Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?

Key Takeaways Alibaba's Cloud Intelligence revenues rose 26% y/y to RMB 33.4B in Q1 FY26.AI-driven product revenues marked the eighth straight quarter of triple-digit growth.CapEx hit RMB 38.7B, with over RMB 100B invested in AI and cloud over the past year.Alibaba (BABA) is riding a powerful wave of growth in its Cloud Intelligence segment. In first-quarter fiscal 2026, this unit emerged as the company’s fastest-growing business, rising 26% year over year to RMB 33.4 billion ($4.66 billion). Notably, AI-dr ...