# 阿里巴巴推出新款 AI 晶片 Zhenwu M890，這家中國科技巨頭加強努力打造國產替代 Nvidia 處理器。

*semiconductor · news · 2026-05-20 · MarketScreener*

## Key points

- 阿里巴巴全新 Zhenwu M890 AI 晶片的效能是前代的三倍。
- 阿里巴巴公布晶片路線圖，計劃於 2027 年和 2028 年推出次世代 V900 和 J900。
- Panjiu AL128 伺服器系統將 128 顆 Zhenwu 晶片整合於單一機架，並已立即供貨。
- T-Head 已出貨超過 56 萬顆 Zhenwu 晶片，擁有超過 400 家涵蓋 20 個產業的外部企業客戶。
- Qwen 3.7-Max 可連續執行代理任務長達 35 小時而不損失效能。

BEIJING/SINGAPORE, May 20 (Reuters) - Alibaba Group on Wednesday unveiled a new AI chip, the Zhenwu M890, as the Chinese technology giant intensifies efforts to build domestic alternatives to Nvidia processors amid tightening U.S. export curbs. The chip, developed by Alibaba's semiconductor design subsidiary T-Head, delivers three times the performance of its predecessor, Zhenwu 810E. It is purpose-built for the emerging wave of AI "agents" -- software systems that can carry out complex, multi-step tasks with limited human oversight. Alibaba said the new processor is well-suited to handle the heavy memory and communication demands of agent workloads, where models must retain long stretches of context and coordinate with one another in real time. The company also outlined a multi-year chip roadmap, saying it would follow the M890 with a successor called the V900 in the third quarter of 2027, and a further chip, the J900, in the third quarter of 2028. The V900 is expected to deliver another roughly threefold performance gain over the M890, Alibaba said, signalling a sustained cadence of in-house silicon upgrades. The plan underscores China's growing efforts to produce locally developed AI chips as Washington bans the sale of the most powerful U.S. processors to Chinese customers, and follows a similar announcement by Huawei last year. Hangzhou-based Alibaba last year pledged to spend more than 380 billion yuan ($53 billion) on cloud and AI infrastructure over three years, its largest-ever commitment to the sector. The investment reflects a broader bet across China's technology industry that demand for AI computing power will continue to surge as enterprises adopt agent-based applications. Alibaba unveiled the chip at its annual Alibaba Cloud Summit, alongside a new server system, the Panjiu AL128, which packages 128 of the accelerators into a single rack. The system is available immediately to Chinese enterprise customers through Alibaba Cloud's domestic model platform, known as Bailian. T-Head said it has shipped more than 560,000 Zhenwu units to date, with over 400 external customers across 20 industries, including automakers and financial services firms, having deployed the chips. Alibaba also announced Qwen 3.7-Max, the latest version of its flagship large language model, which it said is engineered for advanced coding and long-running agent tasks. The company said the model can operate continuously for up to 35 hours without performance degradation. (Reporting by Liam Mo in Beijing and Miyoung Kim in Singapore; Editing by Jamie Freed)

**Companies:** Alibaba Group
**Countries:** China, United States

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