阿里发布最强AI芯片Zhenwu V900及2032年算力规划
Alibaba’s AI roadmap is getting much bigger than models alone.
阿里发布国产最强AI芯片Zhenwu V900并公布2032年算力目标，这是国内算力产业链的重大进展，直接影响行业对国产替代与基础设施供给的判断，值得重点关注。
Alibaba’s AI roadmap is getting much bigger than models alone.
阿里巴巴的AI路线图正变得远超模型本身。
Eddie Wu’s (Alibaba Group CEO) is saying that intelligence itself is becoming a scalable utility: machine-generated thinking is still below 3% of total human cognitive volume today, but Alibaba sees a path toward 1,000x human capacity.
阿里巴巴集团CEO吴泳铭表示，智能本身正成为一种可扩展的基础设施：目前机器生成的思维仅占人类总认知量的3%以下，但阿里巴巴看到了通向1000倍人类能力的路径。
That ambition is showing up across 3 layers. Qwen is pushing Recursive Self-Improvement and plans a 5–10T parameter model for more complex, longer-horizon tasks on the road toward ASI. Alibaba also unveiled the Zhenwu V900, which it says is China’s most powerful AI chip, with 3x the performance of the M890 and support for clusters of up to 500,000 cards, alongside expectations for sharply higher annual chip shipments.
这一雄心体现在三个层面。通义千问（Qwen）正在推动递归自我改进，并计划推出5万亿至10万亿参数的模型，以应对更复杂、更长周期的任务，迈向通用人工智能（ASI）。阿里巴巴还发布了真武V900，称其为中国最强大的AI芯片，性能是M890的3倍，支持多达50万张卡的集群，并预计年度芯片出货量将大幅上升。
And because AI demand is still outpacing infrastructure supply, Alibaba Cloud plans to exceed 20GW of global data-center capacity by 2032.
由于AI需求仍超过基础设施供应，阿里云计划到2032年全球数据中心容量超过20GW。
On compute, Alibaba says its new Zhenwu V900 delivers 3x the M890’s performance, includes 216GB of memory and 1,200GB/s inter-chip bandwidth, and can scale to 500,000-chip clusters. Mass production and commercial release are planned for Q1 2027, while Alibaba expects significant growth in annual AI-chip shipments.
在算力方面，阿里巴巴表示其新款真武V900的性能是M890的3倍，配备216GB内存和1,200GB/s的片间带宽，并可扩展至50万芯片集群。计划于2027年第一季度实现量产和商业发布，同时阿里巴巴预计年度AI芯片出货量将显著增长。
Models, chips, and cloud are now being scaled as one system.
模型、芯片和云现在正作为一个系统进行规模化部署。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力