BIDU and BABA are ramping up AI and cloud strategies, highlighting differences in focus, execution and competitive positioning.
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Advanced Micro Devices is poised for a major rebound in AI GPU sales to China, highlighted by a potential $675M Alibaba order. Read why AMD stock is a Strong Buy.
Competition from Alibaba and JD.com for fast-growing instant retail market has hit the Beijing-based group ...
Alibaba Group is facing slowing Chinese consumption, e-commerce deceleration, and margin pressures. Read why I rate BABA stock a Hold for now.
BABA shares slides 14.4% in three months as profits crater despite revenue growth, with heavy AI and cloud spending testing investor patience.
Alibaba Group is considering purchasing 40,000 to 50,000 MI308 AI accelerators from AMD, according to people familiar with the matter. The MI308 is an AI ...