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Alibaba Revenue Tops Estimates on Cloud, AI Growth
Bloomberg Television· 2025-11-25 14:44
How did Baba do it, Tom. Where did it where did it exceed expectations. Yeah.Vonnie, an interesting time because we talk about those tensions between Japan and China and the moves by President Trump to secure the lead that the US currently has when it comes to A. I. because Alibaba really is a litmus test in terms of how far and how effectively China is particularly pushing the adoption, as well as the innovation around AI's.The top lines of revenue. Yes, it was a beat. E-commerce was also a big for Alibaba ...
What CoreWeave's new $6.3 billion contract with Nvidia says about the AI trade
MarketWatch· 2025-09-15 18:05
Core Perspective - The deal provides reassurance to CoreWeave investors amid concerns regarding the company's high customer concentration and intense competition in the cloud services market [1] Company Summary - CoreWeave is facing challenges due to a heavy reliance on a limited number of customers, which poses risks to its revenue stability [1] - The competitive landscape for cloud offerings is becoming increasingly fierce, necessitating strategic moves to maintain market position [1]