Nan Fang Du Shi Bao·2025-09-17 03:48Core Insights - Alibaba's self-developed AI chip, PPU, has been showcased on CCTV, indicating its competitive performance against NVIDIA's H20 and H800 chips [1][3] - The PPU chip integrates HBM2e memory and has a memory capacity of 96G, with a bandwidth of 700GB/s, positioning it between NVIDIA's A800 and H20 chips [1] - Alibaba is investing at least $53 billion over the next three years to build its cloud and AI hardware infrastructure, emphasizing AI as a core growth driver alongside e-commerce [3] Performance Comparison - The PPU chip outperforms Huawei's Ascend 910B in all key performance metrics, although the latest model from Huawei is the 910C [3] - In terms of power consumption, the PPU matches the A800 at 400W, while the H20 consumes 550W [1] Strategic Focus - Alibaba's internal strategy highlights "AI + Cloud" as a primary growth engine, with significant investments planned in AI infrastructure, foundational models, and the transformation of existing business operations [3] - The company aims to leverage its self-developed chips for training smaller AI models, while still utilizing NVIDIA chips for certain applications [3]