Hexun Investment Advisor Wei Yugen: Alibaba Cloud Price Increase Leads to a Significant Rise in the Computing Power Sector

SadMoneyMeow · 2026-03-18T05:56:51+00:00

Alibaba Cloud will raise prices due to surging global AI demand and rising supply chain costs. Its Pingtoou AI chips will see a 34% price increase, while storage products will rise 30%. The future cost of renting Alibaba Cloud services and calling tokens will increase. Currently, computing power leasing and data center development are showing strong momentum.

SadMoneyMeow

2026-03-18 05:56:51

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On March 18, Wei Yugen from Hexun Investment Advisory stated that Alibaba Cloud has also increased prices due to the surge in global AI demand and supply chain price hikes. Alibaba Cloud’s chip cards have increased by up to 34%, and storage products by 30%. In the future, renting Alibaba Cloud and using its tokens will become more expensive. Currently, tokens are equivalent to money. Alibaba Cloud’s usage from January to March hit a record high. Today, Zhipu AI and Mini Max surged again, with compute leasing and data centers also rising sharply. These areas are now considered relatively certain main trends.

(Edited by: Zhao Yanping HF094)

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