The bullish case for Alibaba Cloud
A user cites a roughly fivefold rise in Chinese models' token share on Vercel Gateway since June 30 and says analysts are pricing in about 50% year-over-year cloud growth for Alibaba.
TLDR
In a September 20 post, a user said Chinese models' token share on Vercel Gateway had grown roughly fivefold since June 30, when Alibaba's last reporting quarter ended. They described Alibaba Cloud as a primary cloud provider to most major Chinese AI labs and said analysts were pricing in about 50% year-over-year cloud growth. On September 25, the same user jokingly described their bullish stance as “peak $BABA copium.”
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The bullish case for Alibaba Cloud
A user cites a roughly fivefold rise in Chinese models' token share on Vercel Gateway since June 30 and says analysts are pricing in about 50% year-over-year cloud growth for Alibaba.
TLDR
In a September 20 post, a user said Chinese models' token share on Vercel Gateway had grown roughly fivefold since June 30, when Alibaba's last reporting quarter ended. They described Alibaba Cloud as a primary cloud provider to most major Chinese AI labs and said analysts were pricing in about 50% year-over-year cloud growth. On September 25, the same user jokingly described their bullish stance as “peak $BABA copium.”