Too many data centres? Some AI-linked bets risk creating a ‘speculative bubble’, Tsai says
People are talking literally about US$500 billion, several US$100 billion [projects]. I don’t think that is entirely ...
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 ...
The Business Times1d
Alibaba’s chairman warns of a ‘bubble’ in AI data centre buildout
BEIJING] Alibaba Group Holding chairman Joe Tsai warned of a potential bubble forming in data centre construction, arguing ...
DatacenterDynamics12h
Alibaba's Joe Tsai voices concern about AI data center construction bubble
Alibaba Group chairman Joe Tsai has warned that there may be an over-provisioning of data center buildout for AI. During the ...
The Next Platform4d
Why Did SoftBank Just Buy Ampere Computing?
The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers ...
Network World5d
SoftBank to buy Ampere for $6.5B, fueling Arm-based server market competition
The move follows Arm’s recent foray into direct chip sales with the Meta deal, signaling a major shift in the data center ...
SoftBank, OpenAI to build AI data centre in Japan, Nikkei reports
SoftBank plans to transform a former Sharp LCD panel plant in Japan into a data centre for operating artificial intelligence ...
The Edge Singapore22h
Alibaba’s Tsai warns of 'bubble' in AI data centre buildout
I'm still astounded by the type of numbers that’s being thrown around in the United States about investing into AI' ...