雪藏8年正式亮剑｜平头哥PPU出货10万片

硅基棠02-05

2026 年初，阿里巴巴旗下平头哥传来重磅消息，其自研 PPU 芯片累计出货量已达 10 万片，这一数字超越寒武纪等国产 GPU 厂商，标志着这款雪藏 8 年的芯片正式亮剑，跻身国产 GPU 第一梯队。作为阿里 2018 年成立平头哥后重点研发的核心产品，PPU 的规模化出货背后，是阿里 “云 + AI + 芯片” 战略的深度落地，核心便是 “通云哥” 黄金三角布局。“通云哥” 由马云在 2025...

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第一梯队。作为阿里 2018 年成立平头哥后重点研发的核心产品，PPU 的规模化出货背后，是阿里 “云 + AI + 芯片” 战略的深度落地，核心便是 “通云哥” 黄金三角布局。“通云哥” 由马云在 2025...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205093439953fe0ae&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0417516571.SGD","symbol_name":"Allianz Oriental Income Cl AT Acc SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205093439953fe0ae&s=b","article_id":"2609634337","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205093439953fe0ae&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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storage officially shows its sword for 8 years | Pingtouge PPU ships 100,000 pieces","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":"2026 年初，阿里巴巴旗下平头哥传来重磅消息，其自研 PPU 芯片累计出货量已达 10 万片，这一数字超越寒武纪等国产 GPU 厂商，标志着这款雪藏 8 年的芯片正式亮剑，跻身国产 GPU 第一梯队。作为阿里 2018 年成立平头哥后重点研发的核心产品，PPU 的规模化出货背后，是阿里 “云 + AI + 芯片” 战略的深度落地，核心便是 “通云哥” 黄金三角布局。“通云哥” 由马云在 2025 年 4 月提出，指通义实验室、阿里云和平头哥三者协同，分别承担大模型研发、云基础设施承载、芯片硬件支撑角色。阿里巴巴集团 CEO 吴泳铭强调这是未来阿里科技战略最重要的三角支撑，目标是让每个人、每个企业都能参与 AI 时代。目前阿里正考虑将未来三年 AI 基建与云计算投入从 3800 亿元提升到 4800 亿元，为这一战略保驾护航。平头哥 PPU 的正式名称为真武 810E，早在 2020 年就秘密启动研发，2022 年底至 2023 年初完成研发和场景验证，长期处于 “只对内部开放” 状态。这款芯片采用自研并行计算架构和片间互联技术，搭配全栈自研软件栈，实现软硬件全自研，存储器为 96G HBM2e，片间互联带宽达 700GB/s，功耗 400W，接口为 PCIe 5.0×16，关键参数超英伟达 A800 和主流国产 GPU，整体性能与英伟达 H20 相当，升级版性能更胜英伟达 A100。目前真武 810E 已在阿里云实现多个万卡集群部署，应用于 AI 训练、AI 推理和自动驾驶领域，服务国家电网、中科院、小鹏汽车、新浪微博等 400 多家客户。据有关消息称小鹏汽车和比亚迪均下单超万片，成为外部重要客户。2023 年，平头哥推出首款存储芯片 —— 镇岳 510 SSD 主控芯片，这款芯片对标业界标杆三星旗舰产品，能满足 AI 训练、推理对低延时、高带宽的需求，截至目前出货量已超 50 万片。镇岳 510 不仅在阿里云内部完成规模化验证，还在阿里云 EBS 实现规模化部署，广泛应用于 AI 训练、AI 推理、分布式存储、在线交易等业务场景。同时与忆恒创源、得瑞领新、佰维存储、长江万润等存储厂商加快合作及生态建设，拓展商业化边界。2021 年云栖大会上，平头哥发布阿里首个通用服务器芯片倚天 710。这是一款Arm 架构服务器 CPU，性能超同期业界标杆 20%，能效比提升超 50%，让阿里成为业界首家具备 CPU 研发设计能力的中国互联网公司。如今倚天 710 已通过阿里云大规模应用于视频编解码、高性能计算、游戏等领域，依托阿里云软硬协同优化，应用软件性能提升显著。阿里云倚天实例已为数千家企业提供算力，性价比提升超 30%，成为云原生时代绿色算力的重要支撑。2019 年，平头哥推出成立后的首秀之作 ——含光 800 AI 推理芯片。这款芯片采用自研架构，推理性能达 78563IPS，每秒可处理 7.8 万张图片，创下当时同类芯片领域性能和能效比两项第一。含光 800 很快应用于双 11 淘宝主搜场景，在实际业务中验证性能优势，为平头哥后续芯片研发积累了宝贵场景经验。平头哥在 IoT 领域也有重要布局，推出的羽阵 611 超高频 RFID 电子标签芯片，出货量已达数亿颗，广泛应用于零售、服饰、快消品、物流及资产管理等领域，应用场景还延伸至服装洗涤、畜牧管理等新兴领域。2025 年 IOTE 国际物联网展上，平头哥携菜鸟亮相，展出羽阵 611 行业解决方案，还首次公开与菜鸟联合打造的 RFID 解决方案，麦当劳中国成为这一解决方案的大客户，推动万物互联时代数字基石构建。平头哥从 2018 年成立至今，用 8 年时间完成从 AI 推理芯片、通用 CPU、AI 训推芯片、存储芯片到 IoT 芯片的全栈布局。如今以 PPU 出货 10 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