Alibaba CEO: Almost No GPU Cards Idle in Servers

Alibaba CEO Wu Yongming stated on an earnings call that current AI development trends resemble manufacturing, requiring investment in two core infrastructure components: AI training factories and AI inference factories, both backed by AI data center construction, according to First Financial.

Infrastructure Investment Strategy

Wu said that AI data center construction will consume significant cash flow from the group, but the return pathway is clear. He disclosed that Alibaba's servers currently have almost no idle GPU cards, indicating high utilization rates across the infrastructure.

Financial Outlook

Considering demand projections over the next 3–5 years, Wu expressed confidence that Alibaba's substantial investment in AI data center infrastructure will deliver certain returns, though he acknowledged the near-term cash flow implications of such large-scale capital deployment.