3 6 Ke·2025-09-24 11:01Group 1 - Alibaba announced a collaboration with NVIDIA to develop Physical AI, covering various aspects such as data synthesis, model training, environment simulation reinforcement learning, and model validation testing [1] - Physical AI aims to extend AI technology into the physical world by integrating multimodal perception, spatial relationship understanding, and physical rule cognition for interaction with reality [1] Group 2 - The 2025 Cloud Habitat Conference was held in Hangzhou, where Alibaba's CEO expressed that there may be more agents and robots than the global population working alongside humans, significantly impacting the real world [2] - The CEO believes that large models represent the next generation of operating systems, while AI cloud will be the next generation of computing, predicting that there may only be 5 or 6 super cloud computing platforms globally in the future [2] - Alibaba is actively advancing an investment of 380 billion in AI infrastructure and plans to increase this investment further [2] - By 2032, the energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022, marking a significant shift in the era of superintelligence [2]