Alibaba Cloud Zhenwu M890 implementa Qwen3.8, convirtiéndose en el primer nodo del país con un modelo de más de 2 billones de parámetros

Alibaba Cloud announced on July 23 that its Zhenwu M890 supernode has been successfully adapted to Qwen3.8 and has been deployed on Alibaba Cloud’s Bailian platform to provide model inference services. Alibaba stated that this makes it the first supernode in China to successfully run a large model with over 200 billion parameters. Alibaba has not yet disclosed the Qwen3.8 architecture or parameter breakdown, but the Qwen3 version it has already released is a mixture-of-experts model with a total of 2350 million parameters.

Alibaba Cloud Zhenwu M890 Supernode Goes Live on Bailian Platform on July 23

According to Alibaba’s announcement, the main technical specifications of the Zhenwu M890 supernode are as follows: the M890 chip comes with 144GB of on-chip memory, and inter-chip bandwidth reaches 800GB per second. The Panjiu AL128 supernode server based on the M890 integrates 128 accelerators within a single rack, with internal bandwidth reaching PB-level per second.

Alibaba states that after this deployment of Qwen3.8, the Zhenwu M890 supernode has become the first supernode in China to successfully run a large model with over 200 billion parameters, and related model inference services have been officially launched on the Bailian platform. Alibaba has not yet publicly disclosed the specific architecture or parameter breakdown of Qwen3.8.

Public Company Layout in the Supernode Track

Based on responses from multiple companies on interactive platforms, many listed companies have already disclosed their supernode-related deployments:

Zhejiang Supor Technology (603019): ScaleX640 (640 cards/rack, 20x increase in computing density) and ScaleX40 (40 GPUs/nodes, orthogonal, cable-free first-tier interconnection architecture); the ScaleX platform overall forms an AI supercluster with 10,000 cards

Digital China (000034): In February 2026, to release Shenzhou Kuntai supernode servers for government/enterprise and industrial customers; current progress is smooth

Wanton Development (600246): Whether the 950 supernodes use the company’s products depends on the needs of downstream vendors themselves

WEI for Technology (603496): Intelligent computing supernodes are currently in product customization development and early-stage market cooperation with partners; based on orthogonal architecture technology, it is under R&D

Huatai Securities Research Report: Supernodes as an Important Direction for Domestic Compute Infrastructure

According to Huatai Securities’ latest research report, the World Artificial Intelligence Conference showcased various supernode solutions in a concentrated manner, indicating that supernodes have become an important development direction for domestic compute infrastructure. System-level competition will drive increases in the value-added of high-speed interconnects and complete rack/cabinet solutions. The research report suggests focusing on the following related areas: switch chips, switches, copper interconnects, optical modules, and complete machine racks/cabinets.

FAQ

What are the technical specifications of Alibaba Cloud’s Zhenwu M890 supernode?

According to disclosures from Alibaba, the M890 chip is equipped with 144GB of on-chip memory and inter-chip bandwidth of 800GB per second; the Panjiu AL128 supernode integrates 128 accelerators in a single rack, with internal bandwidth reaching PB-level per second.

What is the basis for Alibaba’s claim of the “first supernode in China with over 2 billion parameters”?

According to Alibaba’s announcement on July 23, the Zhenwu M890 supernode successfully ran Qwen3.8 and provides model inference services on the Bailian platform. Alibaba claims it is the first supernode in China to successfully run a large model with over 200 billion parameters. The specific Qwen3.8 architecture and parameter breakdown have not been publicly disclosed yet.

What investment suggestions does Huatai Securities’ research report offer for the supernode sector?

According to Huatai Securities’ latest research report, it is recommended to focus on areas related to supernodes such as switch chips, switches, copper interconnects, optical modules, and complete machine racks/cabinets. The report believes that supernodes have become an important direction for domestic compute infrastructure.