Ali Wu Yongming: AI computing power, Capex's return on investment is very deterministic, and Capex's investment will pay back within three years

In comparison, Alibaba Group released financial results for the first quarter of the 2027 fiscal year. In the analysts' conference call, Group CEO Wu Yongming said that the return on Capex investment in AI computing power is very high, and Capex investment can be paid back within three years. Considering that the gross margin of AI-related products is still increasing, it is expected to be reduced to 2.5 years or even 2 years in the future.

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