Companies · 5 datasets
Alibaba
$10.0B of capital spending in Q2 2026, 1 AI campus drawing 203 MW and computing with 32K H100-equivalents now, 33 live cloud regions in 17 countries, 6 frontier models.
- Capital spending$10.0B, Q2 2026
- AI campuses203 MW drawn now
- AI supercomputers, to Jul 20257 clusters
- Cloud regions33 live regions
- Frontier models6 models
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$10.0B of capital spending in Q2 2026, up 85% on a year earlier
Every company's capex →Purchase of property and equipment (excluding land use rights and construction in progress relating to office campuses), from the free cash flow reconciliation, from the company's filings, in US dollars. The last four quarters total $21.9B.
Alibaba’s AI campuses draw 203 MW now, 203 MW at planned peak
The Buildout →| Campus | Role | Power now | H100e now | Planned peak | First power |
|---|---|---|---|---|---|
| Alibaba ZhangbeiZhangbei, Hebei, China | owner and user | 203 MW | 32K | 203 MWJan 2026 | Sep 2025 |
Owner and users as Epoch AI names them. The totals above count the campuses Alibaba owns, not those it uses.
7 AI supercomputers in Epoch AI’s list to Jul 2025, 0 H100-equivalents operating then
Every listed supercomputer →| Cluster | Country | H100e | Status | From |
|---|---|---|---|---|
| Alibaba Cloud in Malaysia Phase 2 | Malaysia | — | existing | Jul 2025 |
| Alibaba Cloud in Mexico | Mexico | — | existing | Feb 2025 |
| Alibaba Cloud in Philippines Phase 1 | Philippines | — | existing | Jul 2021 |
| Alibaba Cloud in South Korea Phase 1 | South Korea | — | existing | Jul 2022 |
| Alibaba Cloud in South Korea Phase 2 | South Korea | — | existing | Jun 2025 |
| Alibaba Cloud in Thailand Phase 1 | Thailand | — | existing | Jul 2022 |
| Alibaba Cloud in Thailand Phase 2 | Thailand | — | existing | Jan 2025 |
Epoch AI stopped this list in Jul 2025; the H100-equivalents now at each campus are in the campus table above, and on the Machine’s compute layer.
33 live cloud regions in 17 countries
Countries →| Region | City | Country | Status |
|---|---|---|---|
| Brazil (São Paulo)sa-east-1 | São Paulo | Brazil | live |
| China (Beijing)cn-beijing | Beijing | China | live |
| China (Chengdu)cn-chengdu | Chengdu | China | live |
| China (Fuzhou - Local Region)cn-fuzhou | Fuzhou | China | live |
| China (Guangzhou)cn-guangzhou | Guangzhou | China | live |
| China (Hangzhou)cn-hangzhou | Hangzhou | China | live |
| China (Heyuan)cn-heyuan | Heyuan | China | live |
| China (Hohhot)cn-huhehaote | Hohhot | China | live |
| China (Nanjing - Local Region)cn-nanjing | Nanjing | China | live |
| China (Qingdao)cn-qingdao | Qingdao | China | live |
| China (Shanghai)cn-shanghai | Shanghai | China | live |
| China (Shenzhen)cn-shenzhen | Shenzhen | China | live |
| China (Ulanqab)cn-wulanchabu | Ulanqab | China | live |
| China (Wuhan - Local Region)cn-wuhan-lr | Wuhan | China | live |
| China (Zhangjiakou)cn-zhangjiakou | Zhangjiakou | China | live |
| China (Zhongwei)cn-zhongwei | Zhongwei | China | live |
| France (Paris)eu-west-2 | Paris | France | live |
| Germany (Frankfurt)eu-central-1 | Frankfurt | Germany | live |
| China (Hong Kong)cn-hongkong | Hong Kong | Hong Kong | live |
| Indonesia (Jakarta)ap-southeast-5 | Jakarta | Indonesia | live |
| Japan (Tokyo)ap-northeast-1 | Tokyo | Japan | live |
| Malaysia (Johor)ap-southeast-8 | Johor Bahru | Malaysia | live |
| Malaysia (Kuala Lumpur)ap-southeast-3 | Kuala Lumpur | Malaysia | live |
| Mexicona-south-1 | Querétaro | Mexico | live |
| Philippines (Manila)ap-southeast-6 | Manila | Philippines | live |
| SAU (Riyadh - Partner Region)me-central-1 | Riyadh | Saudi Arabia | live |
| Singaporeap-southeast-1 | Singapore | Singapore | live |
| South Korea (Seoul)ap-northeast-2 | Seoul | South Korea | live |
| Thailand (Bangkok)ap-southeast-7 | Bangkok | Thailand | live |
| UAE (Dubai)me-east-1 | Dubai | United Arab Emirates | live |
| UK (London)eu-west-1 | London | United Kingdom | live |
| US (Silicon Valley)us-west-1 | San Jose | United States | live |
| US (Virginia)us-east-1 | Virginia Beach | United States | live |
6 models that led or matched the top of an LMArena board
Frontier →Days in first place, summed across LMArena's boards.
- Epoch AI, CC BY 4.0.
- Epoch AI, CC BY 4.0.
- Company filings, public filings.
- Cloud providers, facts from public region lists.
- LMArena, CC BY 4.0.
- The names joined for Alibaba: alibaba, alibaba cloud. The join is this site's own.