Alibaba Cloud plans to use fewer Western chips, to boost its already huge AI margins

Source: Biztoc.com· theregister.com· August 21, 2026
Alibaba Cloud plans to use fewer Western chips, to boost its already huge AI margins

Alibaba has revealed margins from its cloudy AI operation are rising so quickly it will be able to achieve return on investment for new hardware purchases faster than previously planned. Speaking on the company’s earnings call yesterday, CFO Toby Xu said the …

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