Cory Johnson on BABA's A.I. Infrastructure Investment & Buildout Importance
Schwab Network · Schwab Network
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Show Notes
"Connecting one data center to the next" will be the theme of A.I. in the coming years, says Cory Johnson. He points to Alibaba's (BABA) more than $53 billion investment into A.I. infrastructure and the reaction of markets as reason why. That said, Cory still doesn't see Chinese A.I. stocks as stable investments compared to their U.S. counterparts. He also notes other predominant players in the A.I. space he's keeping on his radar.
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