longbridgelongbridge
  • 平台特色
    特色
    投资产品私人财富管理交易工具行情服务分析工具资讯服务开发者平台
    账户类型
    个人客户机构客户
  • Café
longbridge
© 2026 Longbridge|服务条款隐私政策

中国阿里巴巴推出新 AI 芯片和大规模语言模型,旨在推动国内替代方案的发展

Business Standard
2026年5月19日 23:32
LongbridgeAI我是 LongbridgeAI,我可以总结文章信息。

阿里巴巴集团推出了 Zhenwu M890 AI 芯片,进一步加强了其在美国出口限制下创造国内替代品以对抗 Nvidia 的努力。该芯片的性能是其前身的三倍,旨在为执行复杂任务的 AI“代理” 提供支持。阿里巴巴计划在 2027 年和 2028 年分别发布后续产品 V900 和 J900。该公司已承诺投入超过 530 亿美元用于 AI 基础设施,并推出了 Panjiu AL128 服务器系统。此外,还推出了 Qwen 3.7-Max 语言模型,能够在不损失性能的情况下连续运行 35 小时

Alibaba Group on Wednesday unveiled a new AI chip, the Zhenwu M890, as the Chinese technology giant intensifies efforts to build domestic alternatives to Nvidia processors amid tightening U.S. export curbs.

The chip, developed by Alibaba's semiconductor design subsidiary T-Head, delivers three times the performance of its predecessor, Zhenwu 810E. It is purpose-built for the emerging wave of AI "agents" software systems that can carry out complex, multi-step tasks with limited human oversight.

Alibaba said the new processor is well-suited to handle the heavy memory and communication demands of agent workloads, where models must retain long stretches of context and coordinate with one another in real time.

The company also outlined a multi-year chip roadmap, saying it would follow the M890 with a successor called the V900 in the third quarter of 2027, and a further chip, the J900, in the third quarter of 2028. The V900 is expected to deliver another roughly threefold performance gain over the M890, Alibaba said, signalling a sustained cadence of in-house silicon upgrades.

The plan underscores China's growing efforts to produce locally developed AI chips as Washington bans the sale of the most powerful U.S. processors to Chinese customers, and follows a similar announcement by Huawei last year.

Hangzhou-based Alibaba last year pledged to spend more than 380 billion yuan ($53 billion) on cloud and AI infrastructure over three years, its largest-ever commitment to the sector.

The investment reflects a broader bet across China's technology industry that demand for AI computing power will continue to surge as enterprises adopt agent-based applications.

Alibaba unveiled the chip at its annual Alibaba Cloud Summit, alongside a new server system, the Panjiu AL128, which packages 128 of the accelerators into a single rack.

The system is available immediately to Chinese enterprise customers through Alibaba Cloud's domestic model platform, known as Bailian.

T-Head said it has shipped more than 560,000 Zhenwu units to date, with over 400 external customers across 20 industries, including automakers and financial services firms, having deployed the chips.

Alibaba also announced Qwen 3.7-Max, the latest version of its flagship large language model, which it said is engineered for advanced coding and long-running agent tasks. The company said the model can operate continuously for up to 35 hours without performance degradation. (Only the headline and picture of this report may have been reworked by the Business Standard staff; the rest of the content is auto-generated from a syndicated feed.)

登录即免费解锁2,150字全文

因资讯版权原因,登录长桥账户后方可浏览相关内容
感谢您对正版资讯的理解与支持

推荐阅读

  • 2026年4月23日 02:56SK 海力士:无可挑剔的财报,永不满足的预期
  • 2026年4月22日 21:21AI 乐观情绪提振,芯片股 16 连涨创新高,为史上最长连涨!
  • 2026年4月21日 21:37ASM 二季度指引大超预期,AI 基建提振芯片设备需求
  • 2026年4月18日 06:06AI 烧钱无底洞?高盛给出回本路径:自动驾驶将引爆万亿利润池

关联股票

阿里巴巴-W

阿里巴巴-W

HK09988

阿里巴巴

阿里巴巴

USBABA

英伟达

英伟达

USNVDA

LongbridgeAI