Is The US AI Tech Bubble About To Burst?

Alibaba’s Joe Tsai is sounding the alarm — is a U.S. AI bubble forming? As China reboots its hiring and investment after a tech crackdown, the U.S. tech giants are going all-in on AI infrastructure.

We break down:
What Tsai said at the HSBC Global Investment Summit
Why Alibaba is resuming hiring
His concerns about $500B+ in speculative AI investment
What it means for NVIDIA, Google, Amazon, and others
Is DeepSeek’s budget model a real disruptor?

Don’t miss this deep dive into the global AI arms race.

#Alibaba #AIbubble #Tsai #NVDA #GOOG #META #AMZN #BABA

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