Alibaba (BABA) CEO says its ability to supply AI demand is not able to keep up with all the growth in demand; rapid grown in model-as-a-service business will have a very positive impact on gross profit margin over the next few quarters

Alibaba's CEO highlights a mismatch between AI demand growth and their supply capabilities, indicating potential for missed opportunities in the short term.

Newsquawk StaffPublished 13 May 2026, 12:19 UTCOn the live feed at 11:59 UTC — 8 more headlines followed before this page went public

Newsquawk headlinesUTC

12:02

US and China are said to be weighing tariff cuts on USD 30bln of imports, Reuters sources say; Presidents Trump and Xi are to discuss managed trade push in Beijing; US reportedly shifts its focus to numerical trade targets over model reform

12:00

OPEC MOMR (Apr – Does not incorporate UAE leaving): In April, crude oil production by countries participating in the DoC decreased by 1.74mln BPD M/M to average about 33.19mln BPD, according to available secondary sources

11:59

Alibaba (BABA) CEO says its ability to supply AI demand is not able to keep up with all the growth in demand; rapid grown in model-as-a-service business will have a very positive impact on gross profit margin over the next few quarters

11:58

US PRE-MARKET MOVERS: NVDA, MU, BABA, NXT, NBIS, SATS, WIX

11:51

[UPDATED] PREVIEW: Trump-Xi Summit to take place in Beijing on May 14th-15th - REFILE

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Try the platform free

Free. No signup, no card.

Context

However, the rapid expansion of their model-as-a-service could result in significant improvements to gross profit margins in the near future. This suggests a strong outlook for profitability, especially as they adapt to market demands, which could positively influence investor sentiment towards the stock.

All markets · last 90 days

Recent headlines that moved markets

EQUITIES/8 Sept · 05:24 UTC

Saudi Energy Minister says a number of energy facilities and utilities were hit; are temporarily halting some operations.

Equity indices, after we published−0.3%

Modest downside seen across equity futures as energy prices tick higher.

ENERGY/8 Sept · 05:23 UTC

Saudi Energy Minister says a number of energy facilities and utilities were hit; are temporarily halting some operations.

Brent Nov'26, after we published+1.0%

ENERGY/3 Sept · 08:03 UTC

Russian President Putin says that Russia and Ukraine should agree first; he notes that there is an opportunity to reach a peace agreement.

with Brent Nov, after we published−1.3%

EQUITIES/3 Sept · 04:54 UTC

North Korea stripped references to "peaceful unification" with South Korea from the charter of its ruling Workers' Party of Korea, according to Yonhap.

Equity indices, after we published−3.3%

EQUITIES/1 Sept · 16:17 UTC

Initial reports of an American attack on Iran, reports i24's Stein.

ES, after we published−0.2%

ENERGY/1 Sept · 16:17 UTC

Initial reports of an American attack on Iran, reports i24's Stein.

- Brent (V6), after we published+1.2%

Newsquawk Daily

Get both market opens in your inbox.

This note and the other one — the EU open and the US open, every business day, written by the desk. No account needed.

Related headlines

The whole workspace, free to try.

© 2026 Newsquawk. All rights reserved.