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BTCC / BTCC Square / Global Cryptocurrency /
BABA vs. AMZN: Wall Street Weighs AI Upside in Cloud Computing Titans

BABA vs. AMZN: Wall Street Weighs AI Upside in Cloud Computing Titans

Author:
Global Cryptocurrency
Published:
2025-10-10 06:27:02
20
2
BTCCSquare news:

Alibaba's 108% year-to-date surge reflects aggressive AI infrastructure investments, including a pivotal Nvidia partnership and a planned $53 billion budget expansion. Amazon maintains parallel dominance in cloud-driven AI, though analyst consensus tilts toward BABA's valuation discount.

Erste Group's upgrade underscores Alibaba's monetization of AI through cloud services, while Amazon leverages deeper enterprise penetration. Both stocks hold 'Strong Buy' ratings, but Alibaba's lower multiple presents clearer upside in the NEAR term.

|Square

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