On January 30th, news emerged that Alibaba has unveiled an internal concept dubbed "Tongyunge," which signifies the seamless integration of Tongyi Lab, Alibaba Cloud, and T-Head. This emblematic trinity development model encapsulates the synergy among large-scale AI models, cloud computing, and chip technology, collectively known as Alibaba's AI golden triangle.

Alibaba Group CEO Wu Yongming emphasized that "Cloud + AI + Chip" constitutes the cornerstone triangular support of Alibaba's technological strategy. He projected that over the next decade, the most significant growth and variability in cloud computing will be propelled by AI. He also highlighted that AI models with a high degree of synergy between hardware and software will emerge as pivotal for the next generation of cloud computing enterprises.

It is reported that T-Head's Zhenwu PPU has achieved cumulative shipments in the hundreds of thousands, surpassing Cambricon and positioning itself among the top-tier domestic GPU manufacturers. A week prior, Alibaba declared its support for T-Head's potential future independent listing.

Alibaba is diligently constructing its proprietary AI ecosystem by open-sourcing the Qianwen large model and incrementally expanding its cloud business, efforts that have already borne fruit. Cloud business revenue is anticipated to experience a growth of 30%-40% in a single quarter, with a substantial portion of the stock price increase attributable to AI.