Alibaba Chairman Joe Tsai warned of a potential spending bubble in artificial-intelligence spending and data-center ...
Chip stocks were largely in the red on Tuesday after Alibaba's (BABA) Chairman Joe Tsai expressed concerns about a potential ...
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.
Joe Tsai took aim at the $500 billion attached to OpenAI's Stargate project—and the idea of investors building data centers ...