阿里巴巴：机器智能时代，坚定投入AI模型 AI芯片 AI云三大基石

TL;DR - Alibaba announced a long-term strategy centered on AI models, in-house chips, and cloud infrastructure, aiming to scale both frontier-model development and global compute capacity. Key plans include 5–10T-parameter Qwen models, a new AI accelerator, and more than 20 GW of data centers by 2032.

• Qwen is exploring recursive self-improvement and multimodal architectures for more complex, longer-horizon tasks.
• Alibaba’s new Zhenwu V900 AI chip reportedly offers 3× the compute of the M890 and supports clusters scaling to 500,000 accelerators.
• Alibaba is jointly optimizing chips, servers, networking, models, and inference systems to improve token throughput and efficiency.
• Alibaba Cloud plans to operate over 20 GW of global data-center capacity by 2032 amid strong demand and constrained AI infrastructure supply.