The Microsoft story - I think it's due to the gradual split between Microsoft and OpenAI. Google and Meta leased the abandoned Microsoft data centers promptly.

The Microsoft story - I think it's due to the gradual split between Microsoft and OpenAI. Google and Meta leased the abandoned Microsoft data centers promptly. The Alibaba story - it's one person's opinion. I think he's worried that competitors are too optimistic and he wants them to slow down so Alibaba can have a chance.