Xuan Gu Bao·2026-01-29 23:27Group 1 - Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion to 480 billion over the next three years, as indicated by a source [1] - Alibaba Cloud holds the largest market share in the AI cloud sector, benefiting from strong model capabilities, extensive computing power layout, and a wide range of high-stickiness customers, which enhances its pricing autonomy [1] - Recent price increases by overseas cloud providers are attributed to supply-demand imbalances, with AI-driven demand surging and exceeding current computing supply capabilities, prompting upstream cloud providers to increase hardware procurement and network infrastructure investments [1] Group 2 - In the domestic market, the competitive advantage of leading cloud providers like Alibaba Cloud is becoming more pronounced due to the technological drive of large AI models, leading to increased industry concentration and an optimized competitive landscape [1] - The rapid expansion of demand, coupled with tight chip resource supply and evolving pricing trends in the international cloud market, is expected to drive a revaluation of the domestic cloud service market, balancing costs and resource allocation [1] - A subsidiary of Hangzhou Steel Group has signed a data center agreement with Alibaba Cloud, indicating collaboration in the cloud computing space [1]