据介绍，"真武"PPU采用自研并行计算架构和片间互联技术，配合全栈自研软件栈。其内存为96G HBM2e，片间互联带宽达到700 GB/s，可应用于AI训练、AI推理和自动驾驶。 阿里巴巴已将"真武"PPU大规模用于千问大模型的训练和推理，并结合阿里云完整的AI软件栈进行深度 优化，为客户提供一体化产品和服务。 智通财经APP获悉，阿里巴巴(09988)平头哥官网上线高端AI芯片"真武810E"产品，该芯片实现软硬件 全自研，已在阿里云实现多个万卡集群部署。每颗真武810E芯片配备7个ICN片间互联端口，配合平头 哥自研互联加速库，实现多卡协同工作，从而高效支持大模型训练及推理需求。 公开资料显示，平头哥半导体有限公司成立于2018年9月，作为阿里巴巴集团的全资半导体芯片业务主 体，其拥有端云一体全栈产品系列(涵盖数据中心芯片、IoT芯片等)，实现芯片端到端设计链路全覆 盖。平头哥已推出多款数据中心及物联网芯片，包括AI芯片"PPU"、推理芯片"含光800"、CPU"倚天 710"、SSD主控芯片"镇岳510"及IoT芯片"羽阵"。 此前媒体传出阿里巴巴(09988)正准备推进旗下AI芯片制造企业"平头哥"( ...

此前媒体传出阿里巴巴(09988)正准备推进旗下AI芯片制造企业"平头哥"(T-Head)独立上市。阿里计划将 其重组为一个部分由员工持股的业务实体，随后再寻求进行首次公开募股(IPO)。 公开资料显示，平头哥半导体有限公司成立于2018年9月，作为阿里巴巴集团的全资半导体芯片业务主 体，其拥有端云一体全栈产品系列(涵盖数据中心芯片、IoT芯片等)，实现芯片端到端设计链路全覆 盖。平头哥已推出多款数据中心及物联网芯片，包括AI芯片"PPU"、推理芯片"含光800"、CPU"倚天 710"、SSD主控芯片"镇岳510"及IoT芯片"羽阵"。 据介绍，"真武"PPU采用自研并行计算架构和片间互联技术，配合全栈自研软件栈。其内存为96G HBM2e，片间互联带宽达到700GB/s，可应用于AI训练、AI推理和自动驾驶。 阿里巴巴已将"真武"PPU大规模用于千问大模型的训练和推理，并结合阿里云完整的AI软件栈进行深度 优化，为客户提供一体化产品和服务。 阿里巴巴(09988)平头哥官网上线高端AI芯片"真武810E"产品，该芯片实现软硬件全自研，已在阿里云 实现多个万卡集群部署。每颗真武810E芯片配备7个ICN片间 ...

1月29日上午，阿里巴巴（NYSE:BABA，09988.HK）旗下平头哥半导体（T-Head）官网公布高端AI芯 片"真武810E"产品信息。 官网介绍显示，该芯片搭载自研并行计算架构和ICN（Inter-Chip-Network）片间互联技术，配合全栈自 研软件栈，实现软硬件结合。 平头哥自研的ICN片间互联技术具备高性能、高带宽、低延迟等优势，适用于大模型训练和推理应用。 每颗真武810E芯片配备7个ICN片间互联端口，配合平头哥自研互联加速库，实现多卡协同工作，从而 高效支持大模型训练及推理需求。其主要应用场景包括自动驾驶、AI训练、AI推理及多模态模型。 1月22日，据多家媒体报道，阿里巴巴正计划重组旗下芯片公司平头哥半导体，并支持其未来独立上 市。截至目前，公司尚未对此事作出正式回应。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 目前，真武810E已在阿里云落地多个万卡集群，并服务了国家电网、小鹏汽车等400多家客户。其正式 上线，意味着由通义实验室、阿里云和平头哥组成的阿里AI黄金三角"通云哥"完整浮出水面。阿里成为 继谷歌之后全球第二家具备"大模型+云+芯片"全栈自研实力的科 ...

Core Viewpoint - Alibaba's semiconductor subsidiary, Pingtouge, has officially launched the high-end AI training and inference chip, Zhenwu 810E, marking a significant step in its AI chip strategy [1][3]. Group 1: Product Launch and Applications - The Zhenwu 810E chip has been deployed in multiple large-scale clusters on Alibaba Cloud, serving over 400 government and enterprise clients across various sectors, including energy, research, automotive, and internet [3]. - The chip is part of Alibaba's AI ecosystem, "Tongyun Ge," which integrates chip development, cloud services, and model algorithms, creating a comprehensive AI solution [3][4]. Group 2: Technical Specifications - Zhenwu 810E features a self-developed parallel computing architecture and ICN interconnect technology, equipped with 96GB HBM2e memory and a high interconnect bandwidth of 700GB/s [4]. - The chip's performance surpasses Nvidia's A800 and is on par with Nvidia's H20, with reports indicating that its upgraded version outperforms Nvidia's A100 [4]. Group 3: Core Advantages - The chip boasts six core advantages: fully self-developed architecture, high-performance computing power, strong interconnect capabilities, high usability, large-scale validation, and synergy between chip and cloud [5]. - Pingtouge's self-developed ICN technology is crucial for supporting large model training and inference, enabling efficient multi-card collaboration [5]. Group 4: Application Scenarios - Zhenwu 810E supports various application scenarios, including over 50 common models in autonomous driving, high-performance training capabilities, and optimization for large model inference [6]. - The chip has shown outstanding performance in multi-modal applications, providing cost-effective computing support for diverse scenarios [6]. Group 5: Strategic Development - Since the establishment of Alibaba Cloud in 2009 and Pingtouge in 2018, Alibaba has invested 17 years in strategic integration to complete the "Tongyun Ge" AI ecosystem [7]. - Pingtouge aims to innovate chip infrastructure for the AI era, focusing on data center chips and IoT chip development to support the digital and intelligent transformation [7].

芯东西1月29日报道，今日，阿里巴巴集团全资半导体芯片业务主体平头哥官网上线高端AI训推一体芯片真武810E，阿里全栈AI阵型"通云 哥"也首度曝光。 这就是此前被央视《新闻联播》曝光的阿里自研芯片PPU。据悉，"真武"PPU已在阿里云实现多个万卡集群部署，服务了国家电网、中科院、 小鹏汽车、新浪微博等400多家客户。（阿里自研AI芯片曝光！） 至此，由通义实验室、阿里云、平头哥组成的阿里巴巴AI黄金三角"通云哥"首次浮出水面。 平头哥成立于2018年11月，注册地址在上海，已推出AI推理芯片含光800、训推一体AI加速芯片真武810E、Arm服务器CPU倚天710、高性能 SSD主控芯片镇岳510、超高频RFID电子标签芯片羽阵611和羽阵600等芯片，并不断丰富产品线。 阿里巴巴已将"真武"PPU大规模用于千问大模型的训练和推理，并结合阿里云完整的AI软件栈进行深度优化，为客户提供一体化产品和服务。 据业内人士透露，对比关键参数，"真武"PPU的整体性能超过英伟达A800和主流国产GPU，与英伟达H20相当。 另据外媒最新报道，升级版"真武"PPU的性能强于英伟达A100。 多位行业从业者称，"真武"PP ...

Group 1 - The core viewpoint of the news highlights the resilience of the Hong Kong technology sector, which showed a rebound after a significant drop, with the Hang Seng Technology Index down by 0.7% as of 9:47 AM on January 29 [1] - Recent data indicates a recovery in overall trading volume in the Hong Kong market, with both the amount and proportion of southbound capital increasing, suggesting a rise in market participation [1] - Foreign active funds have turned to net inflows for two consecutive weeks, indicating a positive change in the funding structure of the Hong Kong technology sector, which supports market recovery [1] Group 2 - The current earnings season for U.S. tech stocks is a focal point, with AI, cloud computing, and commercialization of applications being key areas of market interest [1] - If the performance and future guidance of overseas tech leaders exceed expectations, it could catalyze trends in related industries, positively impacting the Hong Kong technology sector through valuation and risk appetite transmission [1] - The Hang Seng Technology Index consists of the 30 largest stocks related to technology themes listed in Hong Kong, focusing on sectors such as semiconductors, robotics, software, internet, and smart driving, with major weights including Tencent Holdings, Alibaba, and SMIC [1] Group 3 - The Hang Seng Technology ETF managed by E Fund has seen a cumulative net inflow of over 1.5 billion yuan since January, with its latest scale surpassing 30 billion yuan, marking a new high since its inception [2] - The ETF offers good liquidity and supports T+0 trading, which can help investors seize opportunities in the Hong Kong technology industry chain amid the convergence of capital inflow and industry catalysts [2]

Core Viewpoint - Alibaba's high-end AI chip "Zhenwu 810E" has been launched, marking a significant advancement in its AI capabilities and positioning in the tech industry [1] Group 1: Product Launch - The "Zhenwu 810E" chip is now available on Alibaba's official website [1] - This chip has been deployed in multiple large-scale clusters on Alibaba Cloud, serving over 400 clients including State Grid and Xpeng Motors [1] Group 2: Strategic Positioning - Alibaba has established a comprehensive AI ecosystem, referred to as the "Tongyun Ge," which consists of Tongyi Laboratory, Alibaba Cloud, and Pingtouge [1] - With this development, Alibaba becomes the second technology company globally, after Google, to possess full-stack self-research capabilities in "large models + cloud + chips" [1]

Market Overview - On January 29, the Hong Kong Hang Seng Index opened down by 0.72%, while the Hang Seng Tech Index fell by 0.79% [1] - The current value of the Hang Seng Index is 27,627.11, down by 199.80 points [2] - The Hang Seng Tech Index is currently at 5,853.59, down by 46.57 points [2] Sector Performance - The Hang Seng Biotech Index decreased by 0.36%, currently at 15,871.98 [2] - The Hang Seng China Enterprises Index fell by 0.63%, now at 9,452.21 [2] - The Hang Seng Composite Index is down by 0.60%, currently at 4,243.14 [2] Technology Stocks - Major tech stocks experienced declines, with NIO down over 3%, JD Group down over 2%, and several others including Baidu, Xpeng, Ctrip, JD Health, Alibaba, and Tencent all down over 1% [2][3] - Specific stock performances include: - NIO-SW: 36.880, down 3.30% [3] - JD Group-SW: 113.600, down 2.32% [3] - Xpeng Motors-W: 73.500, down 1.74% [3] - Ctrip Group-S: 488.000, down 1.49% [3] - Alibaba-W: 171.100, down 1.38% [3] - Tencent Holdings: 614.500, down 1.05% [3] Precious Metals Sector - The precious metals sector continued to strengthen, with notable gains: - Chifeng Jilong Gold Mining increased by over 6% [4] - Shandong Gold rose by over 4% [4] - Other companies like Zhaojin Mining and China Gold International also saw increases of over 3% [4] - Specific stock performances include: - Chifeng Gold: 49.000, up 6.20% [4] - Shandong Gold: 53.500, up 4.49% [4] - China Gold International: 240.800, up 3.88% [4]

Core Insights - Alibaba has launched the "Zhenwu 810E" high-end AI chip, marking the debut of its self-developed PPU, which is part of the AI supercomputer initiative "Tongyun Ge" [1][3] - The "Tongyun Ge" initiative combines Alibaba's self-developed chips, leading cloud services, and advanced open-source models to achieve high efficiency in AI model training and deployment [1] - The "Zhenwu" PPU has been deployed in multiple clusters on Alibaba Cloud, serving over 400 clients including major organizations like State Grid and Xpeng Motors [1][3] Group 1 - The "Zhenwu" PPU features a self-developed parallel computing architecture with 96G HBM2e memory and an inter-chip bandwidth of 700 GB/s, suitable for AI training, inference, and autonomous driving [3] - The performance of the "Zhenwu" PPU surpasses that of NVIDIA's A800 and is comparable to the H20, with an upgraded version reportedly outperforming the A100 [3] - The successful launch of the "Zhenwu" PPU reflects years of strategic investment and vertical integration by Alibaba in the chip sector, culminating in a comprehensive AI stack [3] Group 2 - The Tongyi Laboratory has released the Qwen3-Max-Thinking flagship inference model, achieving multiple global records and performance levels comparable to GPT-5.2 and Gemini 3 Pro [4] - The number of derivative models from the Qwen open-source model has exceeded 200,000, with download counts surpassing 1 billion, maintaining its position as the largest in the world [5]

据科创板日报， 阿里平头哥官网上线高端AI芯片"真武810E" ，这款芯片已在阿里云实现多个万卡集群部署，并服务了国家电网、小鹏汽车等400多 家客户。这意味着由通义实验室、阿里云和平头哥组成的阿里AI黄金三角"通云哥"完整浮出水面。 阿里成为继谷歌之后全球第二家具备"大模型+云+芯片"全栈自研实力的科技公司。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 下载财联社APP获取更多资讯 ...