In the past year, Alibaba Cloud has continued to reduce prices and open source
In the past year At this year’s Yunqi Conference, Alibaba Cloud announc that the prices of the three Tongyi Qianwen main models on the Bailian platform have been r uc again. The price of Qwen-Turbo has dropp by 85% to as low as 0.3 yuan per million tokens, and the prices of Qwen-Plus and Qwen-Max have been r uc by 80% and 50% respectively.
Because before this, Baidu has announc that its two main models, ERNIE Spe and ERNIE Lite, will be completely free. Byt ance’s Doubao model announc a price cut, and Tencent’s Hunyuan model also had a price cut.
Regarding the price war
Alibaba executives said at the earnings vp technical email lists conference, “This is a means of user growth or user acquisition. The demand for AI is still in its early stages. In this field, we will continue to price these products from the perspective of expanding our user base.”
At the same time, Alibaba Cloud’s profits have increas , but the proportion is still less than 10%. And Alibaba Cloud’s revenue growth in recent quarters has been in the single digits. It should be not that Amazon’s cloud computing scale is 6.5 times that of Alibaba Cloud, and the growth rate is still as high as 19%. But even if the profit margin is not high and the revenue growth has not kept up with the international mainstream cloud vendors.
Alibaba Cloud has decid not to live within its means
An start capex regardless of gains and turn lead into gold with lead generation losses (it can’t be compar with Meta, a card buying maniac. Compar with itself, more than 50 billion in 2024 is already a huge investment).
In addition to Alibaba Cloud’s Tongyi big model, half of China’s big model companies run on Alibaba Cloud.
A large number of leading companies and institutions such as Baichuan Intelligence
Zhipu AI, Zero One Everything, Kunlun In the past year Wanwei, vivo, and mobile lead Fudan University all train big models on Alibaba Cloud.
JD.com, which has a slower pace, has also launch the JD Cloud Yanxi model to assist users in marketing scenarios, corporate office scenarios, and R&D scenarios.
