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Alibaba sees no AI bubble in 3 years, may boost capital spending

Joanna Gao, Taipei; Charlene Chen, DIGITIMES Asia 0

Credit: AFP

Alibaba reported strong cloud revenue growth for the quarter ending September 30, 2025, with CNY39.8 billion (approx. US$5.6 billion) in sales, up 34% year-over-year, and external customer revenue rising 29%. The company highlighted robust demand for...

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