Alibaba exec warns of overheating AI infrastructure market

Joe Tsai says speculative datacenter builds could exceed actual demand Alibaba is warning of a datacenter spending "bubble" amid the rush to build infrastructure in anticipation of an AI feeding frenzy.…

Mar 25, 2025 - 15:02
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Alibaba exec warns of overheating AI infrastructure market

Joe Tsai says speculative datacenter builds could exceed actual demand

Alibaba is warning of a datacenter spending "bubble" amid the rush to build infrastructure in anticipation of an AI feeding frenzy.…