Alibaba, AI and bubble

Beware a swelling bubble in AI data centers, Alibaba chairman says
"I start to get worried when people are building data centers on spec," said Alibaba Chairman Joe Tsai.
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.
Alibaba’s Tsai cautions of AI data center bubble as tech giants ramp up spending
Alibaba Group Chairman Joe Tsai has raised concerns about a possible bubble in data center construction for AI. Speaking at the HSBC Global Investment Summit in Hong Kong, Joe warned that the current boom in server farms could overload real demand. This expansion is moving fast globally, from the US to Asia.
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.
Alibaba’s (BABA) Chairman Joe Tsai Sees Early Signs of AI Data Center Bubble
Chairman Joe Tsai is raising concerns about the rapid expansion of AI data centers, warning that the boom could turn into a
Alibaba’s chair issues ‘bubble’ warning about U.S. AI investments
Joe Tsai took aim at the $500 billion attached to OpenAI's Stargate project—and the idea of investors building data centers "on spec."
Considering Investing in the CoreWeave IPO? Here's a Different Nvidia-Backed Data Center Stock You Might Want to Check Out Instead.
Despite these murky conditions, one AI unicorn has its eyes set on an initial public offering (IPO). CoreWeave, a start-up backed by Nvidia, recently filed its S-1, showing the company and current shareholders are marketing the shares from $47 to $55. With 48.7 million shares in potentially in play, the IPO is valued at roughly $2.7 billion.
Alibaba’s chair 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
Chip stocks dip after Alibaba warns of potential AI bubble in US
Chip stocks were largely in the red on Tuesday after Alibaba's (BABA) Chairman Joe Tsai expressed concerns about a potential AI bubble in the U.S. AI chipmakers Nvidia (NVDA), Advanced Micro Devices (AMD),
Data Centers Are Powering AI's Rise—And Reinventing Themselves
Operators are rethinking every aspect of their data centers to ensure they maintain optimal performance levels, including ...
AI Is Moving Out of the Data Center. How Nvidia Wants to Keep Its Edge.
Nvidia faces a threat to its dominance as Qualcomm and Micron make the case for a key AI process to happen on smartphones, ...
Nashville could see surge in data center development amid AI boom, tech advancements
Data center company RadiusDC bought $5M worth of land in Nashville to build a new facility. Here's why more could be on the ...
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AI’s impact on data center networking: Five key points
With AIexpected to have a significant impact on network traffic, one of the emerging potential bottlenecks is in data center ...
Stock of the Day: Semtech surges 13% with huge data center demand a bright spot in slumping AI trade
The US chipmaker's fourth-quarter net sales reached $251 million, above $249 million consensus estimates and a 30% upshot ...
Is The AI Boom Headed For Its ‘Dark Fiber’ Moment?
The dot-com bust left behind a glut of unused fiber that was latter dubbed “dark fiber.” AI isn't the internet, but the ...
GlobeSt1d
Why Data Centers Will Continue to Be a Big Growth Sector
AI, other key factors are feeding a continued expansion and hunger for data center development, in spite of certain ...
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Salute acquires data center consulting firm ADCC Group
Salute has acquired data center training and consulting firm Advanced Data Center Consulting Group (ADCC Group) The company ...