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Alibaba to invest $53 billion in AI and cloud infra

Alibaba Group emphasized that the initiative reflects its strategic focus on AI-driven expansion Chinese holding Alibaba Group has announced plans to invest CNY380 billion ($52.4 billion) in cloud computing and artificial intelligence (AI) infrastructure over the next three years, South China Morning Post reported. The initiative...

Chinese telcos quickly integrate DeepSeek into their infrastructure

China Telecom was the first telco to adopt DeepSeek with the launch of a full-stack DeepSeek-R1/V3 inferencing on its Xiran intelligent computing platform Over the weekend, China’s Ministry of Industry and Information Technology (MIIT) reported that the country’s big three — China Telecom, China Mobile...

Bookmarks: DeepSeek (of course), but Jevons’ Paradox really

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...

AI infrastructure investment updates from Microsoft, Meta

Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy market entry and the implications of its software optimizations that reduced LLM training costs...

Dubious DeepSeek debut dings AI infrastructure drive

Shares in ASML, NVIDIA, Softbank and others take a hit following the launch of the R1 LLM which DeepSeek said it spent $6 million to train Chinese AI startup DeepSeek made quite a splash last week with the release of its open source R1 large...