- Updated: November 26, 2025
- 3 min read
Alibaba CEO Says AI Bubble Unlikely as Company Boosts Cloud AI Investments
Subscribe to the TechNode Briefing Newsletter Every Wednesday and Friday, TechNode’s Briefing newsletter delivers a roundup of the most important news in China tech, straight to your inbox. Sign up Subscribe to TechNode Briefing Newsletter Every Wednesday and Friday, TechNode’s Briefing newsletter delivers a roundup of the most important news in China tech, straight to your inbox. Sign in with Google Or Subscribe Sign in to an existing account By signing up, you agree to our privacy policy.Thank you for registering! An account was already registered with this email.Please check your inbox for an authentication link. Support Us Your support helps TechNode continue to provide credible, on-the-ground journalism and industry insights about the Chinese tech industry. One-time Monthly Annually One-time $60 $120 $365 Other Donation amount $ Monthly $10 $20 $30 Other Donation amount per month $ Annually $60 $120 $365 Other Donation amount per year $ Your contribution is appreciated.Donate Now Close Donate Sign In Search for: Search NEWS FEATURES TOPICS Open dropdown menu AI Auto and EV E-commerce Content Semiconductor Gadget review BEYOND EXPO PARTNERS Open dropdown menu BEYOND EXPO XIN Summit 2023 INCLUSION-Conference on the Bund Close Skip to content Credit: Alibaba Alibaba CEO Eddie Wu said an artificial intelligence bubble is unlikely to emerge in the next three years, as AI resources will remain in short supply.His comments followed Alibaba’s fiscal Q2 2026 results, where the company reported about RMB 247.8 billion (USD 34.6 billion) in revenue, up 15 percent after excluding divested businesses. Wu said Alibaba is in an investment phase building AI infrastructure and consumer platforms, and noted strong demand for cloud-based AI products.Alibaba said it will continue investing in AI capabilities and may expand its previously announced RMB 380 billion (USD 53 billion) three-year investment plan, adding that the earlier amount may now be considered small given customer demand.[TechNode reporting] Related Latest stories Alibaba CEO says AI bubble unlikely in next three years Nov 26, 2025 BMW considers range-extender versions as Chinese rivals reshape demand Nov 26, 2025 Li Auto to launch first AI smart glasses, expanding multi-device ecosystem Nov 26, 2025 Huawei launches first companion chat robot Smart Hanhan, priced at about $55 Nov 26, 2025 Over 5,000 Global Attendees Celebrate the Successful Debut of the XIN Summit, Showcasing the Next Generation of Innovation From the Greater Bay Area to the World Nov 26, 2025 Global Top Startup Teams Shine as XIN Summit Ignites the Night with the Next Star Awards Nov 26, 2025 Popular articles Singapore’s national AI program drops Meta model and switches to Alibaba’s Qwen China unveils humanoid robot standards committee with members from Unitree, ZhiYuan, Xiaomi, Huawei, ZTE and XPeng DJI Avata 360 drone clears FCC certification ahead of launch Ant Group launches Lingguang, first AI assistant to generate full-code multimodal content TSMC to expand 2nm capacity to 10 fabs, adding three in China’s Taiwan NetEase’s open-world wuxia game Where Winds Meet hits 250,000 concurrent players on Steam Link Copy link