{"id":608247,"date":"2026-09-22T14:44:19","date_gmt":"2026-09-22T14:44:19","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/608247\/"},"modified":"2026-09-22T14:44:19","modified_gmt":"2026-09-22T14:44:19","slug":"alibabas-ai-push-is-moving-up-the-stack","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/608247\/","title":{"rendered":"Alibaba’s AI Push Is Moving Up the Stack"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>. <\/p>\n

Alibaba Group (BABA<\/a>, Financials<\/a>), is deepening its artificial intelligence push with a much larger AI model<\/a>, a new chip and an ambitious expansion of data-center capacity. <\/p>\n

\"Alibaba's<\/a> BABA GF Value chart<\/a> <\/p>\n

At Alibaba Cloud’s annual Apsara conference, CEO Eddie Wu said the company’s Qwen team plans to develop models with 5 trillion to 10 trillion parameters, compared with 2.4 trillion for its current Qwen 3.8 Max flagship. <\/p>\n

Alibaba is also developing Qwen 4, with future Qwen 4.5 and Qwen 5 models expected to scale toward the 5 trillion-to-10 trillion range. The company said its models are making progress in improving themselves with less human involvement. <\/p>\n

On the hardware side, Alibaba unveiled the Zhenwu V900, a new AI chip developed by its T-Head semiconductor unit. Wu said it delivers three times the performance of the previous M890 and can be connected in clusters of up to 500,000 chips. <\/p>\n

The chip is expected to enter mass production and commercial release in the first quarter of 2027. <\/p>\n

Alibaba Cloud also plans to push global data-center capacity beyond 20 gigawatts by 2032. Wu said AI demand is accelerating cloud revenue growth, although supply-chain constraints are limiting expansion. <\/p>\n

Alibaba shares rose 5.1% Tuesday, showing how closely investors are watching the company’s progress in AI infrastructure and software. <\/p>\n

The next catalyst is the commercial rollout of the Zhenwu V900 and Alibaba’s next-generation Qwen models. <\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Alibaba Group (BABA, Financials), is deepening its artificial intelligence push with a…\n","protected":false},"author":2,"featured_media":608248,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,8191,16404,299780,299779,363,364,178416,111,139,69,7716,145],"class_list":["post-608247","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-alibaba-cloud","tag-alibaba-group","tag-alibaba-shares","tag-ambitious-expansion","tag-artificial-intelligence","tag-artificialintelligence","tag-eddie-wu","tag-new-zealand","tag-newzealand","tag-nz","tag-qwen","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/608247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=608247"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/608247\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/608248"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=608247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=608247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=608247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}