阿里巴巴②：阿里云的AI基础设施介绍 | 研究笔记26002

三省研究01-11

题记：这篇文章主要介绍阿里云的AI基础设施，内容来自多家券商的研究报告和阿里云官网，说实话很多内容我也看不懂，把它们整理出来，也是为了方便以后继续研究。阿里巴巴是国内拥有“芯片-服务器-云计算操作系统-大模型”全栈自研技术体系的云厂商。2025年云栖大会展示了全面升级的阿里云AI基础设施，涵盖底层芯片、超节点服务器、高性能网络、分布式存储、智算集群到人工智能平台、模型训练推理服务的全栈AI技术能力...

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26002","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09988":1.95,"BABA":1.95,"HBBD.SI":0.6,"ALBmain":0.6},"content_text":"题记：这篇文章主要介绍阿里云的AI基础设施，内容来自多家券商的研究报告和阿里云官网，说实话很多内容我也看不懂，把它们整理出来，也是为了方便以后继续研究。阿里巴巴是国内拥有“芯片-服务器-云计算操作系统-大模型”全栈自研技术体系的云厂商。2025年云栖大会展示了全面升级的阿里云AI基础设施，涵盖底层芯片、超节点服务器、高性能网络、分布式存储、智算集群到人工智能平台、模型训练推理服务的全栈AI技术能力。芯片平头哥半导体有限公司于2018年9月19日成立，是阿里巴巴集团的全资半导体业务主体，该公司由阿里巴巴收购的中天微与达摩院芯片团队合并而成。平头哥定位为提供端云一体全栈产品系列，涵盖数据中心人工智能芯片、处理器IP授权等，实现芯片端到端设计链路全覆盖。倚天7102021年10月，平头哥发布首款128核自研云服务器CPU芯片倚天710，采用业界最先进的5nm工艺，单芯片容纳高达600亿晶体管，在标准测试集SPECint2017上跑分达到440，超过业界标杆20%，能效比提升50%以上。倚天710在2022年完成阿里云数据中心规模化商用，成为中国首个在公有云大模型应用的自研CPU。含光8002019年9月，平头哥发布含光800 AI芯片，推理性能达当时业界最佳AI芯片的4倍。含光800是平头哥发布的首颗数据中心芯片。含光800是一颗高性能人工智能推理芯片，基于12nm工艺， 集成170亿晶体管，性能峰值算力达820 TOPS。 在业界标准的ResNet-50测试中，推理性能达到78563 IPS，能效比达500 IPS/W。含光800采用平头哥自研架构，通过软硬件协同设计实现性能突破。平头哥自主研发的人工智能芯片软件开发包，让含光800芯片在开发深度学习应用时可以获得高吞吐量和低延迟的高性能体验。含光800已成功应用在数据中心、边缘服务器等场景新一代AI芯片2025年曝光的PPU芯片显存容量高达96GB，多项配置超越A800，接近H20水平。该芯片面向大规模视觉计算场景，支持高分辨率图像和视频流的实时处理，是平头哥在AI加速领域的又一重要布局。AI计算服务器阿里2025云栖大会推出自研磐久128超节点AI服务器，支持多种AI芯片，单柜支持128个AI计算芯片， 密度刷新业界纪录；集成阿里自研CIPU 2.0芯片和EIC/MOC高性能网卡，采用开放架构。作为超节点服务器，磐久AL128采用面向下一代超大集群的服务架构，重构GPU间互连方式，旨在大模型训练与推理中实现算力与通信协同最优，相对于传统架构，同等AI算力下推理性能还可提升50%。存储云存储是一种数据存储在远端服务器集群在线访问的存储类型，用户无需关注存储位置。云存储服务提供商负责安全地存储、管理和维护存储服务器、基础设施和网络，以确保用户数据的可靠性、可用性以及性能。基于高度虚拟化的基础架构云存储可以提供广泛的弹性来应对不确定性的容量和性能的诉求。与传统的数据存储方式相比，云存储提供了更灵活、可靠、可扩展的解决方案，用户无需购买和管理自己的存储基础设施，并且可以随时随地方便地访问和管理数据。传统存储方式的日常维护工作，如备份、资料复制、或是存储设备添购等工作，都转移给云存储厂商，让企业可以更专注在自己的核心业务上。灵骏智算集群简单来说，灵骏是阿里云推出的面向AI时代的高性能智算集群服务，它专为大规模深度学习和科学计算而生。如果说之前的“磐久服务器”是强壮的肌肉（单机算力），那么“灵骏”就是把这些肌肉连接起来的神经系统（集群互联），专门解决万卡级超大规模GPU集群的训练和推理难题。智能计算灵骏是一种基于多级亲和性集群端到端设计，稳定高效、高扩展性的AI计算公共云服务，专为人工智能场景而优化设计。灵骏支持十万卡级的高性能网络扩展能力，单任务可支持万卡规模扩展性，产品提供运维管控、集群任务管理等功能，实现开箱即用。为大模型/AIGC、自动驾驶、搜索推荐、科学智能、金融量化等行业、领域提供大规模高密度的算力支撑，搭配全面覆盖的监控和故障自愈处置能力，为您的业务提供高性能、高扩展性与高稳定性于一体的创新底座，在AI时代赢得先发优势。容器容器是云原生时代的“标准集装箱”，它将应用及其依赖打包，确保应用在任何环境中都能一致地运行。阿里云提供了一整套从算力调度、镜像管理到无服务化的完整解决方案。核心产品包括：容器服务Kubernetse版（ACK）、容器计算服务（ACS）、ACK 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