China's enterprise-level AI market is currently experiencing a structural shift, transitioning from a phase of "model exploration" to "cloud-based practical deployments." In this evolving landscape, Alibaba stands out as a potential major beneficiary. On November 27, Morgan Stanley unveiled its CIO survey report for the second half of 2025. The report highlights that, with IT budgets projected to continue growing in 2026, corporate clients are swiftly realigning their generative AI deployment strategies. They are moving away from independent model developers and turning towards hyperscale cloud providers that offer comprehensive, full-stack capabilities.
