Alibaba Partners with China National Nuclear Power in $35.9 Million Venture
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy BABA?
Source: Benzinga
- Nuclear Power Partnership: Alibaba has established a joint venture worth 250 million yuan ($35.9 million) with China National Nuclear Power Co. and other partners to meet the massive electricity demand of AI data centers, thereby enhancing its competitive edge in global energy strategies.
- Big Tech Trend: This move mirrors a broader trend among global tech giants, as companies like Meta and Microsoft also pursue nuclear power agreements to secure clean electricity for data centers, driving industry transformation amid power constraints.
- Accelerated AI Strategy: Alibaba is doubling down on open-source development to accelerate its AI ambitions, with its Qwen model family surpassing 700 million downloads, boosting investor confidence and supporting recent growth in Alibaba Cloud investments.
- Cloud Computing Focus: Chairman Joe Tsai emphasized that Alibaba's monetization strategy relies on cloud infrastructure, as running AI models necessitates robust cloud services, thereby increasing demand for its cloud products and market share.
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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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