
$Alibaba(BABA.US) Competition with domestic players (Tencent Cloud, Huawei) is fierce. Winning developers with good tools like PolarDB is crucial
$Intel(INTC.US) Their turnaround hinges on becoming a foundry for others. Partnerships like the Alibaba Cloud one are about showing relevance in the modern cloud stack.
Alibaba Cloud PolarDB developer conference is today! Expecting more cloud and AI integration news.
$JD-SW(09618.HK)$BABA-W(09988.HK)
JD.com offers retail and logistics stability, while Alibaba’s diversified retail, cloud, and AI bring higher cyclical growth. I invest in both to capture China’s econo...
Qwen ranks among the strongest open-source models globally, and with Alibaba Cloud’s distribution, $Alibaba(BABA.US) has achieved solid enterprise adoption in China.
But its AI-to-C push looks far less......





