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- KSLOHKSLOH
  ·10-18 10:40
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  Elon Musk May Have Just Taken a Major Step Toward Consolidating His Empire
  Tesla’s newly unveiled flying sports car, which features SpaceX rocket thrusters, could help Musk push for a merger between his two biggest companies, analysts say.
  Elon Musk May Have Just Taken a Major Step Toward Consolidating His Empire
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- KSLOHKSLOH
  ·07-09
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- KSLOHKSLOH
  ·2025-03-25
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  Alibaba’s Tsai Warns of a "Bubble" in AI Data Center Buildout
  Alibaba Group Holding Ltd. Chairman Joe Tsai warned of a potential bubble forming in datacenter construction, arguing that the pace of that buildout may outstrip initial demand for AI services.A rush
  Alibaba’s Tsai Warns of a "Bubble" in AI Data Center Buildout
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/619563134005568","repostId":"2676235515","repostType":2,"repost":{"id":"2676235515","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1792281600,"share":"https://ttm.financial/m/news/2676235515?lang=en_US&edition=fundamental","pubTime":"2026-10-18 08:00","market":"us","language":"en","title":"Elon Musk May Have Just Taken a Major Step Toward Consolidating His Empire","url":"https://stock-news.laohu8.com/highlight/detail?id=2676235515","media":"Dow Jones","summary":"Tesla’s newly unveiled flying sports car, which features SpaceX rocket thrusters, could help Musk push for a merger between his two biggest companies, analysts say.","content":"<html><head></head><body><p style=\"text-align: start;\">A new flying sports car may be exactly what CEO Elon Musk needs to sell Wall Street on a merger between <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>.</p><p style=\"text-align: start;\">The electric-vehicle maker on Thursday reintroduced the Roadster 2.0, a pricy car that the company showed was capable of hovering in air with the aid of cold-air thrusters designed by SpaceX. The event was nine years in the making, but it appears to have paid off.</p><p>CFRA analyst Garrett Nelson said the “riveting” unveiling helped convince him to flip to a positive stance on Tesla’s stock. He raised his price target to $475 a share from $385 a share, with the new target implying room for the stock to rise 30% from current levels.</p><p>“With perception that the ‘Musk Magic’ is back after a string of uninspiring events and with sentiment at an inflection point, we see little standing in the way of the consummation of a merger to create ‘Elon Inc.,’ which we think has long been part of Musk’s master plan,” Nelson wrote in a note to clients on Friday.</p><p>Musk is the CEO of both companies, and he’s a major shareholder of each as well. During Thursday’s event, Musk called the Roadster the “culmination” of a close collaboration between Tesla and SpaceX engineers.</p><p style=\"text-align: start;\">While Wall Street is divided on when Musk will actually push to combine the crown jewels of his empire, Nelson thinks there’s a 90% chance it happens by the end of next year. It would be Musk’s second major combination of his companies in as many years, after SpaceX acquired xAI in February.</p><p>Dan Levy, an analyst at Barclays, expects a merger announcement before Tesla’s annual general meeting, which he said has to happen by early December. While a merger could be pitched with a focus on artificial intelligence, given the companies’ work on that front, “control is increasingly what may motivate Musk” to pursue a combination, he said in a note to clients on Wednesday.</p><p style=\"text-align: start;\">Representatives for Tesla and SpaceX did not immediately return requests for comment. When asked about a merger during a recent earnings call, Musk told investors that there was “more and more overlap” between the companies, but that he couldn’t discuss a combination on that call.</p><p style=\"text-align: start;\">Tesla shares dropped 2.1% on Friday, while SpaceX’s stock fell 1.7%.</p><p style=\"text-align: start;\">The Roadster was first unveiled by Musk in late 2017, but Tesla repeatedly pushed back planned demonstrations of its progress. On Thursday, Musk said it would go into production in 2028, whereas the initial target was for 2020.</p><p style=\"text-align: start;\">It’s still unclear when Tesla aims to begin delivering the car to customers, or even how much it will cost. Tesla is currently taking $50,000 reservations for a “Performance” version of the Roadster, which would come without the SpaceX thrusters.</p><p style=\"text-align: start;\">In 2017, Tesla said it would sell 1,000 “Founders Series” models, each of which required buyers to put down $250,000 at the time. At least one of those customers said his reservation was converted into an order for a Roadster capable of using SpaceX thrusters to reach high speeds. Buying a Roadster that can actually hover in the air requires an invitation from Tesla, according to its website.</p><p style=\"text-align: start;\">“Musk is blending the future of mobility together by integrating auto and rocket technology; at the very least it’s a subtle plant in investors’ minds making an engineering efficiency argument for a merger,” Bill Birmingham, head of research at exchange-traded-product provider Rex Financial, told MarketWatch over email.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk May Have Just Taken a Major Step Toward Consolidating His Empire</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk May Have Just Taken a Major Step Toward Consolidating His Empire\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-10-18 08:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">A new flying sports car may be exactly what CEO Elon Musk needs to sell Wall Street on a merger between <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>.</p><p style=\"text-align: start;\">The electric-vehicle maker on Thursday reintroduced the Roadster 2.0, a pricy car that the company showed was capable of hovering in air with the aid of cold-air thrusters designed by SpaceX. The event was nine years in the making, but it appears to have paid off.</p><p>CFRA analyst Garrett Nelson said the “riveting” unveiling helped convince him to flip to a positive stance on Tesla’s stock. He raised his price target to $475 a share from $385 a share, with the new target implying room for the stock to rise 30% from current levels.</p><p>“With perception that the ‘Musk Magic’ is back after a string of uninspiring events and with sentiment at an inflection point, we see little standing in the way of the consummation of a merger to create ‘Elon Inc.,’ which we think has long been part of Musk’s master plan,” Nelson wrote in a note to clients on Friday.</p><p>Musk is the CEO of both companies, and he’s a major shareholder of each as well. During Thursday’s event, Musk called the Roadster the “culmination” of a close collaboration between Tesla and SpaceX engineers.</p><p style=\"text-align: start;\">While Wall Street is divided on when Musk will actually push to combine the crown jewels of his empire, Nelson thinks there’s a 90% chance it happens by the end of next year. It would be Musk’s second major combination of his companies in as many years, after SpaceX acquired xAI in February.</p><p>Dan Levy, an analyst at Barclays, expects a merger announcement before Tesla’s annual general meeting, which he said has to happen by early December. While a merger could be pitched with a focus on artificial intelligence, given the companies’ work on that front, “control is increasingly what may motivate Musk” to pursue a combination, he said in a note to clients on Wednesday.</p><p style=\"text-align: start;\">Representatives for Tesla and SpaceX did not immediately return requests for comment. When asked about a merger during a recent earnings call, Musk told investors that there was “more and more overlap” between the companies, but that he couldn’t discuss a combination on that call.</p><p style=\"text-align: start;\">Tesla shares dropped 2.1% on Friday, while SpaceX’s stock fell 1.7%.</p><p style=\"text-align: start;\">The Roadster was first unveiled by Musk in late 2017, but Tesla repeatedly pushed back planned demonstrations of its progress. On Thursday, Musk said it would go into production in 2028, whereas the initial target was for 2020.</p><p style=\"text-align: start;\">It’s still unclear when Tesla aims to begin delivering the car to customers, or even how much it will cost. Tesla is currently taking $50,000 reservations for a “Performance” version of the Roadster, which would come without the SpaceX thrusters.</p><p style=\"text-align: start;\">In 2017, Tesla said it would sell 1,000 “Founders Series” models, each of which required buyers to put down $250,000 at the time. At least one of those customers said his reservation was converted into an order for a Roadster capable of using SpaceX thrusters to reach high speeds. Buying a Roadster that can actually hover in the air requires an invitation from Tesla, according to its website.</p><p style=\"text-align: start;\">“Musk is blending the future of mobility together by integrating auto and rocket technology; at the very least it’s a subtle plant in investors’ minds making an engineering efficiency argument for a merger,” Bill Birmingham, head of research at exchange-traded-product provider Rex Financial, told MarketWatch over email.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","SNK":"2倍做空SpaceX ETF-GraniteShares","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSDD":"2倍做空TSLA ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SSPC":"2倍做空SpaceX ETF-Leverage Shares","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SPCG":"2倍做空SpaceX ETF-Tradr","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","SPCH":"2倍做多SpaceX ETF-Leverage Shares","TSYY":"收益增强TSLA ETF-GraniteShares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","07366":"南方两倍做空特斯拉","WATS":"Corgi Battery Energy Storage Systems ETF","LU0823411888.USD":"法巴消费创新基金 Cap","TSLA":"特斯拉","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","SPCM":"2倍做多SpaceX ETF-Tradr","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","DSPC":"1倍做空SPCX ETF-Leverage Shares","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SPCQ":"2倍做空SpaceX ETF-Defiance","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","SPCU":"2倍做多SpaceX ETF-Defiance","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4604":"机器人概念","TSII":"REX TSLA Growth & Income ETF","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSL":"1.25倍做多TSLA ETF-GraniteShares","BK4527":"明星科技股","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","LIT":"Global X Lithium & Battery Tech ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF","TSLI":"2倍做多TSLA ETF-ProShares","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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The event was nine years in the making, but it appears to have paid off.CFRA analyst Garrett Nelson said the “riveting” unveiling helped convince him to flip to a positive stance on Tesla’s stock. He raised his price target to $475 a share from $385 a share, with the new target implying room for the stock to rise 30% from current levels.“With perception that the ‘Musk Magic’ is back after a string of uninspiring events and with sentiment at an inflection point, we see little standing in the way of the consummation of a merger to create ‘Elon Inc.,’ which we think has long been part of Musk’s master plan,” Nelson wrote in a note to clients on Friday.Musk is the CEO of both companies, and he’s a major shareholder of each as well. During Thursday’s event, Musk called the Roadster the “culmination” of a close collaboration between Tesla and SpaceX engineers.While Wall Street is divided on when Musk will actually push to combine the crown jewels of his empire, Nelson thinks there’s a 90% chance it happens by the end of next year. It would be Musk’s second major combination of his companies in as many years, after SpaceX acquired xAI in February.Dan Levy, an analyst at Barclays, expects a merger announcement before Tesla’s annual general meeting, which he said has to happen by early December. While a merger could be pitched with a focus on artificial intelligence, given the companies’ work on that front, “control is increasingly what may motivate Musk” to pursue a combination, he said in a note to clients on Wednesday.Representatives for Tesla and SpaceX did not immediately return requests for comment. When asked about a merger during a recent earnings call, Musk told investors that there was “more and more overlap” between the companies, but that he couldn’t discuss a combination on that call.Tesla shares dropped 2.1% on Friday, while SpaceX’s stock fell 1.7%.The Roadster was first unveiled by Musk in late 2017, but Tesla repeatedly pushed back planned demonstrations of its progress. On Thursday, Musk said it would go into production in 2028, whereas the initial target was for 2020.It’s still unclear when Tesla aims to begin delivering the car to customers, or even how much it will cost. Tesla is currently taking $50,000 reservations for a “Performance” version of the Roadster, which would come without the SpaceX thrusters.In 2017, Tesla said it would sell 1,000 “Founders Series” models, each of which required buyers to put down $250,000 at the time. At least one of those customers said his reservation was converted into an order for a Roadster capable of using SpaceX thrusters to reach high speeds. Buying a Roadster that can actually hover in the air requires an invitation from Tesla, according to its website.“Musk is blending the future of mobility together by integrating auto and rocket technology; at the very least it’s a subtle plant in investors’ minds making an engineering efficiency argument for a merger,” Bill Birmingham, head of research at exchange-traded-product provider Rex Financial, told MarketWatch over email.","news_type":1,"symbols_score_info":{"SPCU":0.6,"SPCF":0.6,"TSLP":0.6,"TESC":0.6,"TSLW":0.6,"SPAL":0.6,"07366":0.6,"SSPC":0.6,"TESL":0.6,"SPAX":0.6,"TSLQ":0.6,"LOFD":0.6,"TSLY":0.6,"TSL":0.6,"TSLG":0.6,"TSDD":0.6,"TSLL":0.6,"DSPC":0.6,"SMOG":0.6,"07766":0.6,"TSLS":0.6,"TSLT":0.6,"CRSH":0.6,"ELOL":0.6,"SPCM":0.6,"TSLI":0.6,"TSLA":2,"SPCH":0.6,"09366":0.6,"FDRV":0.6,"LOFF":0.6,"09766":0.6,"TSLO":0.6,"TSYY":0.6,"LIT":0.6,"WATS":0.6,"SPCG":0.6,"SNK":0.6,"TSLR":0.6,"SPCX":2,"WANT":0.6,"IDRV":0.6,"TEST":0.6,"TSII":0.6,"YSPC":0.6,"SPCQ":0.6,"TLA":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583958582760328,"gmtCreate":1783598118274,"gmtModify":1783598852523,"author":{"id":"3559776917149946","authorId":"3559776917149946","name":"KSLOH","avatar":"https://static.tigerbbs.com/21e054326ea1deca02b267888872d5a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559776917149946","authorIdStr":"3559776917149946"},"themes":[],"title":"","htmlText":"193","listText":"193","text":"193","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583958582760328","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417182278738288,"gmtCreate":1742869867253,"gmtModify":1742870710697,"author":{"id":"3559776917149946","authorId":"3559776917149946","name":"KSLOH","avatar":"https://static.tigerbbs.com/21e054326ea1deca02b267888872d5a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559776917149946","authorIdStr":"3559776917149946"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417182278738288","repostId":"1142259089","repostType":2,"repost":{"id":"1142259089","kind":"news","pubTimestamp":1742869407,"share":"https://ttm.financial/m/news/1142259089?lang=en_US&edition=fundamental","pubTime":"2025-03-25 10:23","market":"us","language":"en","title":"Alibaba’s Tsai Warns of a \"Bubble\" in AI Data Center Buildout","url":"https://stock-news.laohu8.com/highlight/detail?id=1142259089","media":"Bloomberg","summary":"Alibaba Group Holding Ltd. Chairman Joe Tsai warned of a potential bubble forming in datacenter construction, arguing that the pace of that buildout may outstrip initial demand for AI services.A rush ","content":"<div>\n<p>Alibaba Group Holding Ltd. Chairman Joe Tsai warned of a potential bubble forming in datacenter construction, arguing that the pace of that buildout may outstrip initial demand for AI services.A rush ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout?srnd=homepage-americas\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba’s Tsai Warns of a \"Bubble\" in AI Data Center Buildout</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba’s Tsai Warns of a \"Bubble\" in AI Data Center Buildout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 10:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding Ltd. Chairman Joe Tsai warned of a potential bubble forming in datacenter construction, arguing that the pace of that buildout may outstrip initial demand for AI services.A rush ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout?srnd=homepage-americas\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142259089","content_text":"Alibaba Group Holding Ltd. Chairman Joe Tsai warned of a potential bubble forming in datacenter construction, arguing that the pace of that buildout may outstrip initial demand for AI services.A rush by big tech firms, investment funds and other entities to erect server bases from the US to Asia is starting to look indiscriminate, the billionaire executive and financier said. Many of those projects are built without clear customers in mind, Tsai told the HSBC Global Investment Summit in Hong Kong Tuesday.From Microsoft Corp. to SoftBank Group Corp., tech firms on both sides of the Pacific are spending billions of dollars buying the Nvidia Corp. and SK Hynix Inc. chips crucial to AI development. Alibaba itself — which in February declared it was going all-in on AI — plans to invest more than 380 billion yuan ($52 billion) over the next three years. Server farms are springing up from India to Malaysia, while in the US, Trump is touting a Stargate project that envisions an outlay of half-a-trillion dollars.Many on Wall Street have begun to question that spending, especially after Chinese upstart DeepSeek released an open-source AI model that it claims rivals US technology but was built at a fraction of the cost. Critics have also pointed out the persistent dearth of practical, real-world applications for AI. The Chinese startup released an update to its V3 model Tuesday that claims to enhance programming capabilities.“I start to see the beginning of some kind of bubble,” he told delegates to the summit. Some of the envisioned projects commenced raising funds without having secured “uptake” agreements, he added. “I start to get worried when people are building data centers on spec. There are a number of people coming up, funds coming out, to raise billions or millions of capital.”Tsai singled out US spending in particular. Just this year, Amazon.com Inc., Alphabet Inc. and Meta Platforms Inc. pledged to spend $100 billion, $75 billion and up to $65 billion, respectively, on AI infrastructure.But in February, TD Cowen analysts cited signs that Microsoft has canceled some leases for US data center capacity, raising concerns over whether it’s securing more AI computing capacity than it needs in the long term.Its executives have played down those concerns, saying Microsoft is spending more than it ever has in its history, outlays that mostly go toward chips and data centers.“I’m still astounded by the type of numbers that’s being thrown around in the United States about investing into AI,” Tsai told the audience.“People are talking, literally talking about $500 billion, several 100 billion dollars. I don’t think that’s entirely necessary. I think in a way, people are investing ahead of the demand that they’re seeing today, but they are projecting much bigger demand.”","news_type":1,"symbols_score_info":{"BABA":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}