ClickHouse Appoints Former Snowflake CFO Mike Scarpelli to Board

Alibaba Group's external cloud revenue growth reached a multi-year high in the June quarter, with AI-related product revenues sustaining triple-digit year-over-year growth for 12 consecutive quarters and now representing more than a third of external cloud revenues. At its September 2026 Apsara Conference, Alibaba outlined its next-generation Qwen roadmap, confirming that its upcoming Qwen 4 model is already in training, with future Qwen 4.5 and Qwen 5 versions projected to scale toward 5-10 trillion parameters, and introduced a new proprietary AI chip alongside an agentic cloud architecture and a mobile AI agent platform. For its first-quarter fiscal 2027, Alibaba reported sharply higher capital expenditure year over year as it continues drawing down a previously announced three-year AI infrastructure investment plan, with a meaningful portion of that multi-year budget already deployed. Management guided that cloud revenue growth is expected to keep accelerating in coming quarters, with EBITDA margins expanding sequentially, and reiterated a longer-term ambition of a much larger external cloud revenue base with materially higher margins by decade's end, while its Model-as-a-Service annualized revenue run rate is targeted to roughly double by fiscal year-end. The Zacks Consensus Estimate for fiscal 2027 earnings is pegged at $6.87 per share, implying 76.61% year-over-year growth, even as BABA shares have plunged 18.6% year to date, underperforming the Zacks Internet – Commerce industry's 3.4% growth and the Retail-Wholesale sector's 1.4% decline.

WisdomAI announced that its Agentic Analytics platform is now embedded natively in Teradata's new agentic coworker for enterprise data work, Tera, available within Teradata's Autonomous Knowledge Platform in the fall of 2026. The integration brings WisdomAI's deterministic agentic analytics platform to Teradata's enterprise customers, letting business users talk to their data in natural language, build live apps from a single prompt, and deploy proactive AI agents that monitor KPIs, surface root causes, and drive the next action across structured, semi-structured, and unstructured data alike. Inside Tera, WisdomAI executes every query directly on Teradata's governed data foundation, with security, lineage, and access controls fully intact, making over 95% accurate agentic BI viable on the regulated, high-performance workloads that have historically been off-limits to AI-driven analytics. The integration also brings WisdomAI together with Tera Context Engine, which gives agents governed business context including industry data models, canonical metrics, business logic, lineage, and policies. The integration will be generally available with the Teradata Autonomous Knowledge Platform on Teradata Cloud in the fourth quarter of 2026, with availability on Teradata Factory to follow.