Alibaba: The Cloud Business Is Valued By The Market At Less Than Zero
Core Insights - AWS has successfully transformed Amazon.com, Inc. from a low-margin e-commerce retailer into a high-margin global tech giant, setting a precedent for Alibaba Cloud to potentially do the same for Alibaba Group Holding, Inc. [1] Company Analysis - Investors have been optimistic about Alibaba Cloud's ability to replicate AWS's success for Alibaba Group Holding, Inc. [1] Industry Context - The transformation of Amazon through AWS serves as a benchmark for other tech companies, particularly in the cloud computing sector, highlighting the potential for high-margin growth in this industry [1]