阿里集团CEO吴泳铭： AI基建投入资金已达1900亿

Odaily News: During the analyst conference call, when discussing future capital expenditure plans, Alibaba Group CEO Eddie Wu said that the three-year 380 billion yuan investment plan announced in February last year has seen cumulative investments reach 190 billion yuan by the end of the June quarter, with progress in line with expectations. Due to hardware delivery cycles, spending is not evenly distributed across quarters, reflecting greater volatility in equipment deliveries, along with rising chip component prices. Based on current data, given the average gross margin levels of AI products, capital expenditure (CapEx) can achieve a payback period within three years. If the gross profit margins of AI products continue to improve, this payback period could further shorten in the future. (Star Market Daily)