Alibaba is designing AI chips around agents, and that changes what the race is actually about

This video contains Altered content or synthetic content. Alibaba introduced the Zhenwu M890, a new AI chip designed to train and run models, as part of its push to build stronger domestic alternatives to Nvidia amid tighter US export controls. The chip is reportedly a major upgrade over its prior version, with much higher performance, and Alibaba also outlined a long-term roadmap for its chip business. The move supports its broader AI strategy, which includes cloud infrastructure, model development, and enterprise AI services, while helping China reduce reliance on foreign semiconductors.
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