A little less than a year ago Joe Tsai, co -founder of Alibaba and current president of the company, gave a worrying fact: China had a two -year delay compared to the US in AI. That disadvantage seems to have faded completely in recent weeks, but the company chaired by TSAI is not a protagonist in that segment. It is precisely what you want to change.
THE TROZÓN DE MA. The company, one of the most important in the world in the technological segment, – and The 29 of the global ranking By market capitalization – it has had somewhat difficult years After what happened with Jack Ma. Now he has a clear plan to recover lost time.
But Alibaba gets serious. The firm advertisement on Monday that plans to invest at least 380,000 million yuan (about 52.4 billion dollars to change) in cloud computing infrastructure and artificial intelligence. He will do it in the next three years.
It will have (a lot) competition. The announcement occurs just at the time the AI segment in China It is especially hot. Bytedance, owner of Tiktok, hopes to have a capex of 150,000 million yuan only in 2025 (20,690 million dollars). Others such as Tencent, Baidu or Startup Deepseek They are certainly putting very interesting things in this area.
The gold fever of the data centers. In recent weeks we have seen how technological companies in the US have announced astronomical figures for their budgets and their capital expenses (CAPEX) in the coming years. Except Appleall Big Tech will make colossal investments ranging from 65,000 million finish to the 100,000 that plans to invest Amazon. Most of that money will go to data centers for AI, and here Alibaba seems to not want to be left behind.
With Xi Jinping’s blessing. The Chinese government has been maintaining its great technological government very at bay. However, the Recent meeting of President Xi Jinping With the top responsible for these companies, he has raised a change in Chinese policies, now apparently more open than their private companies – although closely linked to the Xi Jinping administration – grow remarkably.
Up to rise. Alibaba’s announcement occurs days after their financial results, which were slightly above expectations. That has been a revulsive for their actions, which rose significantly and that seem to reflect the optimism of the investors, which is probably even greater.
Image | Alibaba Group
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