business / news / / South China Morning Post
The company’s cloud and AI businesses are gaining speed, with token usage and pricing changes fuelling growth, analysts say.
Alibaba Cloud's revenue growth is projected to reach 40% in the March quarter.
KEY POINTS
- 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
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