Alibaba's Wu Yongming: AI Computing Power Capex Investment Return Certainty Is Very High, Capex Payback Within Three Years

On August 20, Alibaba Group released its first-quarter financial report for fiscal year 2027.

During the analyst conference call, Group CEO Wu Yongming stated that the return certainty of AI computing power Capex investment is very high, with Capex payback achievable within three years. Given that gross margins for AI-related products are still improving, the payback period is expected to shorten to 2.5 years or even 2 years in the future. (36Kr)

[TechFlow]