Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble: 'People Are Building Data Centers On Speculation' - Alibaba Gr Hldgs (NYSE:BABA), Amazon.com (NASDAQ:AMZN)

1. Alibaba's Joe Tsai warns of an AI data center construction bubble. 2. Rapid data center expansion may outpace AI demand, risking speculation. 3. Amazon and other US firms heavily investing in AI infrastructure. 4. Analysts express concern over potential overinvestment in AI capacity. 5. Goldman Sachs forecasts $305 billion in AI-related revenue by 2025.