During the third-quarter fiscal 2026 earnings analyst call, Alibaba announced that its semiconductor subsidiary T-Head has achieved mass production of its self-developed GPU chips. By February 2026, cumulative large-scale deliveries had reached 470,000 units. Within Alibaba Cloud's operational environment, over 60% of T-Head's chips serve external commercial clients, having completed adaptation for large-scale AI workloads from outside customers. The chips currently support AI tasks for more than 400 enterprise clients across various sectors, including internet services, financial services, and autonomous driving.
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