At Alibaba’s FY2027 Q1 earnings call, CEO Wu Yongming said AI compute capex has very high return certainty and can pay back within three years; rising gross margins on AI-related products could shorten payback to about 2.5 years or even two years.

2026-08-20

At Alibaba’s FY2027 Q1 earnings call, CEO Wu Yongming said AI compute capex has very high return certainty and can pay back within three years; rising gross margins on AI-related products could shorten payback to about 2.5 years or even two years.