This is just the start. Many surprises to come.
1st it was AI cloud business - people said it's not good margin business. Guys wake up, Alibaba will not go in and play sand.
2nd was the rumour about the AI chips that can match H20 Nvidia, I thought it must be just rumour but if you piece together With 3rd point then everything becomes clear.
3rd is the global ranking of AI engine, guess what Alibaba Gwen and its subsidiary is ranked 6th and 7th respectively. Making it the top AI engine now in China. With the data Alibaba has and the giant moat, just imagine how big the AI space just in China.
All these are pointing towards a Giant scaling up AI race for a huge population like China. Of course it could go globally but the risk is western countries will block it citing privacy, national security bla bla. We seen it happen before with EV. But just think and focus on how big the business and integration of Alibaba ecosystem cab grow with AI.
To sum it up, this is like Google + Amazon + Grab in the making. the rockets 🚀 are fueling up.
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- TwoDeMoon·09-17TOLD YOU SO!LikeReport