"I start to get worried when people are building data centers on spec," said Alibaba Chairman Joe Tsai.

At the forefront of this surge, data centers are increasingly becoming the backbone of AI operations. However, a recent cautionary note from the Alibaba Chairman has thrown a spotlight on the ...

Alibaba Group chairman Joe Tsai has warned that there may be an over-provisioning of data center buildout for AI. During the HSBC Global Investment Summit in Hong Kong today, March 25, Tsai warned ...

Alibaba Cloud unveils new AI models, tools; Microsoft says it is slowing investments in data centes; Meta announces new data ...

Alibaba Chairman Joe Tsai warned of a potential spending bubble in artificial-intelligence spending and data-center construction, adding to market jitters about the sustainability of AI demand.

The race to build out data centers for artificial intelligence is worrying one billionaire. Alibaba (BABA) chairman Joe Tsai said that AI data center construction may overtake demand for the ...

During a keynote at Data Center World 2025, a NVIDIA exec spoke about AI factories, purpose-built for gigawatt-scale data ...

A bubble is forming amid the scramble to build data centers to power the AI boom, Alibaba's chairman said. "I start to get worried when people are building data centers on spec," he said.

Alibaba (BABA) chairman Joe Tsai has issued a warning about the formation of a data center construction bubble, noting that the pace of buildouts could surpass initial artificial intelligence (AI ...