阿里巴巴周四公布的第二季度财报显示，公司净利润同比下降75%至10.5亿元1，这一业绩下滑主要源于其在人工智能基础设施领域的大幅增加投入1。尽管短期利润承压，该公司云计算和AI服务收入表现亮眼，增长45%至48.4亿元1，同期季度总收入增长9%至269亿元1。
为支撑这一战略转向，阿里巴巴资本支出同比增长75%至67.7亿元1。CEO吴泳铭表示，随着供应持续增加，AI和云收入增长将在未来季度进一步加速，同时盈利能力继续改善1。这一表态反映了公司对AI业务前景的长期看好。阿里巴巴此前宣布三年投入至少380亿元用于云计算和AI基础设施1，并设定了五年内AI和云收入达到100亿美元以上的目标1。
Alibaba reported a sharp decline in second-quarter earnings on Thursday, with net profit falling 75% to 1.05 billion yuan compared to 4.31 billion yuan in the same period last year, driven primarily by the company's substantial increase in AI infrastructure spending 1. Despite the profit contraction, the tech company's AI cloud computing and services revenue surged 45% to 4.84 billion yuan, while capital expenditures climbed 75% to 6.77 billion yuan 1. Overall quarterly revenue grew 9% to 26.9 billion yuan 1.
The company is prioritizing long-term growth in artificial intelligence and cloud services over near-term profitability. CEO Eddie Wu stated that "AI and cloud revenue growth will further accelerate in future quarters while profitability continues to improve" 1. Alibaba announced last year a commitment to invest at least 38 billion yuan over three years in cloud computing and AI infrastructure 1, with the goal of achieving over 10 billion dollars in combined AI and cloud revenue within five years 1.
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