阿里巴巴的 Joseph Tsai 警告称，在大规模技术投资中，可能会出现 AI 数据中心泡沫。 Alibaba's Joseph Tsai warns of a potential AI data center bubble amid massive tech investments.

阿里巴巴董事长蔡崇信警告称，由于科技巨头和投资者在没有明确客户需求的情况下快速构建服务器场，人工智能数据中心可能会出现泡沫。 Alibaba's chairman, Joseph Tsai, has warned of a potential bubble in AI data centers due to the rapid construction of server farms by tech giants and investors without clear customer demand. 随着 AI 行业转向功耗较低的推理过程，以及 DeepSeek 等初创公司提供的更便宜的硬件解决方案对昂贵的高端基础设施的需求，这种担忧出现了。 This concern arises as the AI industry shifts towards less power-intensive inference processes, and cheaper hardware solutions from startups like DeepSeek challenge the need for expensive high-end infrastructure. 与此同时，软银和 OpenAI 正在计划大规模的人工智能投资，尽管芯片制造商的利润有所增长，但人们对当前趋势的可持续性提出了质疑。 Meanwhile, SoftBank and OpenAI are planning massive AI investments, raising questions about the sustainability of current trends despite the growth in chipmaker profits.