BABA(US:BABA) Bei Ke Cai Jing·2025-09-24 06:37Core Viewpoint - Alibaba Group's CEO, Wu Yongming, asserts that achieving Artificial General Intelligence (AGI) is a certainty, with the ultimate goal being the development of Super Artificial Intelligence (ASI) that can self-iterate and surpass human capabilities [1][2] Group 1: AI Development Stages - Wu outlines a three-stage evolution towards ASI: 1. "Intelligent Emergence" where AI learns from vast human knowledge to develop generalized intelligence 2. "Autonomous Action" where AI acquires tool usage and programming skills to assist humans, which is the current industry stage 3. "Self-Iteration" where AI connects with the physical world for self-learning, ultimately achieving superiority over humans [1] Group 2: Strategic Pathways - Alibaba Cloud aims to be a "full-stack AI service provider" with two core strategic pathways: 1. The open-source initiative "Tongyi Qianwen" to create an "Android of the AI era" 2. Building a super AI cloud as the "next-generation computer" to provide a global intelligent computing network [1] Group 3: Infrastructure Investment - To support its ambitious vision, Alibaba is advancing a three-year plan with an investment of 380 billion yuan in AI infrastructure, with plans for further investments [2] - By 2032, the energy consumption of Alibaba Cloud's global data centers is projected to increase tenfold compared to 2022, the year recognized as the beginning of Generative AI [2] Group 4: Product Launch - At the Yunqi Conference, Alibaba's flagship model Qwen3-Max was unveiled, outperforming competitors like GPT-5 and Claude Opus 4 - Qwen3-Max features two versions: Instruct and Thinking, with its preview version ranking third on the Chatbot Arena leaderboard, and the official version expected to achieve further breakthroughs [2]