Alibaba BABA Cloud's external revenues surged 45% year over year in the June quarter of 2026, the fastest growth in 22 quarters, reflecting robust demand for artificial intelligence (AI) infrastructure. AI Cloud and Compute Services revenues increased 45% to RMB48.4 billion ($7.14 billion), driven by compute, storage, Model-as-a-Service (MaaS) and AI applications. AI-related product revenues reached RMB12.4 billion, marking the 12th consecutive quarter of triple-digit growth. These products accounted for 35% of external cloud revenues, with an annualized revenue run rate exceeding RMB49.5 billion. Annual recurring revenues from model and application services, including MaaS, surpassed RMB16 billion as of August.
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