BABA(US:BABA) Sou Hu Cai Jing·2025-09-24 11:25Core Insights - Alibaba has unveiled its ambitious blueprint for Artificial Super Intelligence (ASI), asserting that the realization of Artificial General Intelligence (AGI) is a certainty, while ASI will elevate human intelligence beyond current limits [6][9][22] - The company aims to liberate humans from 80% of daily tasks through AGI, while ASI is expected to create "super scientists" and "full-stack super engineers" capable of solving complex global issues at unprecedented speeds [11][12][22] Summary by Sections AGI and ASI Vision - The new CEO of Alibaba, Wu Yongming, has shifted focus towards ASI, emphasizing its potential to redefine human capabilities and the future of humanity [8][9] - AGI is described as the beginning of an intelligence revolution, with ASI representing the ultimate goal of surpassing human intelligence [12][22] ASI Roadmap - Alibaba has outlined a three-phase evolution towards ASI: 1. Emergence of intelligence (Learning Man) 2. Autonomous action (Assisting Man) 3. Self-iteration (Surpassing Man) [24][26] - The first phase involves AI learning from vast amounts of digitalized human knowledge, while the second phase focuses on AI assisting humans through tool usage and programming capabilities [25][28] Technological Advancements - The company has introduced several advanced AI models, including Qwen3-Max, which surpasses GPT-5 in performance, and Qwen3-VL, which enhances visual understanding and interaction capabilities [36][38][41] - Qwen3-Omni aims to integrate multiple modalities, allowing AI to process and generate audio, text, and visual content seamlessly [42][43] Future Infrastructure and Strategy - Alibaba positions itself as a full-stack AI service provider, anticipating a future where AI capabilities will be delivered through a few dominant cloud computing platforms [34][35] - The company believes that AI will become the most critical commodity, akin to electricity, with a significant increase in data center energy consumption projected by 2032 [34][35] Market Impact - The advancements in AI technology are expected to lead to a massive transformation in the IT industry, with AI agents and robots becoming ubiquitous in daily life [35][36] - Alibaba's commitment to open-source models aims to democratize access to AI technology, similar to the Android model in the mobile space [34][36]