1. Alibaba is seeking Nvidia's H200 AI chip for expansion in AI. 2. U.S. export approval may enhance Alibaba's AI capabilities.
FAQ
Why Bullish?
Acquisition of advanced AI chips could fuel Alibaba's growth, similar to past tech advances.
How important is it?
Interest in AI tech signifies Alibaba's commitment to innovation and market leadership.
Why Long Term?
Investing in AI capabilities positions Alibaba for sustained competitive advantage over time.