Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three years.

An informed source revealed that Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three years. In China, Alibaba has its own self-developed chip, the Zhenwu 810E; overseas, it is also "using trucks to transport purchased GPUs." "At the most aggressive times, even consumer-level graphics cards like the RTX 4090 are bought in large quantities to build inference clusters and supplement inference throughput," said the source.