$Alibaba(BABA.US) | Alibaba Group CEO:
➤ AI-related revenue is expected to cross the 50% threshold within about a year, becoming the primary driver of cloud revenue growth➤ The company is seeing “exponential growth” in AI model and application services revenue, supported by both foundation model services and AI-native software➤ Token consumption volumes on the model services platform increased substantially QoQ➤ Model & application services ARR, including the Model Studio platform, is expected to exceed RMB 10B in the June quarter and reach RMB 30B by year-end➤ T-Head’s proprietary GPU chips are now in scaled mass production, with more than 60% of compute capacity already serving external customers➤ Rising agent-based AI workloads have significantly boosted demand for traditional cloud infrastructure products, including CPU, storage, and container servicesThe copyright of this article belongs to the original author/organization.
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