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中國阿里巴巴推出新 AI 芯片和大規模語言模型,旨在推動國內替代方案的發展

Business Standard
2026年5月19日 晚上11:32
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阿里巴巴集團推出了 Zhenwu M890 AI 芯片,進一步加強了其在美國出口限制下創造國內替代品以對抗 Nvidia 的努力。該芯片的性能是其前身的三倍,旨在為執行復雜任務的 AI“代理” 提供支持。阿里巴巴計劃在 2027 年和 2028 年分別發佈後續產品 V900 和 J900。該公司已承諾投入超過 530 億美元用於 AI 基礎設施,並推出了 Panjiu AL128 服務器系統。此外,還推出了 Qwen 3.7-Max 語言模型,能夠在不損失性能的情況下連續運行 35 小時

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.)

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