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<Research>BOCI: Mkt Experts Predict BABA-W Cloud Revenue to Surge 33%+ This Yr
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A China cloud computing industry expert meeting was held on February 3 to discuss key topics like the outlook for the domestic cloud market size and growth rate by 2026, the global competitive landscape of domestic cloud vendors, AI integration progress, and BABA-W (09988.HK) cloud business and capital expenditure outlook for the 2026 calendar year, according to BOCI's research report. Experts estimated that the Chinese cloud computing industry market size would grow by 20-30% YoY to RMB450-500 billion by 2026, with AI cloud contributing the largest increment (AI cloud market size expected to double YoY to RMB100 billion by 2026). Regarding BABA-W's cloud revenue for the 2026 calendar year, experts predicted it to soar by over 33% YoY to around RMB200 billion, with external and overseas cloud revenue growth outpacing internal and domestic cloud revenue growth. AAStocks Financial News |
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