Alibaba Group Holding Ltd ADR

BABA: XNYS (USA)

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Alibaba: Increasing Investment as AI Infrastructure Demand Exceeds Expectations; Valuation Rises 49%

Chelsey Tam

Sep 26, 2025

Alibaba will increase capital expenditure beyond the committed CNY 380 billion as AI infrastructure demand is exceeding expectations. It anticipates its global data center energy use to be 10 times above the 2022 level by 2032 and will partner with Nvidia to build physical AI capabilities.

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Alibaba Group Holding Ltd ADR

Alibaba: Increasing Investment as AI Infrastructure Demand Exceeds Expectations; Valuation Rises 49%

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