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Baba has priority deal access into leading AI companies in china
Investor summaryBullish
BABA secures priority investments in top Chinese AI startups like Moonshot and MiniMax, alongside 38% Y/Y cloud growth.
Bull points
- BABA has the clout to secure priority investments in highly sought-after, leading Chinese AI startups.
- Investments in companies like Moonshot AI and MiniMax will yield meaningful returns as they capture market share.
- Alibaba Cloud is experiencing strong momentum with a 38% year-over-year growth rate.
BABAAI 资本开支
Post body
It's hard to get access to hot leading AI companies for investment but BABA has the clout to do so, and returns will be meaningful as these companies grow and take market share. China is a big market.
Moonshot AI/Kimi - $800M for 36%
MiniMax - $600M Round (now at $2B)
Baichuan AI, Zhipu AI / Z .ai
Cloud is growing at 38% Y/Y
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