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Alibaba Cloud can’t deploy servers fast enough to satisfy demand for AI

Wednesday November 26, 2025. 02:18 AM , from TheRegister
Chinese giant adds to ‘No AI bubble’ babble by citing oversubscribed infrastructure and surging demand
China’s Alibaba Cloud can’t deploy servers fast enough to keep up with demand for AI, so is rationing access to GPUs so that customers who use all of its services enjoy priority access.…
https://go.theregister.com/feed/www.theregister.com/2025/11/26/alibaba_q2_2025/

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