Luz Ding / Bloomberg:

Alibaba Chairman Joe Tsai warns of a data center bubble, saying the buildout may outpace early AI demand and is starting to look indiscriminate  —  A rush by big tech firms, investment funds and other entities to erect server bases from the US to Asia is starting to look indiscriminate, the billionaire executive and financier said.

Luz Ding / Bloomberg:

Alibaba Chairman Joe Tsai warns of a data center bubble, saying the buildout may outpace early AI demand and is starting to look indiscriminate  —  A rush by big tech firms, investment funds and other entities to erect server bases from the US to Asia is starting to look indiscriminate, the billionaire executive and financier said.

Source: TechMeme
Source Link: http://www.techmeme.com/250324/p35#a250324p35