an insider revealed Alibaba is considering increasing its investment in AI infrastructure and cloud computing over the next three years from 380 billion yuan to 480 billion yuan. Domestically, Alibaba has its self-developed chip, the Zhenwu 810E; overseas, it is also "using trucks to transport purchased GPUs," said an insider. At the most aggressive stage, "even consumer-grade graphics cards like the RTX4090 were bought in large quantities to build inference clusters and supplement inference throughput." (LatePost)