BABA(US:BABA) 财联社·2026-01-29 07:52Core Viewpoint - The launch of the "Zhenwu 810E" high-end AI chip by PingTouGe marks a significant advancement in Alibaba's AI capabilities, showcasing the integration of its AI ecosystem known as "Tongyun Ge" [1][4]. Group 1: Product Launch and Features - The "Zhenwu" PPU has been deployed in multiple large-scale clusters on Alibaba Cloud, serving over 400 clients including State Grid, Chinese Academy of Sciences, Xiaopeng Motors, and Sina Weibo [2][4]. - The "Zhenwu" PPU features a self-developed parallel computing architecture and inter-chip interconnection technology, with a memory of 96G HBM2e and an inter-chip bandwidth of 700 GB/s, suitable for AI training, inference, and autonomous driving [4]. - The performance of the "Zhenwu" PPU surpasses mainstream domestic GPUs and is comparable to NVIDIA's H20, receiving positive feedback for its stability and cost-effectiveness, leading to high market demand [4]. Group 2: Strategic Development and Market Position - The introduction of the "Zhenwu" PPU reflects PingTouGe's years of expertise in the chip sector, with Alibaba investing strategically for 17 years to achieve a comprehensive AI layout through vertical integration [5]. - The Tongyi Laboratory recently released the Qwen3-Max-Thinking flagship inference model, setting multiple global records and performing comparably to GPT-5.2 and Gemini 3 Pro, with over 200,000 derivative models and 1 billion downloads from the Hugging Face community [5]. - Alibaba Cloud operates the leading AI infrastructure in China and is globally recognized, holding over 29 regions with 92 available zones, capturing more market share in the Chinese AI cloud market than the combined total of the second to fourth competitors [5].