The main macroeconomic shock lies in the company’s infrastructural goal: bringing the capacity of Alibaba Cloud's global data centers to over 20 GW by 2032. This is the equivalent output of a dozen nuclear power plants. Alibaba is closing its architectural loop: from its own silicon to frontier models and megawatt capacities. Western sanctions have definitively lost their meaning. China has not only achieved independence in building AI factories but is also preparing to reshape the global B2B cloud market, providing an unprecedented scale of computing on custom hardware.
Source: Alibaba / Reuters / The Business Times
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