Alibaba as the Cloud leader in China has incredible leverage here. Their international e-commerce can be a bridge to many global markets and Qwen's open source models can democratize industrial productivity in some remarkable ways in the decades ahead.
This is of course synergistic with China's entire go to market global strategy as a technological powerhouse. The techlash of 5 years ago is now far in the rear view mirror.
Capex in AI has a reasonable chance of further accelerating Alibaba Cloud growth in the 2020s.
Alibaba as the Cloud leader in China has incredible leverage here. Their international e-commerce can be a bridge to many global markets and Qwen's open source models can democratize industrial productivity in some remarkable ways in the decades ahead.
This is of course synergistic with China's entire go to market global strategy as a technological powerhouse. The techlash of 5 years ago is now far in the rear view mirror.
Capex in AI has a reasonable chance of further accelerating Alibaba Cloud growth in the 2020s.