capital · May 17, 2026
Alibaba CEO Eddie Wu: No Idle GPUs on Servers With Clear AI ROI Ahead
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Alibaba CEO Eddie Wu stated there are no GPUs sitting idly on servers during the earnings call. He noted the company sees ROI on AI investments in the next three to five years as extremely clear. The comment came alongside disclosure of first AI sales data and plans to exceed prior capex targets. Alibaba reported quarterly results on May 13 with stock gains following the update.
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