Alibaba targets $100B in AI and cloud revenue over 5 years as its vision for the agentic era comes into focus
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Alibaba targets $100B in AI and cloud revenue over 5 years as its vision for the agentic era comes into focus
"Alibaba's revenue for the fiscal quarter ending Dec. 31, 2025, was 284.8 billion Chinese yuan, below the expected 290.7 billion, with a 74% year-over-year decline in income from operations."
"The company is reorganizing its AI operations under a new business unit called Alibaba Token Hub, aiming to enhance its position in the agentic AI era."
"Alibaba is projecting that revenue from its AI and cloud computing divisions will hit $100 billion over the next five years, supported by a $53 billion investment in AI infrastructure."
Alibaba reported a revenue of 284.8 billion Chinese yuan, falling short of analyst expectations. Income from operations decreased by 74% year over year due to investments in quick commerce and technology. The company is reorganizing its AI operations under Alibaba Token Hub and plans to invest $53 billion in AI infrastructure over three years. Alibaba aims for its AI and cloud computing revenue to reach $100 billion in five years, with CEO Eddie Wu emphasizing the importance of these changes for future success.
Read at Digiday
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