Alibaba CEO Eddie Wu Announces Ambitious AI Infrastructure and Chip Roadmap
On September 22, 2026, Alibaba Group Holding (BABA) CEO Eddie Wu unveiled a bold plan for the company's artificial intelligence future during his keynote at the Apsara Conference in Hangzhou. He outlined an ambitious target of achieving over 20 gigawatts of global data center capacity by 2032 and highlighted advancements in AI chip development, including the Zhenwu V900 from Alibaba’s T-Head unit. The Zhenwu V900 triples performance compared to its predecessor and supports clusters with up to 500,000 chips. Its mass production has been moved forward by six months to Q1 of 2027, signaling strong demand for AI infrastructure in China as companies shift away from U.S.-made processors like those from Nvidia (NVDA). The number of external customers using Zhenwu chips also rose sharply, exceeding 650. Wu emphasized the importance of self-training models and larger parameter counts—up to 10 trillion for upcoming Qwen versions—which require significant computing power. While Alibaba Cloud revenue grew by 45% in its latest quarter, capital spending surged 75%, reflecting heavy investment in AI infrastructure.
Topics: AI chips Alibaba data centers Eddie Wu Zhenwu V900