On August 20, Alibaba Group unveiled its financial results for the first quarter of the 2027 fiscal year. During the analyst conference call, Group CEO Wu Yongming emphasized the high certainty of return on investment (ROI) for capital expenditures (Capex) in AI computing power, noting that investments are projected to yield returns within three years. Considering the ongoing enhancement in gross profit margins for AI-related products, it is anticipated that the payback period will further shorten to 2.5 years or even as little as 2 years in the foreseeable future. In this particular quarter, Alibaba witnessed a comprehensive acceleration in the commercialization of AI, with external commercial revenue from Alibaba Cloud surging by 45%, and revenue from AI-related products experiencing triple-digit year-on-year growth for twelve consecutive quarters.