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Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildout

Alibaba Group Holding Ltd. Chairman Joe Tsai warned of a potential bubble forming in data center construction, arguing that the pace of that buildout may outstrip initial demand for AI services.

Bisnow · 17h

Alibaba Head Sees AI Bubble Forming, 'Astounded' By Size Of U.S. Data Center Investment

Billionaire Joe Tsai said the level of speculative data center development was worrying as more than $1T flows to the sector in the U.S. alone.

MarketWatch on MSN · 10h

Alibaba’s chairman is the latest to warn of an AI bubble. Is that a problem for Nvidia?

Alibaba-backed Ant Group said it used Chinese-developed chips to train AI models at a 20% lower cost and with similar results to what Nvidia Corp. chips for the

6hon MSN

Alibaba Teams Up With BMW to Develop AI for Cars in China

Alibaba Group Holding Ltd. and BMW AG will team up to produce AI for cars in China, as the tech giant looks to monetize its ...

Jim Cramer Warns Against AI Compute Cutbacks After Alibaba's Joe Tsai Calls Data Center Boom A Bubble: 'It Would Be Horrendous'

Jim Cramer issued a warning on X about potentially reducing U.S. computational capabilities for artificial intelligence. Responding to comments by Alibaba Group Holding Ltd. Chairman Joe Tsai about a ...

China Daily58m

BMW integrates Alibaba's AI in cars

BMW announces its deal with Alibaba for its AI large language model on March 26, 2025. [Photo provided to chinadaily.com.cn] ...

4hon MSN

BMW and Alibaba deepen strategic partnership to develop AI for cars in China

BMW Group ( OTC:BMWKY) and Alibaba ( NYSE: BABA) on Wednesday reported an expanded strategic partnership in China, ...

Alibaba Chair Says Business Entrepreneurs 'More Confident' After Meeting With Xi Jinping In January, Signals Hiring Boost

Alibaba Group Holding Ltd. Chairman Joe Tsai announced Tuesday the company will resume hiring, signaling growing confidence ...

1don MSN

Presidente de Alibaba advierte de “burbuja” en centros de datos para IA

Joe Tsai, presidente de Alibaba Group Holding Ltd. advirtió de una posible burbuja en la construcción de centros de datos, ya ...

57m

BMW forms partnership with Alibaba on integrating AI into auto vehicles, a move exemplifying win-win cooperation: expert

A signing ceremony between BMW Group China and Alibaba Banma to deepen their strategic partnership is held in Beijing on March 26, 2025. Photo: Courtesy of BMW Group China BMW and Alibaba announced an ...