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.
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3 Articles
Alibaba to lead AI capital spending among Chinese firms amid strong demand
E-commerce giant Alibaba Group Holding expects to stay ahead of its Chinese Big Tech peers in artificial intelligence-related capital expenditure, as the firm’s AI and cloud computing unit posted its fourth consecutive quarter of double-digit revenue growth. Alibaba Cloud on Tuesday reported a 34 per cent year-on-year revenue growth to 39.8 billion yuan (US$5.6 billion) in the three months ended September 30, as the Hangzhou-based parent’s overa…
Alibaba Cloud can’t deploy servers fast enough to satisfy demand for AI
Chinese giant adds to 'No AI bubble' babble by citing oversubscribed infrastructure and surging demand China's Alibaba Cloud can't deploy servers fast enough to keep up with demand for AI, so is rationing access to GPUs so that customers who use all of its services enjoy priority access. . . .
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