Alibaba is poised for accelerated Cloud growth following resumed H200 AI-optimized GPU shipments to China. Cloud division momentum, driven by AI and Qwen adoption, now represents a major growth engine ...
Alibaba’s reported interest in a massive new batch of AI accelerators signals that the next phase of the global chip race will be decided inside Chinese data centers. Instead of quietly buying ...
Despite positive momentum and a cheap FWD P/E of ~18, I maintain a long-term Sell rating on Alibaba Group Holding Limited stock due to a lack of a compelling growth story and persistent secular ...
Alibaba stock (NYSE:BABA) experienced an increase of nearly 13% in trading on Friday, reaching approximately $135 per share. BABA stock is also up by close to 60% year-to-date. The recent increase ...
TL;DR: Chinese tech giants like Alibaba and ByteDance are eager to secure NVIDIA's China-specific B30A AI GPUs, priced at $24,000 each, due to superior software integration and performance. Despite US ...
The new 7nm-class chip, reportedly in testing, signals a shift to domestic fabrication and aims to rival Nvidia’s China-compliant GPUs while maintaining CUDA compatibility. Alibaba is reportedly ...
AMD adds Day 0 support for Alibaba Qwen 3.5 on Instinct MI300X, MI325X, and MI355X with ROCm, enabling 256K context and multimodal AI.
Alibaba Group (NYSE:BABA) stock traded higher on Monday as its artificial intelligence endeavors continue to spur investor optimism. The e-commerce juggernaut accelerated its AI push by unveiling ...