Goldman Sachs Sell-side卖方

Alibaba Group (BABA) Alibaba Cloud APSARA Key Takeaways

Sep 22, 202611 pages页

From the report报告摘录AI Cloud Revenue & Margin Target: $100bn AI cloud revenue by 2030 (20% EBITA margin), driven by Qwen models, custom T-head silicon, and 20GW power capacity (2023 target), with $20-25bn capex funded by core businesses.

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