AliCloud is likely a big customer of Nvidia and could have trouble getting advanced chips, a Baird analyst noted.

At the forefront of this surge, data centers are increasingly becoming the backbone of AI operations. However, a recent cautionary note from the Alibaba Chairman has thrown a spotlight on the ...

Alibaba, benefiting from China's AI initiatives, has seen a 60.7% stock increase. Find out why I maintain my buy rating on ...

Alibaba Cloud unveils new AI models, tools; Microsoft says it is slowing investments in data centes; Meta announces new data ...

"I start to get worried when people are building data centers on spec," said Alibaba Chairman Joe Tsai.

Alibaba reported consolidated revenues of RMB280,154 million ($38,381 million), representing an 8% year-over-year increase. More impressively, the company's income from operations surged 83% from ...

Alibaba Group chairman Joe Tsai has warned that there may be an over-provisioning of data center buildout for AI. During the HSBC Global Investment Summit in Hong Kong today, March 25, Tsai warned ...

The billionaire chairman of Chinese conglomerate Alibaba Group Holding Ltd. says a bubble is forming in the data center sector. Joe Tsai said the rush to build the data center infrastructure to ...

AliExpress taking a hit from U.S. shoppers won't help, but that's just one country of profit-draining operations in what is a small tile within Alibaba's larger mosaic. AliExpress sells in Europe ...

Alibaba (BABA) chairman Joe Tsai has issued a warning about the formation of a data center construction bubble, noting that the pace of buildouts could surpass initial artificial intelligence (AI ...