Alibaba Cloud is struggling to deploy AI servers fast enough to meet explosive demand, forcing GPU rationing. The company’s cloud revenue jumped 34% to $5.6 billion last quarter while planning massive future AI investments.
A sharp sell-off in AI chipmakers like Nvidia and Broadcom suggests investors are getting picky. The catalyst? Oracle’s disappointing revenue and a Federal Reserve forecasting stronger economic growth, which favors “real economy” stocks.
2 thoughts on “Nvidia’s $10B South Korea AI Bet: A Strategic Masterstroke”
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