阿里CEO吴泳铭首提“超级人工智能”，公司股价涨超6%

Core Viewpoint - The realization of Artificial General Intelligence (AGI) is seen as a certainty, marking the beginning of a journey towards Artificial Superintelligence (ASI), which aims to surpass human intelligence and achieve self-iteration [1][7][24]. Group 1: AI Development Stages - The evolution towards ASI is outlined in three stages: 1) Emergence of intelligence through learning human knowledge; 2) Autonomous action where AI assists humans; 3) Self-iteration, where AI learns from raw data in the physical world to surpass human capabilities [1][9][12]. - The current stage is characterized by AI's ability to assist humans, utilizing tools and programming capabilities [1][10]. Group 2: AI Infrastructure and Investment - Alibaba is investing 380 billion yuan over three years in AI infrastructure, with plans for further investments to support the transition to the ASI era [2][20]. - In the past four quarters, Alibaba has invested over 100 billion yuan in AI infrastructure and product development [2]. Group 3: Financial Performance - Alibaba Cloud's revenue grew by 26%, reaching a three-year high, with AI-related revenue accounting for over 20% of external commercial income [4]. - The capital market is increasingly betting on Alibaba's AI business, with significant investments from notable funds [5]. Group 4: AI as a New Operating System - Large models are expected to become the next generation operating system, with AI Cloud serving as the new computing platform [2][16]. - The future will see a shift from traditional software to AI-generated agents, allowing users to create applications using natural language [16][18]. Group 5: Future of AI and Human Collaboration - The emergence of ASI will redefine human-AI collaboration, with AI significantly enhancing human productivity and capabilities [23][24]. - The AI revolution is anticipated to unlock new levels of productivity, similar to past technological revolutions [23][24].