3 6 Ke·2026-01-29 03:32Core Insights - Alibaba has confirmed the existence of its self-developed AI chip, PPU, named Zhenwu 810E, which utilizes GPGPU technology and is designed for AI training, inference, and autonomous driving applications [1][3] - The PPU chip has been in development since 2020 and has recently begun commercial sales to various domestic computing service providers and server manufacturers [2][3] - As of early 2026, the PPU chip has been widely deployed, serving over 400 clients, including major organizations like State Grid and Xpeng Motors [3] Group 1: Chip Development and Technology - The Zhenwu 810E chip features 96G HBM2e memory and an interconnect bandwidth of 700GB/s, positioning it competitively against NVIDIA's GPUs [1] - The chip's development was kept internal until its recent unveiling, indicating a strategic approach to market entry [1][2] - Internal evaluations suggest that the Zhenwu 810E outperforms NVIDIA's A800 and is comparable to the H20 model [3] Group 2: Market Position and Competition - By early 2025, Alibaba began actively selling the PPU chip, indicating a shift towards commercialization [2] - In the first half of 2025, Alibaba's market share in the domestic AI chip market ranked second, following Huawei's Ascend series [3] - The emergence of multiple AI chip companies with significant shipment volumes indicates a growing competitive landscape in the domestic market [4][5] Group 3: Industry Trends and Future Outlook - The increasing shipment volumes of AI chips, with at least nine companies exceeding 10,000 units, reflect a maturation of the domestic AI chip industry [4][5] - The price range for domestic AI chips is between 30,000 to 200,000 yuan per unit, suggesting a market acceptance of their performance and stability [5] - Industry experts anticipate a surge in the shipment of domestic AI inference chips as manufacturing capacities improve in 2026 [5][6]