Last mentioned: Mar 19, 2026
Structural Split
Alibaba officially announces the separation of AI businesses from the cloud computing arm.
Token Hub Launch
Alibaba Token Hub is introduced to consolidate the group's AI strategy.
Price Hikes
Alibaba Cloud raises AI computing prices by up to 34% to offset hardware costs.
Alibaba reported a significant 66% drop in net income for the December quarter, missing revenue estimates as the company aggressively pivots toward artificial intelligence. Despite the bottom-line pressure, the Chinese tech giant continues to ramp up capital expenditure to compete with global AI leaders.
Alibaba is realigning its artificial intelligence roadmap to prioritize AI agents designed to unify its diverse business ecosystem. As part of this shift, the company is decoupling its AI operations from its core cloud computing division to accelerate specialized development and address rising hardware costs.