3 6 Ke·2025-11-13 02:27Core Insights - The article highlights Alibaba Cloud's strategic shift during the Double 11 shopping festival, focusing on promoting its AI capabilities rather than traditional consumer sales [2][3] - The significance of Double 11 has evolved from a consumer-centric event to a platform for observing market trends, technological advancements, and ecosystem changes in the AI landscape [2][3] Group 1: Market Confidence and AI Integration - In the first hour of Double 11, Alibaba Cloud achieved orders exceeding "tens of millions" from distribution partners, indicating growing market confidence in AI solutions [5] - The cloud computing sales logic has fundamentally changed in the AI era, with customers increasingly seeking AI solutions rather than just cloud resources [6] - Alibaba Cloud is transitioning from a "transactional partner" model to a "service-oriented partner" model, emphasizing the need for partners to possess comprehensive service capabilities [6][7] Group 2: Partner Ecosystem and Transformation - Alibaba Cloud's ecosystem strategy includes clearer revenue-sharing mechanisms for AI products and increased resource investment in core partners [7] - Partners that adapt quickly to AI integration often have a clear AI strategy at the CEO level and a background in managed service provision [8] - The ecosystem is evolving with both existing partners restructuring and new AI-native partners emerging, creating a dual-track growth model [9] Group 3: Full-Stack AI Capabilities - Alibaba Cloud is one of the few global companies with full-stack AI capabilities, providing a robust foundation for advanced AI applications [11] - The value of full-stack AI is exemplified in various industries, such as satellite communication and education, where it enhances operational efficiency and service delivery [12][15] Group 4: Localized Operations and Last-Mile Delivery - Alibaba Cloud is focusing on localized operations to ensure successful AI implementation, with partners categorized as either "designers" or "construction teams" [20] - The recent advertising campaigns in key cities reflect Alibaba Cloud's commitment to extending digital and intelligent solutions across China [17][20] Group 5: Double 11 as an AI Catalyst - This year's Double 11 serves as a pivotal moment for businesses to engage with AI technologies, marking a shift from consumer-focused promotions to enterprise-level AI adoption [21][22] - The event symbolizes the launch of China's AI industrial engine, with Alibaba Cloud facilitating the integration of AI into everyday business operations [23][24]