Nvidia(US:NVDA) Zheng Quan Shi Bao Wang·2025-09-24 08:25Core Viewpoint - Alibaba Cloud has announced a partnership with NVIDIA in the field of Physical AI, aiming to enhance its AI platform capabilities and accelerate the development cycle of applications such as embodied intelligence and assisted driving [2][5]. Group 1: Partnership and Technology Integration - Alibaba Cloud's AI platform PAI will integrate NVIDIA's full suite of Physical AI software stack, including Isaac Sim, Isaac Lab, Cosmos, and Physical AI datasets, providing comprehensive services from data preprocessing to simulation testing [5][6]. - Physical AI is a branch of AI technology that extends into the physical world, enabling AI systems to interact with real-world environments, with applications in humanoid robots and advanced autonomous driving [5][6]. Group 2: Future Vision and Infrastructure - Alibaba Group's CEO, Wu Yongming, stated that the development of Artificial General Intelligence (AGI) is a certainty, with the ultimate goal being the creation of Super Artificial Intelligence (ASI) [5][6]. - The company plans to significantly increase its global data center energy consumption by tenfold by 2032 compared to 2022, indicating a substantial investment in computational power to prepare for the ASI era [6]. Group 3: AI Model and Performance - The newly launched Qwen3-Max model from Alibaba's Tongyi flagship series has surpassed competitors like GPT-5 and Claude Opus 4, ranking among the top three globally [8]. - Alibaba has released over 300 open-source models, achieving over 600 million downloads globally, and holds the largest market share in enterprise-level model usage in China [8]. Group 4: AI Infrastructure and Server Technology - Alibaba Cloud showcased its upgraded AI infrastructure, demonstrating capabilities from core chips to high-performance networks and distributed storage [9]. - The new generation of Panjiu 128 super-node AI servers, designed by Alibaba Cloud, supports high-density AI chip integration and offers significant performance improvements over traditional architectures [11].