Alibaba has stated its "Cloud + AI + Chip" strategy, and shipments of its PPU chips have already reached tens of thousands of pieces.

Alibaba proposed a new concept internally: Tongyun Ge - Tongyi Laboratory, Alibaba Cloud, and Pingtou Ge, which means the integrated development of large models, cloud computing, and chips. These three sectors are referred to as the "Alibaba AI Golden Triangle." Alibaba Group CEO Wu Yongming also participated in this exchange, saying, "Cloud + AI + chip" is the most important triangular support in the implementation of Alibaba's technology strategy in the future. The biggest incremental and variable changes in cloud computing in the next ten years will be driven by AI. The highly coordinated AI model of software and hardware will be the essential weapon for the next generation of cloud computing companies. It is understood that the Pingtou Ge Zhenwu PPU has already achieved a cumulative shipment volume of tens of thousands of pieces, surpassing Cambricon, and belongs to the top tier among domestic GPU manufacturers. A week ago, Alibaba decided to support its chip company, Pingtou Ge, in its future independent listing. Alibaba is trying to build its own AI narrative, pushing the large model towards open source, betting on a big ecosystem, and opening up incremental space for its cloud business. Alibaba has already benefited from this, expecting a 30%-40% growth in cloud business revenue in a single quarter, and almost every time the stock price increases it is related to AI.