X @外汇交易员
BABABABA(US:BABA) 外汇交易员·2025-08-29 09:02

AI Chip Development - Alibaba developed a new AI chip to address the gap left by Nvidia in the Chinese market [1] - The new chip is currently in testing and designed for broader AI inference tasks, with compatibility with Nvidia [1] - Due to sanctions, the new chip's manufacturing shifted from TSMC to a domestic Chinese company [1] Competitive Landscape - Alibaba has not ordered chips from Huawei, viewing Huawei as a direct competitor in the cloud service sector [1]