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The AI transformation and evolution of Alibaba.
Rely on AI to achieve the narrative of Technology growth companies.
Alibaba conference call: The growth of the cloud business is mainly driven by demand for AI, and it will remain on an upward trajectory in the coming quarters, converting more Taobao users into instant retail users.
Alibaba stated that in the coming quarters, the revenue growth rate of Alibaba Cloud is still in an upward channel, and the explosion of inference demand has not yet fully reflected in this Earnings Report. The customer demand driven by inference is still continuously and steadily increasing. The focus of instant retail is to convert more Taobao users into instant retail users and then upgrade the business model. In addition, the combined promotion and Software service fees will provide significant growth for a considerable amount of time in the future.
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