券商中国·2025-03-26 04:26Core Viewpoint - BMW Group announced a deepened strategic cooperation with Alibaba Group to jointly develop an AI engine based on Alibaba's Tongyi AI model, aimed at the Chinese market for BMW's new generation series vehicles, expected to be delivered in 2026 [1][2]. Group 1: Strategic Cooperation - The collaboration focuses on cutting-edge technologies such as AI models and intelligent voice interaction, with the new BMW Intelligent Personal Assistant integrating the jointly developed AI engine [2]. - The AI engine will support smart cockpit and smart travel interaction scenarios, which will debut at the Shanghai Auto Show in April [3]. Group 2: Industry Trends - The automotive industry is rapidly embracing AI, with BMW emphasizing the importance of understanding local consumer needs in China through its Skylab human-computer interaction research center [4]. - BMW's CEO in Greater China highlighted the partnership with Alibaba as a testament to the benefits of collaboration in creating prosperity and growth, aiming to enter a new era of cooperation in the fields of intelligence and electrification [4]. Group 3: AI Investment and Growth - Alibaba has been a pioneer in AI technology research and application in China, with other automotive companies like Xpeng and Zeekr also integrating the Tongyi series models [5]. - As demand for AI technology grows across various industries, Alibaba Cloud's revenue is experiencing accelerated growth, with a significant recruitment drive for AI talent from top global universities [6]. - Alibaba's financial performance shows a return to double-digit growth in external commercial revenue from Alibaba Cloud, with AI-related product revenue achieving triple-digit year-on-year growth for six consecutive months [6].