On January 29, 2026, news emerged that Alibaba is contemplating a substantial increase in its investment in AI infrastructure and cloud computing, with plans to raise the figure from 380 billion yuan to 480 billion yuan over the upcoming three - year period. In the domestic market, Alibaba has unveiled its self - developed AI chip, the Zhenwu 810E. This move showcases the company's commitment to innovation and its ability to compete in the cutting - edge technology sector. On the international front, Alibaba has been actively engaged in significant GPU acquisitions. The company has gone as far as to purchase a large quantity of consumer - grade graphics cards, such as the RTX4090, to construct inference clusters. This strategy not only reflects Alibaba's ambition to stay at the forefront of technological advancements but also highlights its proactive approach in leveraging diverse hardware resources to enhance its AI and cloud computing capabilities.