Alibaba's Future Cloud Competition Risk

26 days ago

Speaker

"Great comment here on Alibaba. I said it's an AI stock and the response was it is a cloud stock and they are building the infrastructure of the future. I cannot disagree on that. However, I'm just wondering who will be able to build the same cloud five years from now. Will there be competition? I have no idea. So, I'm just saying for me it's risky and I see a lot of players building it around the world. For now, it's going well."

The speaker discusses Alibaba, contrasting its portrayal as both an AI and a cloud stock. While acknowledging the company's role in building future infrastructure, he expresses uncertainty about its ability to maintain a competitive edge in cloud services over the next five years, labeling the investment as risky amidst increasing global competition.

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