# Cloud%20Computing
Latest news and articles about Cloud%20Computing
Total: 123 articles found
Alibaba’s T-Head Unveils Zhenwu Chip Roadmap to Power the Rise of AI Agents
Alibaba's T-Head has announced the Zhenwu V900 and J900 chip series, scheduled for release over the next two years. These processors are designed to provide the massive computing power required for the 'Agentic AI' era, focusing on autonomous enterprise applications.
Tencent Cloud Bets on ‘AI Agents’ to Simplify the Enterprise Data Maze
Tencent Cloud has released DataBuddy, an AI-powered agent workbench that simplifies the entire big data lifecycle through natural language commands, signaling a shift toward 'AI-native' enterprise cloud services in China.
Silicon Diplomacy: Lisa Su Charts AMD’s Path Through China’s AI Evolution
AMD CEO Lisa Su visited Shanghai to reinforce the company's commitment to China, predicting 5 billion daily AI users by 2030. The visit highlighted a shift toward 'AI Agents' and a more balanced CPU-to-GPU ratio in data centers, while local experts noted that hardware constraints are forcing Chinese developers to focus on extreme engineering efficiency.
Baidu’s Turning Point: AI Revenue Surpasses 50% as the 'Daily Active Agent' Era Begins
Baidu's Q1 2026 results show AI revenue surpassing 50% of its core business for the first time, signaling a successful transition to an AI-first growth model. CEO Robin Li is championing 'Daily Active Agents' (DAA) over 'Tokens' as the new industry standard, emphasizing functional utility and enterprise integration over raw computational scale.
Sovereign AI: China Unicom Unveils All-Domestic Tech Stack to Shield Shanghai’s Digital Future
China Unicom has launched a full-stack domestic AI infrastructure in Shanghai, integrating locally made chips, models, and cloud services. The move aims to achieve technological autonomy and provides a commercial framework for enterprise AI adoption through tiered services and a dedicated 'Agent Supermarket.'
The Central Bank of AI: China Mobile’s Play to Standardize the Token Economy
China Mobile has launched a state-led 'Token Operations Ecosystem' alongside tech giants like Huawei and Alibaba to standardize AI resource consumption. The initiative treats AI tokens as a 'universal currency' to integrate computing power, models, and applications across China's digital economy.
Shanghai’s New AI Marketplace: China Telecom Bridges the Gap Between Big Tech and Industrial Scale
Shanghai Telecom has launched the Zhiyun Shanghai AI Store, a centralized service portal designed to scale AI adoption across 2,000 enterprises by year-end. The initiative bridges state infrastructure with private sector innovation from Alibaba and ByteDance to foster a collaborative industrial ecosystem.
Alibaba’s Great Pivot: Sacrificing Retail Riches for the AI Promised Land
Alibaba is undergoing a high-stakes transition, sacrificing the profit margins of its core e-commerce business to fund a massive expansion into Cloud and AI. While annual profits dropped 19%, the market responded positively to the triple-digit growth in AI services and the CEO's vision of a 'positive commercialization cycle' for the company's tech stack.
Alibaba’s War of Attrition: Trading Retail Margins for an AI Future
Alibaba's FY2026 results show a dramatic drop in net profit as the company shifts resources from retail subsidies to massive AI infrastructure investment. Head of Commerce Jiang Fan is pivoting from a growth-at-all-costs defensive strategy to operational efficiency in retail to fund CEO Wu Yongming’s $100 billion AI revenue goal.
The Great Pivot: Alibaba’s Multi-Billion Dollar Bet on the AI ‘Manufacturing’ Model
Alibaba is undergoing a structural shift from a digital marketplace to a heavy-asset 'AI manufacturing' model, committing over 380 billion RMB to build massive training and inference 'factories.' Despite significant cash flow pressure, the company is betting that first-mover advantages in physical AI infrastructure and self-developed silicon will secure long-term dominance in the intelligence economy.
Alibaba’s AI Gambit: Turning the “Manufacturing” of Intelligence into a Multi-Billion Dollar Engine
Alibaba has officially entered a profitable phase for its AI investments, reporting an annualized recurring revenue of 35.8 billion RMB for AI products. CEO Eddie Wu signaled a massive infrastructure push, suggesting capital expenditures could exceed $52 billion over three years to build the 'factories' of the AI era.
Microsoft’s Pivot: Scouting for a ‘Post-OpenAI’ Future
Microsoft is actively scouting AI startups and talent to reduce its reliance on OpenAI and develop its own proprietary frontier models by late 2025. This strategic shift follows a period of regulatory caution, illustrated by the abandoned acquisition of the code-generation startup Cursor.