Latest / Tech Unfiltered with Dr. Mike
Alibaba's AI Roadmap: New Chips, Giant Models, and a 20-Gigawatt Goal
Alibaba has outlined a full-stack AI roadmap spanning its new Zhenwu V900 chip, much larger planned Qwen models, phone agents, and a target of more than 20 gigawatts of global data-center capacity by 2032. The V900 performance figures are Alibaba claims, not independently verified benchmarks, and the chip, models, and capacity remain roadmap items. TAKEAWAYS - Alibaba says the Zhenwu V900 delivers roughly three times the performance of its M890; the reviewed sources provide no independent comparative benchmarks, and commercial release is planned for the first quarter of 2027. - Qwen 4 is…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.