What happened in China Alibaba's Cloud Intelligence Group posted revenue of RMB 43.28 billion ($6.19 billion) in the December quarter, up 36% year-over-year. That number alone is notable. What makes it strategically significant is the engine underneath: AI-related product revenue recorded triple-digit growth for the tenth consecutive quarter. This is not a one-cycle spike driven by a single model launch or a wave of speculative enterprise trials. Ten consecutive quarters of triple-digit AI product growth is a compounding infrastructure story — one that reflects sustained enterprise adoption, not hype. The broader group context matters too. Alibaba's total revenue grew 9% year-over-year on a like-for-like basis to RMB 284.84 billion ($40.73 billion). Cloud is growing at four times the group rate. The centre of gravity inside Alibaba is shifting, and it is shifting toward the division that competes most directly with AWS, Azure, and Google Cloud for global enterprise workloads.…