阿里云:季度营收增34%至398.24亿元,AI收入连续9个季度三位数增长
Xin Lang Ke Ji·2025-11-25 11:20

Group 1 - Alibaba Group reported a quarterly revenue growth of 34% for Alibaba Cloud, reaching 39.824 billion yuan, driven by AI demand and public cloud revenue growth, marking a record high in growth rate [1] - AI-related product revenue has achieved triple-digit year-on-year growth for nine consecutive quarters, solidifying Alibaba Cloud's leading position in the AI cloud market, with its market share exceeding the combined total of the second to fourth competitors [1] - The latest Qwen3-Max model has outperformed competitors like GPT-5 and Claude Opus 4, ranking among the top three globally, establishing full-stack AI technology as a key competitive advantage for Alibaba Cloud [1] Group 2 - Alibaba Cloud continues to enhance its full-stack AI capabilities, developing a complete technical system from cutting-edge AI foundational models to high-performance AI infrastructure [1] - The company has seen continuous market share growth in various sectors, including government and enterprise markets, financial cloud, and hybrid cloud [1] - Alibaba Cloud has formed AI partnerships with globally recognized companies such as the NBA, Marriott, China UnionPay, and Bosch, accelerating the implementation of AI at scale [1] Group 3 - Alibaba Cloud's international business is gaining momentum, operating 91 availability zones across 29 regions globally, with new data centers announced in Brazil, France, and the Netherlands [1] - The global expansion strategy is entering a harvest phase, with Singapore's national AI plan adopting its open-source ecosystem to build a multilingual model for Southeast Asia [1] - The company is also extending its AI capabilities to the AI-to-C market, launching the "Qianwen" project to create a personal AI assistant based on the Qwen3 model, which has already surpassed 10 million downloads within a week of its public beta release [2]