Apsara 2026: Alibaba Cloud targets more than 20 GW of capacity by 2032 and unveils the Zhenwu V900 chip

2026-09-22 · Publisher : Alibaba · Domain : Cloud & DevOps

At the Apsara Conference, Eddie Wu announces a target of more than 20 GW of data center capacity by 2032. Alibaba unveils the Zhenwu V900 AI chip (216 GB of memory), expected in mass production in the first quarter of 2027.

### Background On 22 September 2026, at the Apsara Conference in Hangzhou, Eddie Wu, chief executive of Alibaba Group, announces that the group wants to raise its global data center capacity to more than 20 gigawatts by 2032. Alibaba discloses neither its current capacity nor the planned regional breakdown. The target extends the February 2025 commitment: more than 380 billion yuan of investment in cloud and AI over three years. ### Key facts - Target of more than 20 GW of data center capacity by 2032; current capacity not disclosed. - Zhenwu V900 AI chip, designed by T-Head, Alibaba's semiconductor unit: 216 GB of memory, 1,200 GB/s of inter-chip bandwidth, FP8 and FP4 formats; three times the performance of the Zhenwu M890 introduced in May; mass production planned for the first quarter of 2027. - Alibaba Cloud is to bring its AI "supernodes" into commercial operation at scale during the quarter. - In the June 2026 quarter, AI cloud and compute services reach $7.1 billion (+45%); the segment's adjusted EBITA rises 133% to $830 million, a margin of about 12%. - According to Reuters, cited by the trade press, Eddie Wu says AI demand exceeds Alibaba Cloud's capacity supply and that supply chains limit expansion. ### Why it matters Alibaba is pursuing a full-stack strategy: Qwen models, in-house chips, servers, networking and cloud, in a context of US restrictions on advanced chip exports. For groups operating in Asia, it is a sign of a local provider ramping up capacity. The figures come from trade press relaying Reuters, with no official press release consulted. ### Takeaway Alibaba targets more than 20 GW by 2032: the race for AI computing capacity extends to China with its own chips.

Tags : Alibaba Cloud, Chine, Puces, Datacenter, Hyperscaler