Ali Bubble can occur in one bubble in one of Joe Tsai, according to the Alibaba group seat.
Speaking at the HSBC global investment summit, Tsai said that the EU reported “surprisingly” in the United States said that Softbank and Oracle will spend $ 500 billion, he said.
“I do not think that this is completely necessary,” he said, “Co-founder of the Chinese technological conglomerater.” “I think people are ahead of what they see today … are correct or wrong? You can decide.”
However, a true red flag for Tsai, Microsoft or Google or Alibaba, the formation of “specific” information regime of new projects consisting of large EU companies, is the phenomenon of “specific” information regime.
“I started to see the beginning of a kind of bubble,” Tsai warned.
Alibaba chair offers a bubble, an Bubble’nin, Openai’nin, in the late 2022 AI weapons in the form of a joint way, and the bubble predictions arise in a common way, such as income.
Highlighting immediately after the fear of “Bubble”, Tsai bites the AI in AI, “But the EU and a future spouse said that he could not apply in every industry.”
Recently, Alibaba died of spending $ 53 billion in information centers and cloud calculations than spent in the last ten years.
Bridgewater Associates founder Ray Dalio, recently, by comparing the current moment to DotCOM bust until the end of the current period, it recently warned of a bubble. “It is very similar to where we are in 1998 or 1999 where we are in the period,” Dalio explained Financial times in January. “In other words, of course, there is a new technology that will change the world and will be successful. However, some people are confusing to be successful with investment.”
However, the TSAI’s warning may be another aspect. DeepSEEK is led by China, China’s EU companies are currently small enough to work in models that are open and lightweight, in some cases in consumer hardware.
Alibaba’s AI team announced on Monday “smarter and lighter“The version of the Open Source Qwen2.5-VL series, although the version is only 32 billion parameter, is small enough to work on many strong desktop computers in areas such as mathematical justification and imaging concept.
Progresses such as this and Deepseek’s low-valued model, the Stargate level horse power will indeed be overdoed (some of them claim that this investment can substantiate the level of investment)
This story was first displayed on Fortune.com
