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Tag: server sales

  • The Register: Alibaba exec warns of overheating AI infrastructure market

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    by

    Kurt Seifried
    in

    Source URL: https://www.theregister.com/2025/03/25/alibaba_ai_infrastructure/ Source: The Register Title: Alibaba exec warns of overheating AI infrastructure market Feedly Summary: Joe Tsai says speculative datacenter builds could exceed actual demand Alibaba is warning of a datacenter spending “bubble" amid the rush to build infrastructure in anticipation of an AI feeding frenzy.… AI Summary and Description: Yes Summary: Alibaba’s…

  • The Register: Running hot? Server shipments forecast to cool in 2025

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    by

    Kurt Seifried
    in

    Source URL: https://www.theregister.com/2025/02/12/trendforce_ai_servers/ Source: The Register Title: Running hot? Server shipments forecast to cool in 2025 Feedly Summary: Supply chain and regulatory hurdles likely to shrink figures US tech sanctions and supply chain readiness for racks of Nvidia’s latest gear will likely cause AI server sales to cool-off in 2025.… AI Summary and Description: Yes…