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21.08.26 - 04:06
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Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter (Digitimes)
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Alibaba is signaling that its most capital-intensive bet yet — a three-year, CNY380 billion (US$56.33 billion) buildout of AI compute — is starting to compound into a self-reinforcing growth cycle, even as the near-term cost of that buildout shows up in a sharp swing in capital spending and a steep drop in group profitability....
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20.08.26 - 12:18
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Alibaba′s AI cloud growth surge drives earnings despite soaring tech spending (SCMP)
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Alibaba Group Holding on Thursday reported revenue growth of 45 per cent for its cloud and artificial intelligence division in the June quarter, driving adjusted profit to a better-than-expected 27.3 billion yuan (US$4 billion).
AI Cloud and Compute Services, the Chinese tech giant's new business segment covering its cloud business and T-Head chip arm, posted 48.4 billion yuan in revenue for the three months ended June 30, marking its fastest growth pace in 22 quarters.
The segment's AI-related......
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20.08.26 - 10:36
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Alibaba und KI – im Fokus von Cloud-Wachstum, KI-Monetarisierung und Cashflow (BondGuide)
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Alibaba legt am heutigen Donnerstag neue Quartalszahlen vor. Analysten rechnen mit einem Umsatzwachstum von rund 8,4%. Nach einer Erholung der Aktie von mehr als 40% seit dem Juni-Tief sind die Erwartungen allerdings gestiegen. Der aktuelle Marktkommentar von Maximilian Wienke, Marktanalyst bei etoro: Die Investmentstory verschiebt sich immer weiter in Richtung KI, Cloud und Automatisierung. Mit […]...
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19.08.26 - 08:01
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Wird Amazons Cloud zum Billionen-Dollar-Geschäft? (Ariva)
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Amazon könnte durch AWS vor einem massiven Wachstumsschub stehen. Morgan Stanley sieht dadurch für die Aktie bis Ende 2027 fast 100 Prozent Kurspotenzial. Während Amazon seine Cloud-Infrastruktur für den weltweiten KI-Boom massiv ausbaut, sieht Morgan Stanley Amazon Web Services (AWS) als einen langfristigen Wachstumspfad, der den Aktienkurs des Mutterkonzerns bis Ende 2027 auf 500 US-Dollar treiben könnte. Ausgehend von einem ......
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19.08.26 - 04:06
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Baidu′s AI cloud engine accelerates as advertising drag deepens (Digitimes)
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Baidu's second-quarter 2026 results confirm a business in the midst of a wrenching handover: an AI-powered core that is scaling faster than almost any other line item at the company, while the total revenue base is still shrinking. Group revenue fell 4% year-on-year to CNY31.3 billion (US$4.63 billion), the fifth straight quarter of annual decline, even as Baidu's AI-powered businesses grew 25% and accounted for half of Baidu General Business revenue for the second consecutive quarter, exceeding legacy-business revenue....
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18.08.26 - 11:48
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Baidu quarterly revenue drops 4% as AI cloud surge fails to offset advertising slump (SCMP)
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Chinese tech giant Baidu on Tuesday posted a 4 per cent year-on-year decline in second-quarter revenue, as continued weakness in advertising outweighed growth in its artificial intelligence cloud operations, highlighting intensifying competition in China's tech sector.
Revenue for the three months ended June reached 31.3 billion yuan (US$4.62 billion), slightly missing the 31.6 billion yuan consensus estimate from analysts polled by Bloomberg. Net profit for the quarter was 2.3 billion......
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