Huge win for Alibaba & Qwen team. iPhone still dominates China’s high end phone mkt so customers are higher spending types that could put more $ toward Alicloud.
What changed
Ali provides the infrastructure needed to support 200m apple users. None of the startups can do that for Apple. — via @tphuang
Why it matters
Ali provides the infrastructure needed to support 200m apple users. None of the startups can do that for Apple. — via @tphuang
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Aug 09, 2026 10:37 AM ET