Alibaba Ships 470,000 AI Chips, Admits Inferiority While Betting on Cloud Stack Optimization
Alibaba Group's T-Head division shipped 470,000 AI chips in 2026 despite admitting inferiority to Nvidia. CEO Yongming Wu prioritizes cloud stack optimization over raw performance to compete in a restricted market. Cloud revenue grew 36% to 6.2 billion dollars with a five-year target of 100 billion dollars.
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