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Alibaba exec warns of overheating AI infrastructure market

Tuesday March 25, 2025. 03:00 PM , from TheRegister
Joe Tsai says speculative datacenter builds could exceed actual demand
Alibaba is warning of a datacenter spending 'bubble' amid the rush to build infrastructure in anticipation of an AI feeding frenzy.…
https://go.theregister.com/feed/www.theregister.com/2025/03/25/alibaba_ai_infrastructure/

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