Xuan Gu Bao·2025-09-24 23:27Group 1 - Alibaba announced a partnership with NVIDIA to integrate NVIDIA's Physical AI software stack into Alibaba Cloud's AI platform PAI, providing comprehensive services for enterprises including data preprocessing, simulation data generation, model training evaluation, and reinforcement learning [1] - NVIDIA's Rev Lebaredian stated that Physical AI could unlock a trillion-dollar opportunity in the real economy, with Jensen Huang emphasizing its potential to transform the $50 trillion manufacturing and logistics sectors [1] - CITIC Securities noted that domestic CAE (Computer-Aided Engineering) vendors are expected to deeply engage in the Physical AI industry, leveraging their accumulated technical capabilities in various fields [1] Group 2 - Companies like Orbbec and Zhongwang Software are collaborating with NVIDIA, integrating multiple mainstream products into the NVIDIA Jetson platform and enhancing CAE capabilities [2] - Alibaba's CEO mentioned an increase in capital expenditure beyond the initial 380 billion, amidst a competitive landscape for large AI model clusters, with major players like Meta and Microsoft building extensive clusters [3] - DataPort and Runjian Co. are involved in AI applications and computing power collaborations with Alibaba, with Runjian having established a significant computing power cluster [3]