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.

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