Alibaba
Alibaba's AI pays in the cloud and costs in the apps
- Revenue, 2025
- $148.4B
- Employees
- 251,462
- Industry
- Services-Business Services, NEC (SIC 7389)
- Institutional holders
- 1,219 at 30 Jun 2026 (1,348 the quarter before)
- SEC number
- 1577552
- LEI
- 5493001NTNQJDH60PM02
Source: SEC EDGAR filings and company facts, SEC Form 13F; checked 27 Oct 2026
Alibaba runs the full AI stack: its own chips, its own cloud, the Qwen models and the largest Chinese marketplaces. In fiscal 2026 the cloud side started earning; the consumer and model side is still burning cash.
Alibaba is a Chinese multinational technology company in e-commerce, headquartered in Binjiang District, founded in 1999.
Source: Wikidata
Source: Seeking Alpha, Alibaba March quarter and fiscal 2026 results
Source: SEC EDGAR
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