Alibaba unveils Zhenwu V900 AI chip as Armenia's 70k-GPU cluster and Samsung HBM4 expansion make waves

创业邦 · wechat · 2026-09-23

A roundup of infra and hardware news: Alibaba's T-Head launched the Zhenwu V900 AI chip with 3x the compute of M890 and clusters scalable to 500k cards; Samsung's glass carrier cleaning ramp hints HBM4 output may double next year; Firebird's Armenia data center will host 70k+ NVIDIA chips at 300MW by end of 2026. LG-Microsoft expanded their AI data center partnership, Apple may adopt CoE OLED in 2029 iPhones, and XPeng Robotics completed supply chain audits as Tesla's robot team also audits Chinese suppliers.

Original post →

More from Embodied

Embodied channel →