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Alibaba Turns Hong Kong Equity Into an AI-Compute War Chest
Alibaba announced the pricing of a HK$80 billion placement of 710 million new ordinary shares at HK$112.70 each, with closing expected on August 26, 2026, subject to customary conditions. The company said 100% of net proceeds will go toward full-stack AI capabilities, including expansion and enhancement of AI infrastructure. Reuters, Bloomberg and South China Morning Post reported the deal as roughly US$10.2 billion and tied it to Alibaba’s broader push across chips, cloud infrastructure, AI models and applications.
Published Aug 23, 2026
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The First AI Age: How the 1870–1914 Industrial Supercycle Built the Modern World — And Why 2025–2035 Rhymes With It.
Between 1870 and 1914, steel, railroads, electricity, and global capital markets fused into the first true industrial supercycle. This era built the financial and energy architecture we still live inside today—and it looks uncannily like the AI–data-center–SMR boom now unfolding into 2025–2035.
Published Dec 1, 2025