【AI Price Increase】Alibaba, Baidu Rally in Afternoon Session as Both Simultaneously Raise Prices on AI Computing Power and Storage Products by 30%

SocialAnxietyStaker · 2026-03-18T10:48:15+00:00

Alibaba and Baidu will adjust the prices of their AI computing power and storage products starting April 18, 2026, due to the surge in global AI demand and rising hardware costs. Alibaba Cloud will increase prices by up to 34%, while Baidu's prices will rise by approximately 5% to 30%. Alibaba's stock price once rose by 4.2%, and Baidu's stock price increased by 2.7%.

SocialAnxietyStaker

2026-03-18 10:48:15

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Alibaba (09988) The stock price surged by 4.2% in the afternoon, reaching a high of HKD 140.2. It is currently up 2.5%, at HKD 138, with a trading volume of HKD 13.63 billion. Alibaba Cloud announced that due to the explosive global demand for AI and rising supply chain costs, the procurement costs for core industry hardware have significantly increased. Starting April 18, prices for AI computing power, CPFS (Intelligent Computing Edition), and other services will be adjusted, with Alibaba Cloud’s AI computing power and storage products increasing by up to 34%.

Baidu (09888) Prices for Baidu Smart Cloud AI computing power, storage, and other products will also be increased, effective from April 18, 2026. The stock is currently up 2.7%, at HKD 122.4, with a trading volume of HKD 946 million.

Alibaba Cloud Computing Card Price Increase from 5% to 34%

Prices for Alibaba Cloud’s PanTuoGe ZhenWu 810E and related computing cards have increased by 5% to 34%. The price of CPFS (Intelligent Computing Edition) storage products has increased by 30%.

▲ 【AI+9988】Alibaba Stock Price Rises 4% in the Afternoon; Alibaba Cloud AI Computing Power and Storage Products Up to 34% in Price

According to reports, sources reveal that another major reason for the price hike is the “explosive increase in token usage.” Alibaba Cloud’s MaaS business experienced its highest growth rate from January to March this year. Alibaba Cloud is shifting its scarce AI computing resources toward token-related businesses.

Baidu: Significant Increase in Core Hardware Costs

Baidu states that due to the rapid development of global AI applications, demand for computing power continues to rise, and the costs of core hardware and related infrastructure have increased significantly. To ensure long-term stable operation and service quality, the company is making structural adjustments to the prices of some products.

AI computing power-related products and services: increased by approximately 5%-30%
Parallel file storage and others: increased by approximately 30%

Baidu also mentioned that products purchased before the effective date will not be affected during the current billing cycle. The new prices will take effect in subsequent renewal cycles. The company further stated that it will continue investing in infrastructure and platform capabilities to provide stable and high-quality services balancing performance and cost.

Source: Alibaba Cloud, Baidu Cloud

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