AI efforts suggest management is focused on rebuilding competitive positioning with a clearer set of priorities. By pairing scale with more deliberate execution, Alibaba is positioning itself for the next phase of China's tech evolution. The landscape remains highly competitive, but the company appears better equipped to respond than in prior cycles. Alibaba stock is down 1.2% today, as of 12:50 ET. Related articles Tsai talks, Alibaba regroups around open-source AI BofA raises GE Vernova target on rising U.S. power demand, gas turbine growth IPO for space-tech company Voyager surges 125% on debut Sign in to access your portfolio
