Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three years

Wallstreetcn
2026.01.29 12:38
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Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three years. The company has its self-developed chip Zhenwu 810E domestically and is purchasing a large number of GPUs overseas, including the consumer-grade graphics card RTX4090, to build inference clusters and enhance inference throughput capacity

An informed source revealed that Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three years. Domestically, Alibaba has developed its own chip, Zhenwu 810E; overseas, it is also "using trucks to transport purchased GPUs," said an informed source. At its most aggressive, "even consumer-grade graphics cards like the RTX 4090 were bought in large quantities to build inference clusters and supplement inference throughput." (LatePost)

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