Very backwards analysis
1) alibaba has agreements with whoever is fabbing the chip. They didn’t design a 5nm chip unless their supplier could commit to delivering it at a specific price and timeframe. Why in the world would someone doubt that? Are they under the impression that Alibaba doesn’t know how to run a business?
2) the chip as a general purpose processor is comparable to an M1. Does the writer have any idea how impressive this is? Apple is a pretty impressive company with insane amounts of resources and engineering capabilities. It was genius that they could make the M1. Alibaba has made massive in-roads catching up.
3) the chip is an AI chip which means that while Alibaba could have used a lot more real estate to make improve general compute, they were focused instead on an engine to feed NPUs.
4) Qwen 3.5 might be the most impressive open model n the market right now. I’ve been using it for most of my work for weeks and it’s killing Kimi K2.5 and ChatGPT 5.4 has been just a disaster. Alibaba will optimizing their processors and models to perform well with each other. They have already proved they can.
I think this article should be written much more in favor of the massive achievement of Alibaba. America’s top AI companies are so fragmented. Microsoft should be 100% in Mai tech not OpenAI. Google is on the right track kinda but they’re ignoring local AI. OpenAI and Anthropic aren’t even players anymore and they haven’t even noticed. Al is not a product, it’s a feature or a tool. OpenAI and Anthropic lack products because everything they make can be easily replaced free tech.
Look to Deepseek. They figured it out already.