Skip to content
Northline Post.

AI & compute

Alibaba

NYSE: BABA · HKEX: 9988 · China

Alibaba appears here for its cloud business, not its marketplaces: it is China's largest AI compute provider, designs its own accelerators, and trains the Qwen models that most Chinese startups build on. The cloud line is the only part of the group that reads as a technology business rather than a retail one.

Northline Post publishes information and opinion, not investment advice. Nothing here is a recommendation to buy or sell any security. The author may hold positions in companies covered. Disclaimer