Xin Lang Cai Jing·2026-01-29 13:37Group 1 - Alibaba's self-developed AI chip "Zhenwu 810E" has been launched, marking the debut of the "Tongyun Ge" AI ecosystem, which includes Tongyi Lab, Alibaba Cloud, and Pingtouge [1][2] - The "Zhenwu" PPU features a 96GB HBM2e memory and a 700GB/s interconnect bandwidth, outperforming Nvidia's A800 and comparable to H20, with over 400 clients including State Grid and Xpeng Motors [2] - Pingtouge, established in 2018, was initially focused on meeting Alibaba's internal needs rather than being a commercial chip supplier, following a model of development from real-world applications [2] Group 2 - Alibaba is planning to restructure Pingtouge into an independent entity with employee stock ownership and is considering an IPO, although the company has not commented on this [3] - The "Tongyun Ge" initiative aims to create an AI supercomputer that integrates self-developed chips, cloud services, and advanced models for optimal efficiency in training and deploying large models [4] - Alibaba's CEO indicated a strong demand for AI solutions, with a significant investment plan of 380 billion yuan over three years for infrastructure, which may be increased due to rising demand [5]