Core Viewpoint - Alibaba Cloud is positioning itself for the future of AI, with a focus on building a robust AI infrastructure and preparing for the arrival of Artificial Super Intelligence (ASI) [1][22]. AI Development Stages - The journey to ASI is defined in three stages: "Intelligent Emergence," "Autonomous Action," and "Self-Iteration" [6][12]. - The first stage involves AI learning from vast human knowledge, achieving capabilities comparable to top human performers in various fields [6][3]. - The second stage focuses on AI's ability to assist humans by performing complex tasks and interacting with the physical world [7][8]. - The third stage will see AI achieving self-learning capabilities, allowing it to optimize and evolve independently [11][12]. Investment Goals - Alibaba is committed to a three-year investment plan of 380 billion yuan in AI infrastructure, anticipating a tenfold increase in energy consumption by 2032 compared to 2022 [22][19]. - The company aims to create a comprehensive AI ecosystem that supports developers and enhances AI applications across industries [20][19]. AI as the Next Operating System - Large models are expected to replace traditional operating systems, serving as the backbone for all tools and applications in the AI era [14][15]. - Natural language will become the programming language of the AI age, enabling users to create applications effortlessly [15][16]. AI Cloud as the Next Computing Paradigm - The future of computing will revolve around AI Cloud, which will require massive computational resources and infrastructure [18][19]. - The shift from CPU-centric to GPU-centric computing is essential for meeting the demands of AI applications [18][20]. Collaboration Between Humans and AI - The emergence of ASI will redefine human-AI collaboration, enhancing productivity and creating new opportunities across various sectors [24][25]. - AI is expected to amplify human capabilities significantly, leading to unprecedented levels of productivity and innovation [24][25].
吴泳铭发言 解析阿里未来