AI accelerator designed by Alibaba's T-Head division, the newest part in its Zhenwu chip family and intended for use in large training clusters.
T-Head has published a basic spec sheet for the Zhenwu V900 and Eddie Wu claimed clusters of up to 500,000 chips, yet the foundry behind the part is still unnamed, and Wu himself named supply shortages as the limit on Alibaba's compute.
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The Zhenwu V900 sat on T-Head's roadmap for the third quarter of 2027 when the M890 shipped in May, and Eddie Wu now says mass production starts in the first quarter, with Hong Kong shares up as much as 5.1%.
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Huawei moved its next AI chip three quarters forward to a first-quarter 2027 ship date, days before Xi Jinping's first White House visit in 11 years. Its chairman says Huawei may not make enough chips for domestic demand, so output remains the limit on Chinese AI compute.
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Alibaba says the Zhenwu V900 reaches mass production in the first quarter of 2027. Until then, the checkable evidence of China's accelerator progress is the predecessor's install base across more than 400 external customers.
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Alibaba says the Zhenwu V900 trebles the performance of its previous accelerator and can run in clusters of up to 500,000 units. The supply question behind those clusters went unanswered at the launch.
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