China AI chips ramp up as Nvidia H200 access unclear
Tencent signaled that the availability of Chinese AI chips will increase this year while Alibaba talked up its self-developed semiconductors. The comments underscore how Chinese tech
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Tencent signaled that the availability of Chinese AI chips will increase this year while Alibaba talked up its self-developed semiconductors. The comments underscore how Chinese tech
A KEY company behind Thailand''s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer servers containing advanced Nvidia chips to China,
Alibaba shares jumped on Wednesday as investors liked the e-commerce giant''s bullish tone on AI, even as it reported a plunge in its core profit for the March quarter.
U.S. prosecutors are reportedly probing a Thai AI company over allegations of aiding in the smuggling of Nvidia chips to China. According to Bloomberg''s post on X, the chips—vital for AI
Alibaba reported strong cloud and AI growth as enterprise demand for Qwen services increased, though heavy AI investment continued to pressure profitability.
Inside the $2.5B AI smuggling case: How NVIDIA chips allegedly reached Alibaba via Super Micro servers and a Thailand-based network.
Tech Industry U.S. Commerce Secretary says Nvidia still hasn''t sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor
By developing a homegrown AI inference chip and securing partnerships with state-backed enterprises like China Unicom, Alibaba is not only mitigating geopolitical risks but also
China ''s artificial intelligence investment represents one of the most exciting markets globally. In 2026, Chinese AI investments continue to lead the
China''s Alibaba is preparing to list its chipmaking arm, T-Head, Bloomberg News reported on Thursday, citing people familiar with the matter.
Alibaba (BABA) stock fell up to 4% after core profit dropped 84% in Q1 2026, even as cloud revenue surged 38% and AI revenue grew for the 11th straight quarter.
According to a social media post by Alibaba''s DAMO Academy, which develops some of its chips, the new XuanTie C950 is ready to power cloudy servers, generative AI workloads, high-end
According to @business, Alibaba has secured China Unicom as a customer for its AI chips, indicating growing traction for its domestic semiconductor push, source: Bloomberg. Alibaba
Alibaba CEO Wu Yongming announced a 380 billion yuan investment in AI data centers, stating that the company''s current server capacity is almost fully utilized, signaling a major push to
The e-commerce company also launched its largest ever artificial intelligence model, the Qwen3-Max, as AI competition grows between tech firms.
Key Points Alibaba reported Q3 FY2026 revenue of ¥284.84 billion RMB ($39.84 billion USD) and adjusted net profit of ¥16.71 billion RMB ($2.34 billion USD). Their AI-related product
The facility is powered by 10,000 of Alibaba''s self-developed Zhenwu AI semiconductors, designed to handle both training and inference workloads at scale. The data center reflects a broader
The chip, now in testing, is manufactured by a Chinese company, in contrast to an earlier Alibaba AI processor that was fabricated by Taiwan
Get the latest on China''s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
U.S. prosecutors are investigating Thailand-based OBON Corp. for allegedly smuggling Nvidia AI servers to China, raising concerns about semiconductor export enforcement. U.S.
Amid intensifying competition in artificial intelligence (AI), Chinese tech giant Alibaba has developed a new chip touted as more versatile than its
Rising AI adoption positions Alibaba at center of shifting global cloud and semiconductor competition. Alibaba shares surged sharply as investor optimism returned on the back of
Alibaba''s push into custom AI semiconductors highlights both China''s technological ambition and its geopolitical imperative to reduce reliance on U.S. chips. With the Hanguang 800 and
The T-Head PPU, a homegrown AI chip designed to rival Nvidia''s H20 positions Alibaba as a foundational producer of domestic AI alternatives.
Alibaba has signed a contract with the country''s No. 2 wireless carrier to deploy AI accelerators from its semiconductor unit Pingtouge, or “T-Head”, according to a video posted on Sept
Alibaba''s Zhenwu semiconductors anchor the architecture of the new data center, reflecting the company''s long-term investment in vertical integration. Developed through its T-head
Alibaba and China Telecom launched a data center in China designed for AI training and inferencing. The data center is powered by Alibaba''s self-developed Zhenwu AI semiconductors.
Alibaba launches a new AI data center powered by 10,000 homegrown chips, signaling a major push toward self-reliance amid US export restrictions.