Morgan Stanley Breaks Down China’s AI Computing Economics: Domestic Cloud Providers’ ROIC Can Reach 13%-20%, with Alibaba Cloud Holding the Greatest Advantage
Morgan Stanley research indicates that China's domestic cloud providers could achieve a return on invested capital (ROIC) of 13-20% from AI computing services. Alibaba Cloud is identified as having the most significant advantage in this sector due to its optimized infrastructure and cost efficiency. …