Alibaba, Baidu, Kuaishou Address Mounting AI Costs as Competition Intensifies
THE SO WHAT
When Alibaba, Baidu, and Kuaishou are publicly talking about AI cost pressure, it’s a clear signal that even national champions are feeling GPU, power, and inference burn. If your AI roadmap assumes perpetually cheaper unit economics, start modeling scenarios where compute and model spend stay elevated for 12–24 months and prioritize use cases with direct revenue or margin impact.
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