吴泳铭称阿里目标是“打造AI时代的操作系统”
BABABABA(US:BABA) 第一财经·2025-09-24 04:01

Core Viewpoint - AGI is not the endpoint of artificial intelligence development but rather the starting point towards superintelligent AI (ASI) that can self-iterate [3] Group 1: AI Evolution Stages - The evolution of AI will occur in three stages: emergence of intelligence, autonomous action assisting humans, and self-iteration surpassing human intelligence [3][4] - Currently, AI is at the beginning of the second stage, where it will work alongside humans, potentially exceeding the global population in the number of intelligent agents and robots [3] Group 2: Predictions and Future Developments - Large models will serve as the next generation operating system, facilitating interactions between the physical and digital worlds, with natural language becoming the programming language of the AI era [4] - AI Cloud is predicted to be the next generation of computing, transitioning from CPU-centric to GPU-centric AI computation, requiring denser computing power and larger infrastructure [5] - The company plans to invest 380 billion yuan in cloud and AI infrastructure over three years, anticipating a tenfold increase in energy consumption of global data centers by 2032 compared to 2022 [5]