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Alibaba co-founder and CEO since September 2023, overseeing the company's e-commerce, cloud computing, and AI strategy.
Alibaba is close to selling Lingxi Games to Trustar Capital above the price it asked for in June, according to cryptobriefing.com. The buyer is a private equity firm, not a rival publisher.
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Capital spending of $9.98bn in one quarter bought 45% AI cloud growth, a 12% segment margin and a $6.58bn free cash outflow. The trade is now explicit in the accounts.
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Every net dollar goes to AI infrastructure, three days after quarterly profit fell 75%. For anyone buying cloud AI, that changes which number tells you whether capacity arrives.
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T-Head has published a basic spec sheet for the Zhenwu V900 and Eddie Wu claimed clusters of up to 500,000 chips, yet the foundry behind the part is still unnamed, and Wu himself named supply shortages as the limit on Alibaba's compute.
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The Zhenwu V900 sat on T-Head's roadmap for the third quarter of 2027 when the M890 shipped in May, and Eddie Wu now says mass production starts in the first quarter, with Hong Kong shares up as much as 5.1%.
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Alibaba says the Zhenwu V900 reaches mass production in the first quarter of 2027. Until then, the checkable evidence of China's accelerator progress is the predecessor's install base across more than 400 external customers.
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Alibaba says the Zhenwu V900 trebles the performance of its previous accelerator and can run in clusters of up to 500,000 units. The supply question behind those clusters went unanswered at the launch.
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Lingxi Games is profitable and is being sold anyway, to fund model training and data centres. Assume your competitors are financing AI capex the same way: by divesting, not by growing into it.
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Alibaba scheduled a 27-billion-parameter vision-language model for August 14, alongside an already-published 2.4-trillion-parameter MoE. The smaller file is the consequential one.
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