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Alibaba unveils 20GW datacenter plan and Zhenwu V900 AI chip

Alibaba's expansion pace lags major competitors

1 Sep 22 1:42 AM · 4d ago · 1 article · 1 source · development 1 of 2

Analysis notes that while Alibaba's 20GW target is substantial, it trails competitors significantly: the USA alone has 37.7GW under construction, OpenAI's Stargate project targets 10GW by 2029, Meta plans a 5GW campus, and Amazon added 3.8GW in 2025 alone. The Register characterizes Alibaba as moving more slowly and potentially ending with a "relatively modest datacenter fleet" in comparative terms.

Alibaba's expansion pace lags major competitors
The Register

“Steam and combustion engines were designed merely to do what horses and laborers were already doing: pumping water, weaving, and hauling.”

Eddie Wu, Alibaba CEO · rss ↗

Eddie Wu Alibaba CEOAlibaba Cloud Chinese cloud and AI infrastructure providerT-Head Alibaba semiconductor subsidiary

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Peak 1 piece in one hour at Sep 21, 11 PM; 4 pieces over 4 days (3 articles · 1 post) Sep 21, 11 PM — 1 piece · 1 article — Newswires 1Sep 22, 12 AM — quietSep 22, 1 AM — 1 piece · 1 article — Newswires 1Sep 22, 2 AM — quietSep 22, 3 AM — quietSep 22, 4 AM — quietSep 22, 5 AM — 1 piece · 1 article — Google News 1Sep 22, 6 AM — quietSep 22, 7 AM — quietSep 22, 8 AM — 1 piece · 1 post — Reddit 1Sep 22, 9 AM — quietSep 22, 10 AM — quietSep 22, 11 AM — quietSep 22, 12 PM — quietSep 22, 1 PM — quietSep 22, 2 PM — quietSep 22, 3 PM — quietSep 22, 4 PM — quietSep 22, 5 PM — quietSep 22, 6 PM — quietSep 22, 7 PM — quietSep 22, 8 PM — quietSep 22, 9 PM — quietSep 22, 10 PM — quietSep 22, 11 PM — quietSep 23, 12 AM — quietSep 23, 1 AM — quietSep 23, 2 AM — quietSep 23, 3 AM — quietSep 23, 4 AM — quietSep 23, 5 AM — quietSep 23, 6 AM — quietSep 23, 7 AM — quietSep 23, 8 AM — quietSep 23, 9 AM — quietSep 23, 10 AM — quietSep 23, 11 AM — quietSep 23, 12 PM — quietSep 23, 1 PM — quietSep 23, 2 PM — quietSep 23, 3 PM — quietSep 23, 4 PM — quietSep 23, 5 PM — quietSep 23, 6 PM — quietSep 23, 7 PM — quietSep 23, 8 PM — quietSep 23, 9 PM — quietSep 23, 10 PM — quietSep 23, 11 PM — quietSep 24, 12 AM — quietSep 24, 1 AM — quietSep 24, 2 AM — quietSep 24, 3 AM — quietSep 24, 4 AM — quietSep 24, 5 AM — quietSep 24, 6 AM — quietSep 24, 7 AM — quietSep 24, 8 AM — quietSep 24, 9 AM — quietSep 24, 10 AM — quietSep 24, 11 AM — quietSep 24, 12 PM — quietSep 24, 1 PM — quietSep 24, 2 PM — quietSep 24, 3 PM — quietSep 24, 4 PM — quietSep 24, 5 PM — quietSep 24, 6 PM — quietSep 24, 7 PM — quietSep 24, 8 PM — quietSep 24, 9 PM — quietSep 24, 10 PM — quietSep 24, 11 PM — quietYesterday, 12 AM — quietYesterday, 1 AM — quietYesterday, 2 AM — quietYesterday, 3 AM — quietYesterday, 4 AM — quietYesterday, 5 AM — quietYesterday, 6 AM — quietYesterday, 7 AM — quietYesterday, 8 AM — quietYesterday, 9 AM — quietYesterday, 10 AM — quietYesterday, 11 AM — quietYesterday, 12 PM — quietYesterday, 1 PM — quietYesterday, 2 PM — quietYesterday, 3 PM — quietYesterday, 4 PM — quietYesterday, 5 PM — quietYesterday, 6 PM — quietYesterday, 7 PM — quietYesterday, 8 PM — quietYesterday, 9 PM — quietYesterday, 10 PM — quietYesterday, 11 PM — quietToday, 12 AM — quietToday, 1 AM — quietToday, 2 AM — quietToday, 3 AM — quietToday, 4 AM — quietToday, 5 AM — quietToday, 6 AM — quietToday, 7 AM — quietToday, 8 AM — quietToday, 9 AM — quiet 1–2
1–2Alibaba's expansion pace lags major…
Sep 22Sep 23Sep 24yesterdaynow · 10:09 AM ET

Reported in the same hours no headline names this development itself — these 2 claims were published in its stretch

  1. 1 outlet Alibaba Cloud targets 20GW data center capacity by 2032 for AI demand

    first by ET Datacenters, 4d ago

  2. 1 outlet Alibaba Cloud plans six-year stroll to 20GW of datacenters, reveals chip to power them

    first by The Register, 4d ago

All 2 developments of Alibaba unveils 20GW datacenter plan and Zhenwu V900 AI chip →

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