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Alibaba Group CEO Eddie Wu has set a target for Alibaba Cloud to exceed 20 gigawatts of global data center capacity by 2032.
The case for such an aggressive buildout rests on the assumption that cloud infrastructure demand will outpace current supply.
The risk is that the scale of this commitment far exceeds typical industry expansion rates, creating a gap between stated intent and physical reality. The Scale of the Commitment The figure is the central fact here.
Wu specified that the capacity should exceed 20 gigawatts. This is a massive amount of power, roughly equivalent to the output of several large nuclear plants or a dozen coal-fired power stations.
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