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.…

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.…