Alibaba put a new AI chip and a power target on the table on the same day. The power target is the bigger number.
- T-Head, Alibaba’s chip unit, unveiled the Zhenwu V900 with 216 GB of memory and 1,200 GB/s of inter-chip bandwidth.
- It claims three times the performance of the M890, which shipped in May. No public benchmark exists to check that.
- More than 1,000 chips can act as one supernode through T-Head’s ICN Switch. A cluster can reach 500,000 accelerators.
- Release is set for the first quarter of 2027.
- Alibaba Cloud targets more than 20 gigawatts of global data center capacity by 2032, against 380 billion yuan committed over three years and no price attached to the power.
Read the full analysis here.
Get the next one before it is old news
Independent analysis of cloud-native infrastructure, Kubernetes and data center economics. No vendor spin.