Alibaba says AI CapEx breaks even in 3 years; 2020-era A100s still running at full capacity
Beth_Kindig · x · 2026-08-26
Alibaba stated its AI-related CapEx can reach breakeven in 3 years, after which the invested AI assets will generate strong, robust cash flow. As concrete examples, NVIDIA A100s bought in 2020 and V100s bought in 2018 are still running at full capacity today — a rare official quantification of payback periods for large-scale AI infrastructure spending.
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