第一财经·2025-07-14 14:30Core Viewpoint - Alibaba Cloud is at a pivotal moment in its international business, marking its first decade of global operations, with a strong emphasis on strategic investments and expansion in overseas markets [1][2]. Group 1: Progress and Growth - Alibaba Cloud operates in 29 regions with 89 available zones, serving approximately 5 million customers globally, and has seen its overseas market scale grow over 20 times in the past five years [2][3]. - The company has recently launched new data centers in Mexico, Thailand, South Korea, and Malaysia, aiming to enhance its global cloud computing network [3][5]. Group 2: Demand and Infrastructure - The acceleration in opening overseas data centers is driven by increasing customer demand for cloud resources and AI products, as well as a commitment to long-term service capabilities [4][5]. - The company is focused on building a robust infrastructure to support its international clients, with plans for more data centers to facilitate growth [5]. Group 3: Client Engagement and Trust - Alibaba Cloud has established partnerships with major global companies such as the International Olympic Committee, LVMH, SAP, and BMW, demonstrating its ability to meet high standards and build trust over time [6][7]. - The selection criteria for cloud service partners by top global companies include product technology capabilities, global infrastructure, and sustainability [7]. Group 4: Industry Focus and AI Integration - The company targets six key industries: Internet, finance, retail, manufacturing, media, and cultural tourism, leveraging its digital transformation expertise [8]. - There is a growing demand for AI solutions, with predictions indicating a significant shift towards cloud and AI integration in the coming years [9][10]. Group 5: Emerging Markets and Localization - Key emerging markets for Alibaba Cloud include Asia, Latin America, and the Middle East, with a focus on establishing local data centers and partnerships [12][13]. - The company emphasizes localization by building local teams and service systems, with over 60% of employees in some regions being local [14]. Group 6: Future Investment Plans - Over the next 3-5 years, Alibaba Cloud plans to enhance its AI capabilities, expand its global infrastructure, and strengthen local ecosystems [15]. - The company aims to maintain a long-term investment approach in global markets, focusing on compliance, infrastructure, and collaborative AI services [15].