Alibaba’s capex isn’t the full story
Alibaba's profit fell, and spending jumped - but it’s not the whole picture. Plus, we revisit how China's AI labs outpace big budgets with less cash.
Tech In Asia AI1 min read
Alibaba AI
2 stories
Alibaba’s AI capex spike isn’t the story investors think
The market punished Alibaba's earnings. But a closer look at the firm’s chips, cloud, and AI model suggests the reaction got the story backward.
Tech In Asia AI1 min read
Showing 2 of 2 stories
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