Scrutica
Alibabafinancials and operating footprint — geographic revenue split, segment mix, capex / FCF / buyback history, industry placement — sourced from licensed-database extracts and SEC EDGAR, joined to the supply-chain graph through the industry classification.
Where Alibaba sits in the compute supply chain: where its revenue comes from, what it spends capital on, and which counterparties move money in and out of the door.
No licensed-database enrichment loaded for this entity — geographic revenue, segments, capital allocation, and industry classification are absent. Coverage rules in the methodology.
Per-chip-class GPU inventory estimates for Alibaba, sourced exclusively from peer publications. Per CLAUDE.md DQP §2 every row is is_estimated=true with authority_tier=3 — there is no tier-1 primary source for these numbers.
| Chip class | Deployed (est.) | Stockpiled · frozen | Deployment status | Source |
|---|---|---|---|---|
| Huawei Ascend 910C | 768 | — | Deployed | 2026-01 ↗ |
| NVIDIA H20 | — |
| Deployed |
| 2025-04 ↗ |
| Total | 768 | 0 | 2025-04 - 2026-01 |
Annual $-flow and 3-month Pearson r per edge come from a licensed supply-chain database. Correlation is a coupling proxy — shared market sensitivity, not a causal channel. Sole-source edges are flagged inline.