BABA(US:BABA) 量子位·2025-10-09 07:03Core Viewpoint - Alibaba has established a new team focused on embodied intelligence, marking a significant step in its exploration of physical AI systems, following in the footsteps of companies like OpenAI and Google [2][3][5]. Group 1: Team Formation and Leadership - The Qwen team, under Alibaba, has formed a dedicated embodied intelligence squad, which is part of the core department responsible for the development of the Qwen series of large models [6][7]. - Justin Lin, the technical lead of Qwen, personally set up this team, indicating a hands-on approach to its development [10][11]. - Lin has a strong background in AI foundational models, having transitioned from natural language processing to large-scale pre-trained models and now leading the Qwen project [12][18][19]. Group 2: Strategic Direction and Investment - Alibaba has been strategically focused on embodied intelligence since 2024, investing in several companies in this field, including Zhi Ji Power and Xingdong Era [21][22]. - In September 2023, Alibaba Cloud led a $140 million financing round for a robotics company, marking its first direct investment in the embodied intelligence sector [23]. - The company aims to integrate AI large models with robotics and automation, as highlighted in the "Physical AI" initiative announced at the 2025 Cloud Summit [24][25]. Group 3: Technological Evolution and Future Outlook - The establishment of the embodied intelligence team signals Alibaba's shift towards applying AI in real-world scenarios, moving beyond purely virtual applications [27][30]. - The growth in model scale has enhanced AI's capabilities in abstract reasoning and task decomposition, enabling a transition from software simulations to real-world applications [28][29]. - Alibaba's CEO has projected that global AI investment will exceed $4 trillion in the next five years, emphasizing the company's commitment to advancing AI technology towards embodied intelligence and robotic applications [30][31].