阿里CEO吴泳铭：阿里云AI服务器上架节奏“严重跟不上订单增速”

Core Insights - Alibaba's CEO, Wu Yongming, stated that the demand for Alibaba Cloud's AI servers is currently very strong, indicating a significant growth potential in the future [1] Group 1: Demand and Supply Dynamics - The pace of new AI server launches by Alibaba Cloud is severely lagging behind the growth rate of customer orders [1] - The backlog of orders for Alibaba Cloud is continuously expanding, suggesting a robust demand that is not being met [1] - The company remains optimistic about future AI demand, reflecting confidence in ongoing growth opportunities [1]