突传重磅！阿里巴巴大爆发

Core Viewpoint - Alibaba's CEO emphasizes that large models represent the next generation of operating systems and that AI Cloud will be the next computing paradigm, predicting only 5-6 super cloud computing platforms globally in the future [1] Group 1: AI Infrastructure and Investment - Alibaba is actively advancing its AI infrastructure with an investment of 380 billion, planning to increase this investment further [1] - By 2032, the energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022, indicating an exponential rise in computing power investment [1] Group 2: Path to Super Artificial Intelligence (ASI) - The journey towards achieving ASI is divided into three stages: 1. Emergence of intelligence, where AI learns 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 comprehensive raw data from the physical world for autonomous learning, ultimately surpassing human capabilities [1] Group 3: Market Reaction - Following the announcements made at the Cloud Conference, Alibaba's stock in Hong Kong saw a short-term increase of over 3% [1]