半导体芯闻·2025-09-17 10:24Core Viewpoint - The article highlights the competitive advancements of Alibaba's PPU chip in the AI sector, showcasing its superior specifications compared to NVIDIA's A800 and comparable performance to the H20 model [2][3]. Summary by Sections Chip Specifications - Alibaba's PPU chip features 96GB of HBM2e memory, surpassing NVIDIA's A800 which has 80GB, and matches the H20's memory capacity [3]. - The interconnect bandwidth of Alibaba's PPU reaches 700GB/s, exceeding A800's 400GB/s but is slightly lower than H20's [3]. - The PPU supports PCIe 5.0×15, which is better than A800's PCIe 4.0×16 and matches H20's interface [3]. - Power consumption for Alibaba's PPU is 400W, equal to A800 and lower than H20's 550W [3]. Project Signings and Capacity - The China Unicom project has signed contracts for a total of 1,747 devices and 22,832 computing cards, achieving a total computing power of 3,479P [2]. - Proposed projects are expected to provide an additional computing power of 2,002P, including contributions from Taichu Yuangqi, Suiruan Technology, and Moer Thread [2]. - Specific contributions include: - Alibaba Cloud: 1,024 devices, 16,384 computing cards, 1,945P [3]. - Chinese Academy of Sciences: 512 devices, 4,096 computing cards, 984P [3]. - Beijing Jingyi: 83 devices, 1,328 computing cards, 450P [3]. - Zhonghao Xinying: 128 devices, 200P [3].