阿里云向哪里去？吴泳铭给出答案

Core Viewpoint - The article emphasizes the vision of Alibaba's CEO, Wu Yongming, regarding the evolution of AI towards Artificial Super Intelligence (ASI), which is seen as the ultimate goal beyond Artificial General Intelligence (AGI) [2][3][4]. Group 1: Stages of AI Development - The first stage is "Intelligent Emergence," where AI acquires generalized intelligence by learning vast amounts of human knowledge [2]. - The second stage is "Autonomous Action," where AI develops tool usage and programming capabilities to assist humans, which is the current industry stage [3]. - The third stage is "Self-Iteration," where AI connects with the physical world and achieves self-learning, ultimately surpassing human capabilities [4]. Group 2: Role of Large Models - Wu Yongming describes large models as the next-generation operating system, facilitating user interaction with AI through natural language rather than complex commands [7][8]. - The article highlights significant advancements in Alibaba's large model capabilities, including the introduction of the Qwen3-Max model, which outperforms competitors like GPT-5 and Claude Opus 4 [8][9]. - The Qwen3-Coder model allows novice programmers to accomplish tasks in a fraction of the time it would take experienced developers, showcasing the efficiency of large models in programming [8]. Group 3: AI Infrastructure and Development - Alibaba Cloud is positioning itself as a leading AI service provider by developing a new AI supercomputer that integrates advanced AI infrastructure with model architecture [17][20]. - The company is investing heavily in AI and cloud infrastructure, with plans to invest 380 billion yuan over the next three years, exceeding the total investment of the past decade [22]. - Alibaba Cloud's AI infrastructure is expanding globally, with new data center locations announced in Brazil, France, and the Netherlands, among others [22]. Group 4: Market Position and Future Outlook - Alibaba is recognized as the only Chinese company among the world's top four "super AI clouds," pursuing a full-stack self-research strategy across AI chips, cloud computing, and foundational models [22]. - The article notes that Alibaba's stock saw a significant increase following the cloud conference, reflecting growing investor confidence in its AI strategy [22]. - The future of AI is projected to see a tenfold increase in energy consumption for Alibaba Cloud's global data centers by 2032, indicating rapid growth in AI applications [22].