PYMNTS.comยท2025-09-21 23:03Core Insights - Alibaba is shifting its focus from eCommerce to artificial intelligence (AI), with significant investments aimed at becoming one of the world's largest companies [2][3] - The company plans to invest $53.42 billion in AI and cloud infrastructure over the next three years, with over $14 billion already spent in the past year [3] - Alibaba's market capitalization could potentially reach $1 trillion, increasing from its current level of less than $400 billion [3] Investment Activities - In the last three years, Alibaba has participated in deals worth more than $3.3 billion, including investments in AI model startups and robotics [2] - The company is positioning itself as China's most aggressive AI investor, with spending levels that rival those of major U.S. tech firms [3] Revenue Growth - AI products have driven double-digit revenue growth for Alibaba, with the cloud division experiencing a 26% year-over-year revenue increase [4] - AI-related revenue accounted for over 20% of revenue from external customers during the last quarter, indicating strong demand for AI applications [5] Market Trends - There is a growing trend among companies to adopt AI, with over 80% of CFOs at large companies either using or considering the use of AI [6]