Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources

South China Morning PostCenter-RightEN 1 min read 100% complete by Ann CaoJanuary 30, 2026 at 12:24 PM

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Alibaba Group Holding has shipped over 100,000 units of its advanced AI chip, the Zhenwu 810E, surpassing domestic competitor Cambricon Technologies. The Zhenwu 810E, developed by Alibaba's T-Head semiconductor arm, is designed for both AI training and inference. This milestone underscores Alibaba's increasing presence in China's AI chip market as domestic companies aim to reduce reliance on US processors like Nvidia amid strong demand and export control uncertainties. The news follows reports of a potential listing of T-Head, indicating growing investor interest in China's semiconductor sector. The Zhenwu 810E's performance is reportedly comparable to Nvidia's H20.

Key Entities & Roles

Key Player Opposition Context

Bloomberg 30% South China Morning Post 40% United States ×260% Cambricon Technologies ×260% T-Head ×270% Zhenwu 810E ×370% Nvidia ×270% China ×380% Alibaba Group Holding ×590%

Keywords

ai chip 100% alibaba 90% semiconductor 80% zhenwu 810e 70% cambricon 60% artificial intelligence 60% t-head 50% domestic alternatives 50% nvidia 40% china 40%