Alibaba cloud growth forecast to accelerate with AI push, higher service charges: analysts
SCMP Tech / 4/9/2026
📰 NewsSignals & Early TrendsIndustry & Market Moves
Key Points
- Analysts expect Alibaba Cloud’s growth to accelerate as the company ramps up its AI push alongside rising cloud demand.
- The article links momentum to increased token usage, suggesting stronger adoption of AI services and consumption of AI-related workloads.
- Pricing and higher service charges are described as contributing factors to near-term revenue growth.
- Overall, Alibaba Cloud’s cloud-and-AI businesses are portrayed as gaining speed through both usage growth and monetization changes.
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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