[1인치 영어] Alibaba Creates~
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Alibaba Creates AI Chip to Help China Fill Nvidia Void (WSJ. 20250829)
Alibaba has developed a new chip that is more versatile than its older chips. Alibaba was once one of the biggest customers of American AI chip leader, Nvidia. Now it and other chip designers are filling the void left after Nvidia ran into regulatory barriers to selling its products in China. Alibaba is China's biggest cloud computing company. Previous cloud computing chips developed by Alibaba have mostly been designed for specific applications. People familiar with the matter say the new chip is now in testing and is meant to serve a broader range of AI inference tasks. Meanwhile, fierce competition in China's food delivery industry has started to show up in Alibaba Group's results, with the e-commerce titan reporting weakness in a key profitability metric in its latest quarter. The company said that adjusted net profit dropped 18% to 33.51 billion yuan, or $4.7 billion for three months ended June. The decline comes as Alibaba has been locked in a delivery price war with Meituan and JD.com as it tries to seize market share. Its net profit beat expectations, however, rising 78% from a year earlier. Finally, Dell Technologies raised its outlook for the year amid strong AI demand. The company said yesterday it now expects full-year revenue to be between 105 to $109 billion, up from a prior range of 101 to $105 billion. Dell posted a profit of $1.16 billion for the second quarter, compared to $887 million a year earlier. Revenue rose 19% to $29.78 billion, but its view for the third quarter was more worrying to investors. Dell anticipates adjusted earnings per share to be $2.45 at the midpoint, which was below analysts' forecast.
Alibaba가 예전보다 기능이 다양화된 반도체를 개발했음. Alibaba는 Nvidia의 최대고객이었으나 Nvidia가 대중국 수출에 규제를 받자 기타 반도체 설계업체가 그 자리를 차지하고 있음. 이전 Alibaba 반도체는 특정 애플리케이션용으로 설계되었으나 이제 더 다양한 AI 추론 작업용 반도체를 개발해 테스트 중임. 한편, Alibaba가 음식배달서비스 시장에서 치열한 경쟁에 직면함(예: Meituan, JD.com). 한편 Dell Technologies의 연간 매출 전망이 상향조정됨. 2분기 이익이 전년 동기대비 상승함. 매출은 상승했으나 3분기 전망은 우려스러움. 주당순이익은 예상치보다 낮음
