# The company’s cloud and AI businesses are gaining speed, with token usage and pricing changes fuelling growth, analysts say.

*business · news · 2026-04-09 · South China Morning Post*

## Key points

- Alibaba Cloud's revenue growth is projected to reach 40% in the March quarter.
- A surge in AI token usage is significantly contributing to Alibaba's cloud business momentum.
- Alibaba Cloud raised prices for AI chip services by 5–34% starting April 18, 2026.
- HSBC analysts expect in-house chips and enterprise expansion to boost Alibaba Cloud's long-term margins.

**Companies:** Alibaba Group Holding
**Countries:** China

[Read the full story on South China Morning Post](https://www.scmp.com/tech/article/3349508/alibaba-cloud-growth-forecast-accelerate-ai-push-higher-service-charges-analysts)

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