Yahoo Financeยท2025-09-29 08:42Group 1: Alibaba - Alibaba operates major e-commerce platforms in China, including Taobao and Tmall, and has a significant presence in international digital commerce through platforms like AliExpress, Daraz, Lazada, and Trendyol [3][4] - The company holds over one-third of China's cloud services market, making it the largest cloud provider in the country [3] - With a forward price-to-earnings ratio of approximately 24, Alibaba's valuation is favorable compared to U.S. AI leaders such as Amazon, Microsoft, and Nvidia [6] Group 2: CoreWeave - CoreWeave has established a first-mover advantage by creating a cloud platform tailored for generative AI, attracting notable customers and partners like Cloudflare, Google, and Mistral AI [7] - The company has secured contracts worth up to $22.4 billion with OpenAI and has a close partnership with Nvidia, which owns nearly 24.3 million shares of CoreWeave [8] - CoreWeave reported revenue of $1.2 billion in Q2 2025, representing a year-over-year growth of more than four times [8] Group 3: Comparative Analysis - Alibaba benefits from strong growth prospects due to its dominance in Chinese e-commerce and cloud services [9] - CoreWeave is experiencing significant growth driven by the booming AI sector [9]