Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.

From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.

wallstreetcnApr 10 18:10 ET

Alibaba Bets Big On AI With New Cloud Tools As Jack Ma Reemerges In Company Comeback

BenzingaApr 10 13:16 ET

A Look Into Alibaba Gr Hldgs Inc's Price Over Earnings

BenzingaApr 10 13:00 ET

CHINA MOBILE Chairman Yang Jie: Building an "AI full-stack service" that encompasses computing power, tools, models, and applications.

① CHINA MOBILE will further strengthen cloud intelligence computing based on the computing power network, focusing on four key directions, and build a comprehensive "AI full-stack service" covering computing power, tools, models, and applications; ② CHINA MOBILE plans to build a super large-scale "computing power factory" to promote the doubling and expansion of ten-thousand-card and thousand-card intelligent computing centers.

cls.cnApr 10 06:35 ET

Jack Ma makes another appearance, participating in the Alibaba Cloud new fiscal year launch meeting and placing great emphasis on AI and cloud.

① Jack Ma appeared today at the Alibaba Cloud Valley Park, participated in the Alibaba Cloud KO meeting and gave a speech. ② As the soul of Alibaba, every appearance of Jack Ma seems to herald new changes. Currently, Alibaba is promoting the 'AI transformation' of its existing Business.

cls.cnApr 10 05:47 ET

Embrace MCP, Alibaba Cloud accelerates the implementation of AI applications.

Sprint.

wallstreetcnApr 10 04:17 ET