First Squawk(@FirstSquawk):ALIBABA'S LATEST AI DISCLOSURES SHOW A POTENTIAL STRUCTURAL ADVANTAGE OVER TENCENT — A PROFITABLE CLOUD BUSINESS THAT CAN HELP FUND AI MODEL AND APPLICATION LOSSES — WITH FISCAL Q1 AI-RELATED NET COSTS OF 8.2 BLN YUAN VERSUS TENCENT'S 10.5 BLN YUAN, AS ITS CLOUD ARM GENERATED 5.6 BLN YUAN IN ADJUSTED EBITDA AT NEARLY A 12% MARGIN.

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First Squawk@FirstSquawk

2026.08.21 00:02

ALIBABA'S LATEST AI DISCLOSURES SHOW A POTENTIAL STRUCTURAL ADVANTAGE OVER TENCENT — A PROFITABLE CLOUD BUSINESS THAT CAN HELP FUND AI MODEL AND APPLICATION LOSSES — WITH FISCAL Q1 AI-RELATED NET COSTS OF 8.2 BLN YUAN VERSUS TENCENT'S 10.5 BLN YUAN, AS ITS CLOUD ARM GENERATED 5.6 BLN YUAN IN ADJUSTED EBITDA AT NEARLY A 12% MARGIN.