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AliCloud is likely a big customer of Nvidia and could have trouble getting advanced chips, a Baird analyst noted.
Zhipu has enlisted China International Capital Corp. to spearhead an initial public offering as soon as this year, angling to ...
"I start to get worried when people are building data centers on spec," said Alibaba Chairman Joe Tsai.
Because Alibaba has fallen to only 78% of its 52-week high, the risk-to-reward setup in this stock is starting to favor the buying side rather than those looking to keep selling into it. Now, the ...
(Bloomberg) -- Alibaba Group Holding Ltd. Chairman Joe Tsai ... Tsai told the HSBC Global Investment Summit in Hong Kong Tuesday. From Microsoft Corp. to SoftBank Group Corp., tech firms on ...
Tsai raised concerns over data centre projects being funded without securing uptake agreements and cautioned that these investments are being made ahead of actual demand, potentially leading to a ...
Nvidia Corp. disclosed late Tuesday that it is facing new restrictions on its sales to China, and Baird Equity Research analyst Colin Sebastian said the development could hurt Alibaba's (BABA ...