云栖大会今开幕,阿里云将展示超大规模集群、分布式训练、推理加速等能力,首次展出高密度AI服务器和高性能网络架构
Shang Hai Zheng Quan Bao·2025-09-23 23:58

Core Insights - The 2025 Cloud Habitat Conference will be held from September 24 to 26, showcasing AI software products, new models, and infrastructure hardware, with a focus on "cloud intelligence and carbon-silicon symbiosis" [1][2] - Alibaba Cloud will present capabilities in large-scale clusters, distributed training, and inference acceleration, including a high-density AI server supporting 144 computing nodes [1][2] - Over a hundred companies will demonstrate AI applications, with more than 200 Agent applications and 300 AI terminal products on display [1] Software Sector Developments - Companies in the Alibaba Cloud ecosystem are actively developing intelligent agent solutions across various sectors, including finance, government, and healthcare [2][3] - Tianfeng Securities reports that Alibaba Cloud has partnered with 18 companies to release multiple intelligent agents covering areas such as credit risk control and intelligent customer service [3] - New Zhi Software has launched various industry-specific robots, focusing on applications in finance, legal services, and automotive sectors [3][4] Hardware Sector Progress - Alibaba's capital expenditure on AI and cloud infrastructure reached 38.6 billion yuan, a 220% year-on-year increase, indicating significant investment in AI capabilities [6] - Companies in the hardware ecosystem are advancing customer onboarding and product delivery, with Chipone collaborating with RISC-V leaders to provide customized chip services [6][7] - Data center developments are ongoing, with companies like Data Port and Runze Technology expanding their infrastructure to meet national data center layout strategies [7]