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Alibaba scales AI compute with new chip and 20 GW data center target
The Zhenwu V900 extends Alibaba’s push into proprietary silicon as rising AI demand drives further expansion of its cloud infrastructure.
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AI Infrastructure
The system uses NPO and Huawei’s UnifiedBus to reduce the power and bandwidth costs of moving data between AI accelerators.
The company urges the industry to build an ecosystem around its near-package optics approach.
Xiaomi makes its biggest semiconductor push since it began developing chips in-house in 2016.
Faster cloud growth is being accompanied by mounting pressure on earnings and cash flow from AI infrastructure spending.
The video model stands alongside Anthropic’s Claude as a compelling case for AI monetization.
US chipmakers lead, but Chinese players aim to increase their local market share.
Huawei is focusing on domestic computing power and enterprise use cases as rivals compete on cheaper AI inference.
The planned IPO comes as the memory company expands beyond consumer modules into edge AI and enterprise storage.