Alibaba unveils 'pragmatic' AI road map to drive monetisation as capex soars
pstAsiatech · x · 2026-09-25
Alibaba's Apsara Conference road map marks a pragmatic pivot, offering a clearer monetisation path despite sharply rising capex, per SCMP.
- Analysts cite 'disciplined execution across its full-stack AI ecosystem'
- Investor sentiment has shifted from AI-catalyst enthusiasm to demanding tangible returns and infrastructure efficiency (CCB International's Cathy Chan)
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