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Alibaba can’t deploy AI servers fast enough to meet demand

Alibaba Cloud prioritizes full-service customers for GPU access as AI demand outpaces server deployment and capital expenditure hits $16 billion this year.

Summary by The Register
: Chinese giant adds to ‘No AI bubble’ babble by citing oversubscribed infrastructure and surging demand

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technewstube.com broke the news in on Wednesday, November 26, 2025.
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