Alibaba cloud growth forecast to accelerate with AI push, higher service charges: analysts
SCMP Tech / 4/9/2026
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Key Points
- Analysts expect Alibaba Cloud’s growth to accelerate as the company pushes further into AI, leveraging rising demand for AI-related services.
- The article says token usage trends and related pricing/service charge changes are key drivers behind the forecasted cloud revenue momentum.
- It highlights that Alibaba Cloud’s cloud and AI businesses are “gaining speed,” suggesting stronger utilization and monetization tied to AI workloads.
- Higher service charges are presented as part of the growth equation, indicating a shift in pricing dynamics alongside increased AI adoption.
Alibaba Group Holding’s cloud and artificial intelligence unit is expected to remain a prime engine for the March quarter, with the growth rate forecast to accelerate as the company steps up AI monetisation and reshuffles its AI businesses, according to analysts.
Cloud revenue growth was projected to increase to around 40 per cent during the period, up from 36 per cent in the December quarter, analysts said.
The growth momentum was expected to be supported by “a robust surge in token usage”,...
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