Alibaba bets across the full stack: 5-10T Qwen models, 500K-card clusters, 20GW cloud by 2032
Div_pradeep · x · 2026-09-24
At Apsara Conference 2026, Alibaba CEO Eddie Wu said "machine thinking" represents under 3% of human capacity, leaving a 1,000x scaling runway. Alibaba announced bets on all three layers: Models — Recursive Self-Improvement research with planned 5-10T parameter Qwen models aimed toward ASI; Chips — the Zhenwu V900, billed as China's most powerful AI chip, scaling to 500,000 cards per cluster; Cloud — global data center capacity exceeding 20GW by 2032. The thread's point: the whole stack is being built to scale together.
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