Alibaba Cloud AI Revenue Share Reaches 30% in Q4, Expected to Hit 50% Within One Year

According to Alibaba, disclosed during its Q4 FY2026 earnings call on May 13, AI-related products accounted for over 30% of Alibaba Cloud's external commercial revenue for the first time. The company's AI business achieved annualized revenue of 35.8 billion yuan (approximately $5.5 billion). Alibaba expects AI-related product revenue to surpass 50% of external commercial revenue within the next year, becoming the primary growth engine for Alibaba Cloud.
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