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Alibaba AI ARR to Exceed ¥30Bln! Can Capex Convert to Revenue Growth?
Alibaba jumped 8.2% as the Q4 earnings call quote "not a single GPU sits idle". Despite non-GAAP net income of just $86M for the quarter, markets are pricing the forward curve of AI ARR surpassing $30B by year-end and capex exceeding 380B yuan. How do you see it, and is the current level still worth chasing?
The only real question for whether this story holds: can the ¥380 billion capex be converted into revenue growth on time?
Do you believe in Alibaba’s transformation, and is this a good price to add to your position?
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