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Alibaba Cloud SUPPLY CHAIN TRACE

CLOUD PROVIDERS🇨🇳 China · BABA · NYSE | 9988 · HKEX

Alibaba Cloud (Aliyun) is China's largest cloud provider, operating NVIDIA H20 GPUs and Huawei Ascend clusters after being cut off from H100/H200 exports by BIS rules in October 2023. Its in-house Hanguang 800 NPU (TSMC-fabbed) powers recommendation and search workloads, while its Qwen LLM family serves as the AI foundation layer for enterprise and consumer services across Alibaba's ecosystem.

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UPSTREAM — SUPPLIERS

Quanta Computer

World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft

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SERVER ODMssupplies AI servers to

Foxconn Industrial Internet (FII)

Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally

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SERVER ODMssupplies AI servers to

Vertiv

Critical power and thermal management for AI data centers

Chokepoint🇺🇸
POWER & COOLINGsupplies power & cooling to

Huawei / HiSilicon

China's leading chip designer (Kirin mobile, Ascend AI); on US Entity List since 2019

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CHIP DESIGNERSsupplies Ascend AI chips to

YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

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MEMORY (HBM)supplies NAND storage to

CXMT

China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV

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MEMORY (HBM)supplies DRAM to

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

Chokepoint🇺🇸
CHIP DESIGNERSsupplies H20 (export-controlled, downgraded GPU) to

Biren Technology

China's leading GPU startup; BR100 was TSMC-fabbed at 7nm but Biren was Entity Listed by BIS in Oct 2022, cutting off TSMC access and US EDA tools; now pivoting to domestic fabs

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CHIP DESIGNERSsupplies BR-series AI GPUs to

Cambricon

China's publicly listed AI chip designer (STAR Market); MLU-series accelerators used in domestic cloud and edge AI; Entity Listed Dec 2020, now fabbed at SMIC

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CHIP DESIGNERSsupplies MLU AI accelerators to

↓ all supply to Alibaba Cloud ↓

Alibaba Cloud

China's #1 cloud provider; deploys Alibaba Hanguang 800 AI chip (TSMC-fabbed) and Huawei Ascend; operates Qwen LLM

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
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↓ Alibaba Cloud supplies to ↓

DeepSeek

Chinese AI lab backed by High-Flyer quant fund; developed DeepSeek-V3/R1 frontier models using restricted NVIDIA H800 + Huawei Ascend; disrupted global AI pricing in Jan 2025

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AI CONSUMERSprovides AI cloud compute and hosting to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Alibaba Cloud's role in the AI chip supply chain?

China's #1 cloud provider; deploys Alibaba Hanguang 800 AI chip (TSMC-fabbed) and Huawei Ascend; operates Qwen LLM

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