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Alibaba unveils its own AI chip, targeting 20GW of data centers by 2032

1 report1 sourceupdated 8 days ago

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Summary

阿里云在杭州云栖大会上亮出了自己的AI推理芯片含光900,主打高吞吐、低功耗,专门用来跑大模型部署。公司同时宣布全球数据中心扩建计划,目标是到2032年总容量达到20GW,其中一半在海外。CEO吴泳铭说,未来三年阿里云在海外的基建投入会超过过去十年的总和。芯片已经在跑阿里自己的业务负载,但正文没披露什么时候开放给外部客户,也没给出具体的性能跑分。20G...

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Sep 22
  1. Bloomberg TechnologyPick
    Alibaba unveils its own AI chip, targeting 20GW of data centers by 2032

    Alibaba Cloud showed its in-house AI inference chip, Hanguang 900, at the Apsara Conference in Hangzhou, targeting high throughput and low power for large-model deployment. The company also announced a global data center buildout to reach 20GW total capacity by 2032, half of it overseas. CEO Eddie Wu said Alibaba Cloud’s overseas infrastructure investment over the next three years will exceed the total of the past decade. The chip is already running Alibaba’s own workloads, but the post doesn’t disclose a timeline for external customers or specific performance benchmarks. I’d discount the 20GW figure a bit—it’s an eight-year target, and both execution pace and power permits remain uncertain.