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Joe Tsai

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6 articles – accelerating
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Alibaba 4

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2025-03-25
Bloomberg 17 related

Alibaba Chairman Joe Tsai warns of a bubble in data center construction, 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 …

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