Alibaba Cloud has launched its newest AI chip, the Zhenwu M890, for training and inference tasks.
Alibaba Cloud launches its new Zhenwu M890 AI chip for training and inference.
- Alibaba Cloud is expanding its AI infrastructure capabilities with proprietary chips.
- The new Zhenwu M890 chip supports both training and inference, enhancing their AI service offerings.
https://preview.redd.it/sx65w6abj72h1.png?width=759&format=png&auto=webp&s=d51cf88e02824bd788148beacf1047fe61cb7473
Stock down
relax this news is still fresh..it hasnt hit the mainstream news yet
Hedgies pick this news up almost instantly btw
From China banning Nvidia chips, the path is clear, they want to do themselves without US.
I see you also use CN Wire. A man of taste.
News right before Nvidia earnings? Good: More memory than H20. Fp4 support.
Is this causing the turnaround
https://preview.redd.it/cuuv46rso72h1.jpeg?width=1080&format=pjpg&auto=webp&s=fc7ddb9fd6db0f3721acd87f12f8248d64ae6e52
yes AliCloud is holding an event now..expecting more new releases today
Is it good?
Eh, depends on the price. 800GB/s memory bandwidth (what determines how fast LLMs can generate a response) is what an Apple Mac Studio with M3 Ultra chip has. This is 7 times slower than AMD's Instinct accelerator chips.
But, they're bought by the pallet, and the chips clustered together can be quite powerful--enough to run a multinational's token generation needs for an agentic inference platform, e.g. 5 trillion tokens a year. And yes, unfortunately large enterprises actually budget by a goal for decode tokens per year (it's a stupid metric).
So for the right price, this can be a good thing from Alibaba's T-Head arm that makes chips.
It's a real foot in the door as companies shift to GPU-based computing to replace headcount. Combined with closed-source Qwen models, it's a compelling offer; enterprises are looking for a one-stop shop. It's what makes Microsoft's GitHub Copilot so wildly successful in the US.
And just an aside: Qwen 3.6 is fantastic. I host the dense and mixture of experts models and they actually cut down on token use because they get it right the first time or two without needing much re-prompting.
Yes and No.
Jeez what a garbage stock she is
Is this bullish?

r/baba