Alibaba Cloud (Aliyun)
China's largest cloud and biggest domestic AI-infra buildout
Alibaba Cloud is China's leading cloud provider and the primary compute home for Qwen, with Alibaba committing over 380 billion RMB to AI infrastructure across 2025-2027. It deploys a mix of Nvidia H20, Huawei Ascend and its own T-Head accelerators, and its PAI platform serves much of China's enterprise AI.
Capex
380B+ RMB (3yr)
Model
Qwen
How it fits the stack
Alibaba Cloud (Aliyun) with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Alibaba Cloud (Aliyun) in the AI stack. Alibaba Cloud (Aliyun) with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 8 entities, 7 relationships
- Alibaba Cloud (Aliyun) —uses→ Nvidia H20 (China-spec)
- Alibaba Cloud (Aliyun) —uses→ T-Head (Alibaba PingTouGe)
- Alibaba Qwen (Tongyi) —supplies→ Alibaba Cloud (Aliyun)
- MiniMax —depends on→ Alibaba Cloud (Aliyun)
- Moonshot AI (Kimi) —depends on→ Alibaba Cloud (Aliyun)
- Qwen —hosts→ Alibaba Cloud (Aliyun)
- Alibaba Cloud (Aliyun) —partners with→ 01.AI (Yi)
Depends on ↑ · 2
Context — capital, rivals, policy · · 1