On March 25, according to Bloomberg, Alibaba Chairman Tsai Chongxin said at the HSBC Global Investment Summit in Hong Kong that the AI ​​data center construction boom is showing signs of a "bubble", warning that the current investment speed has exceeded the growth of actual AI demand. He pointed out that a large number of projects have not yet been identified and the customers have begun to be raised and built, especially in the United States, where technology giants plan to spend hundreds of billions of dollars, which may be suspected of excessively early layout. "When people build data centers without explicit use protocols, I start to worry," Tsai said.