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Alibaba unveils $53B global AI plan – but it will need GPUs to back it up

Chinese giant maps out datacenters across Europe and beyond, yet US chip curbs cast a long shadow Alibaba this week opened an AI war chest containing tens of billions of dollars, a revamped LLM lineup, and plans for AI datacenters in Europe. But it also prompted a flurry of questions over how it will achieve all this in an increasingly fragmented IT landscape, when critical resources are in short supply.… Analysis