阿里自研AI芯片亮相，平头哥官网正式发布“真武810E”AI芯片

\u003cdiv class=\"rich_media_content\"\u003e\u003c!--NO_AD_ERROR_2--\u003e\u003cp style=\"line-height: 1.6; margin-bottom: 24px; margin-left: 0pt; margin-right: 0pt; margin-top: 3pt\"\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(51, 51, 51)\"\u003e\u003cspan style=\"font-size: 18px\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e文｜乔巴\u003c/span\u003e\u003c/span\u003e\u003c/span\u003e\u003c/strong\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.6; margin-bottom: 24px; margin-left: 0pt; margin-right: 0pt; margin-top: 3pt\"\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(51, 51, 51)\"\u003e\u003cspan style=\"font-size: 18px\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e编辑｜苏扬\u003c/span\u003e\u003c/span\u003e\u003c/span\u003e\u003c/strong\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.6; margin-bottom: 24px; margin-left: 0pt; margin-right: 0pt; margin-top: 3pt\"\u003e\u003cspan style=\"color: rgb(0, 0, 0)\"\u003e\u003cspan style=\"font-size: 18px\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e2026年1月29日，AI芯片“\u003c!--VERTICAL_CARD_BEGIN_0--\u003e真武810E\u003c!--VERTICAL_CARD_END_0--\u003e”正式在平头哥半导体官网发布。该芯片此前曾以“PPU”为代号出现在相关报道中。随着该产品的上线，阿里巴巴完成了自研芯片、云基础设施与算法模型的全链路技术整合。\u003c/span\u003e\u003c/span\u003e\u003c/span\u003e\u003c!--NO_AD_0--\u003e\u003c!--EOP_0--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_0--\u003e\u003cp style=\"line-height: 1.6; margin-bottom: 24px; margin-left: 0pt; margin-right: 0pt; margin-top: 3pt\"\u003e\u003cspan style=\"color: rgb(0, 0, 0)\"\u003e\u003cspan style=\"font-size: 18px\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e技术参数显示，“真武810E”采用自研并行计算架构及\u003c!--VERTICAL_CARD_BEGIN_1--\u003e片间互联技术\u003c!--VERTICAL_CARD_END_1--\u003e。该芯片配备 96GB \u003c!--VERTICAL_CARD_BEGIN_2--\u003eHBM2e\u003c!--VERTICAL_CARD_END_2--\u003e 内存，片间互联带宽为 700 GB/s。在应用层面，该芯片主要用于AI训练、推理及自动驾驶领域，目前已在阿里云万卡集群中规模化部署，支持通义千问大模型的研发与运行。\u003c/span\u003e\u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.6; margin-bottom: 24px; margin-left: 0pt; margin-right: 0pt; margin-top: 3pt\"\u003e\u003cspan style=\"font-size: 18px\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e\u003c!--IMG_0--\u003e\u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.6; margin-bottom: 24px; margin-left: 0pt; margin-right: 0pt; margin-top: 3pt\"\u003e\u003cspan style=\"color: rgb(0, 0, 0)\"\u003e\u003cspan style=\"font-size: 18px\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e在性能对标方面，根据官方提供的行业数据显示，“真武810E”的整体性能优于\u003c!--SECURE_LINK_BEGIN_0--\u003e英伟达\u003c!--SECURE_LINK_END_0--\u003eA800，与英伟达H20处于同一水平。目前该芯片的外部客户涵盖能源、科研及互联网等领域，包括国家电网、中科院、小鹏汽车等400余家机构。\u003c!--AI_AD_1000--\u003e\u003c!--AI_AD_2000--\u003e\u003c/span\u003e\u003c/span\u003e\u003c/span\u003e\u003c!--NO_AD_1--\u003e\u003c!--EOP_1--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_1--\u003e\u003cp style=\"line-height: 1.6; margin-bottom: 24px; margin-left: 0pt; margin-right: 0pt; margin-top: 3pt\"\u003e\u003cspan style=\"color: rgb(0, 0, 0)\"\u003e\u003cspan style=\"font-size: 18px\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e值得注意的是，就在本款芯片发布的一周前，市场传出阿里巴巴拟推动平头哥独立上市的消息。据相关报道，阿里计划先对平头哥进行内部重组，将其转设为部分由员工持股的独立实体，随后探索IPO方案。\u003c/span\u003e\u003c/span\u003e\u003c/span\u003e\u003c!--NO_AD_2--\u003e\u003c!--EOP_2--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_2--\u003e\u003cp style=\"line-height: 1.6; margin-bottom: 24px; margin-left: 0pt; margin-right: 0pt; margin-top: 3pt\"\u003e\u003cspan style=\"color: rgb(0, 0, 0)\"\u003e\u003cspan style=\"font-size: 18px\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e尽管阿里巴巴官方对此传闻未予置评，但受此消息提振，阿里美股股价一度涨超7%。\u003c!--SECURE_LINK_BEGIN_1--\u003e摩根大通\u003c!--SECURE_LINK_END_1--\u003e在研报中预估平头哥的估值在250亿至620亿美元之间，占阿里总市值的6%至14%。\u003c/span\u003e\u003c/span\u003e\u003c/span\u003e\u003c!--NO_AD_3--\u003e\u003c!--EOP_3--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_3--\u003e\u003cp style=\"line-height: 1.6; margin-bottom: 24px; margin-left: 0pt; margin-right: 0pt; margin-top: 3pt\"\u003e\u003cspan style=\"color: rgb(0, 0, 0)\"\u003e\u003cspan style=\"font-size: 18px\"\u003e\u003cspan style=\"letter-spacing: 1px\"\u003e基于独立上市的市场传闻，一位长期关注科技政策的研究员评论，“我觉得主要还是想把这种前沿业务剥离出来，可以拿到精准支持。以政策争取为例，如果整体以阿里名义申请，容易因体量巨大而被认定‘不需要特殊扶持’；但若平头哥独立运作，不仅其增长潜力可能远超集团股价，在争取国家专项政策或资源支持时，也能更精准、更合规地实现对接”。\u003c/span\u003e\u003c/span\u003e\u003c/span\u003e\u003c!--NO_AD_4--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\u003cdiv powered-by=\"qqnews_ex-editor\"\u003e\u003c/div\u003e\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.rich_media_content{color:var(--news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]):not(.qn-editor-copy){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content{color:var(--news-font-night-color)}}.data_color_scheme_dark .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.data_color_scheme_dark .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.data_color_scheme_dark .rich_media_content{color:var(--news-font-night-color)}.data_color_scheme_dark .rich_media_content{font-size:18px}.rich_media_content p[data-exeditor-arbitrary-box=image-box]{margin-bottom:11px}.rich_media_content\u003ediv:not(.qnt-video),.rich_media_content\u003esection{margin-bottom:var(--news-bottom-distance)}.rich_media_content hr{margin-bottom:var(--news-bottom-distance)}.rich_media_content .link_list{margin:0;margin-top:20px;min-height:0!important}.rich_media_content blockquote{background:#f9f9f9;border-left:6px solid #ccc;margin:1.5em 10px;padding:.5em 10px}.rich_media_content blockquote p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content blockquote{background:#323232}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content blockquote{background:#323232}}.rich_media_content ol[data-ex-list]{--ol-start: 1;--ol-list-style-type: decimal;list-style-type:none;counter-reset:olCounter calc(var(--ol-start,1) - 1);position:relative}.rich_media_content ol[data-ex-list]\u003eli\u003e:first-child::before{content:counter(olCounter,var(--ol-list-style-type)) '. 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