Alibaba Chairman Joe Tsai warns of a data center bubble, saying the buildout may outpace early AI demand and is starting to look indiscriminate (Luz Ding/Bloomberg)
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.