Alibaba and Siemens Expand Collaboration on AI and Simulation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 24 2026
0mins
Should l Buy BABA?
Source: seekingalpha
- Collaboration Expansion: Alibaba and Siemens are deepening their partnership by integrating Siemens' simulation portfolio with Alibaba Cloud's advanced computing capabilities to provide Infrastructure-as-a-Service (IaaS) in China, enabling customers to run complex simulations more efficiently.
- Cloud Solution Deployment: Siemens plans to deploy its cloud-enabled Computer-Aided Engineering (CAE) solutions on Alibaba Cloud, offering scalable simulation environments and high-performance computing clusters, which will significantly enhance engineering teams' operational efficiency.
- AI-Driven Engineering Workflows: The companies are exploring how Alibaba's Qwen large language models can support AI-driven capabilities in Siemens' product lifecycle management software, opening new possibilities for intelligent product development and driving engineering innovation.
- Significant Market Potential: Alibaba Group Chairman Joe Tsai highlighted that the global economy is valued at $110 trillion, with nearly $50 trillion tied to white-collar knowledge workers, indicating that virtual knowledge workers could disrupt or enhance a total addressable market larger than any other industry combined.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 123.730
Low
180.00
Averages
203.09
High
230.00
Current: 123.730
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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