Shang Hai Zheng Quan Bao·2026-01-29 18:46Core Insights - Alibaba has officially launched its high-end AI chip "Zhenwu 810E," marking a significant milestone in its transition from an e-commerce company to a high-tech enterprise driven by both e-commerce and AI [1][9] - The company has established a robust AI ecosystem, referred to as the "AI Golden Triangle," which integrates its self-developed chips, cloud computing capabilities, and top-tier open-source models [1][6] Group 1: AI Chip Development - The "Zhenwu" PPU features a self-developed parallel computing architecture and inter-chip communication technology, with a memory of 96G HBM2e and an inter-chip bandwidth of 700GB/s, suitable for AI training, inference, and autonomous driving [3] - The performance of the "Zhenwu" PPU surpasses that of mainstream domestic GPUs, and it has been deployed in over 400 clients, including major organizations like State Grid and Xpeng Motors [5] Group 2: AI Ecosystem and Market Position - Alibaba Cloud, established in 2009, has become one of the top four AI clouds globally, serving over 5 million customers and holding the largest market share in the Asia-Pacific region [6] - The company has launched over 400 open-source models, with the "Qianwen" model family exceeding 200,000 derivatives and over 1 billion downloads, making it the most popular large model in China [6] Group 3: Strategic Investments and Future Outlook - Alibaba is investing 380 billion yuan in AI infrastructure over three years, with plans for further investments to enhance its AI capabilities [9] - The company's cloud revenue reached 39.824 billion yuan in Q2 of the 2026 fiscal year, reflecting a 34% year-on-year growth, indicating potential for further acceleration in revenue and valuation [9]