---
title: "Latest quarter not yet reported, but last quarter cloud AI +34%, AI-related revenue triple-digit gro"
description: "Latest quarter not yet reported, but last quarter cloud AI +34%, AI-related revenue triple-digit growth for 7 straight quarters. Management hinted 380bn RMB capex “maybe too small”. $Alibaba(BABA.US) "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000469956.md"
published_at: "2026-02-13T06:17:04.000Z"
author: "[Bluegate1104](https://longbridge.com/en/profiles/16656277)"
---

# Latest quarter not yet reported, but last quarter cloud AI +34%, AI-related revenue triple-digit gro

Latest quarter not yet reported, but last quarter cloud AI +34%, AI-related revenue triple-digit growth for 7 straight quarters. Management hinted 380bn RMB capex “maybe too small”. $Alibaba(BABA.US) is not a story stock, it’s an asset stock. 22x PE for AI+retail+cloud+international, optionality is free.

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- [BABA.US - Alibaba](https://longbridge.com/en/quote/BABA.US.md)
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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.