Alibaba Cloud, Zhipu AI and chip-supply updates lead China AI compute news
China AI compute news centered on cloud infrastructure expansion, foundation-model platform shifts, and domestic chip-supply developments.
• Zhipu AI reportedly has nearly 7 million MaaS API users, including 23,000 enterprise customers, and has deployed more than 50,000 domestic computing-power chips.
• Alibaba Cloud reportedly plans to more than triple its global capacity for modular data centers this year, after shortening large AIDC delivery cycles to 100 days and cutting construction costs by more than 10%.
• Chinese green-tech company Envision said it has commissioned a 2GW campus in Inner Mongolia, joining the ranks of DeepSeek and RedNote.
• Alibaba’s Qwen Open Platform went live, opening service integrations across phones, PCs and AI glasses to partners in sectors including logistics, housing, local services, wealth management and automobiles.
• 01.AI said its large-model open platform will gradually stop offering online demos, API calls, account top-ups and related services as it focuses more sharply on enterprise AI solutions.
• Alibaba’s qwen3.8-max entered Arena’s Week 32 overall large-model ranking at No. 6 with an ELO score of 1497, while the report said Chinese models showed strength in several categories.
• Apple has reportedly been testing memory chips from China’s ChangXin Memory Technologies across product lines including the iPhone and MacBook, with preliminary supply talks focused on some devices sold in China.
• SK Hynix said no decision has been made on a reported plan to sell a stake in its Chongqing packaging plant, while noting it is considering measures to strengthen its packaging business.