Scrutica
Where Alibaba sits in the compute supply chain — geographic revenue split, segment mix, capex / FCF / buyback history, and industry placement — sourced from licensed-database extracts and SEC EDGAR, joined to the supply-chain graph through the industry classification.
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 |
Dollar flows are annual figures from the fiscal year labelled on the row — SEC segment and >10%-customer disclosures, re-derived company disclosures, or a licensed supply-chain database; per-row source and authority tier on hover. A row without a year means the source does not state the period. The 3-month Pearson r comes from a licensed supply-chain database; correlation is a coupling proxy — shared market sensitivity, not a causal channel. Sole-source edges are flagged inline.
The substrates above join to the platform's analytical surfaces. Each link carries Alibaba's own numbers into the tool that acts on them.
178 upstream · 94 downstream — the interactive graph opens with Alibaba selected. The cascade simulator propagates seed disruptions across this same edge set, weighted by the curator's substitutability assessment.
The facility table filtered to exactly these records — class, status, and power per row, exportable with full provenance columns.
Side-by-side facilities, GPU inventory, power, revenue, capex, and market cap.