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The AI Investor
@The_AI_Investor
Deep research on AI investing, join Patreon, Substack for more! DISCLAIMER:
Joined September 2020
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Alibaba is now playing the full stack game. At Apsara on Sept 22 the company confirmed Qwen 4 is in training and said Qwen 4.5 and Qwen 5 will scale to 5T to 10T parameters, up from 2.4T on today's Qwen3.8-Max. Existing Zhenwu chips already serve more than 650 customers, and Alibaba claims V900 clusters can scale to 500,000 cards. New cloud regions are coming to Türkiye, Finland and the Netherlands plus more capacity in Malaysia, Germany, the UAE, France and Hong Kong. Keep in mind every performance number is Alibaba's own claim, the 3x figure is measured against its own M890.
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