Sou Hu Cai Jing·2025-09-28 08:34Group 1 - Alibaba is actively advancing a three-year plan to invest 380 billion in AI infrastructure, with intentions for further investment [1] - By 2032, the energy consumption of Alibaba Cloud's global data centers is projected to increase tenfold compared to 2022 [1] - AI-related product revenue has achieved triple-digit year-on-year growth for eight consecutive quarters, with AI revenue accounting for over 20% of Alibaba Cloud's external commercialization revenue [3] Group 2 - Wu Yongming predicts that large models will serve as the next generation operating system, linking tools and user demands across various industries [3] - AI Cloud is expected to replace energy as the most important commodity, driving daily operations across multiple sectors [3] - The majority of AI capabilities will be generated and delivered in the form of tokens within cloud computing networks, with tokens being likened to future electricity [3]