还值得注意的是，阿里云宣布新一轮全球基础设施扩建计划：将在巴西、法国和荷兰首次设立云计算地 域节点(region)，并将扩建墨西哥、日本、韩国、马来西亚和迪拜的数据中心，以便更好服务全球客户 日益增长的AI和云计算需求。 阿里巴巴美股盘前大涨近10%，报178.9美元。消息面上，在2025阿里云栖大会上，阿里巴巴正式宣布 与英伟达开展Physical AI合作。合作覆盖了Physical AI的实践的各个方面，包括数据的合成处理，模型 的训练，环境仿真强化学习以及模型验证测试等。另外，目前阿里正积极推进3800亿的AI基础设施建 设，并计划追加更大的投入。 ...

Core Insights - Alibaba Cloud announced a partnership with NVIDIA in the field of Physical AI at the 2025 Hangzhou Yunqi Conference, integrating NVIDIA's Physical AI software stack into its AI platform PAI to enhance development cycles for applications like embodied intelligence and assisted driving [1][4] - Following the announcement, Alibaba's stock surged, with a nearly 10% increase in pre-market trading in the US and a 9% rise in Hong Kong [3] Group 1: Partnership and Technology Integration - The integration of NVIDIA's software stack includes tools for data preprocessing, simulation data generation, model training evaluation, robotic reinforcement learning, and simulation testing, creating a comprehensive service platform [1][4] - Physical AI aims to extend AI technology into the physical world, enabling interaction with real-world environments, with applications in humanoid robots and advanced autonomous driving systems [4] Group 2: Future Vision and Infrastructure - Alibaba Group's CEO emphasized that the development of Artificial General Intelligence (AGI) is a certainty, with the ultimate goal being the creation of Super Artificial Intelligence (ASI) [4] - Alibaba Cloud plans to significantly increase its global data center energy consumption by 10 times by 2032 compared to 2022, indicating a substantial investment in computational power [5] Group 3: AI Model Advancements - The newly launched Qwen3-Max model outperforms competitors like GPT-5 and Claude Opus 4, ranking among the top three globally, and has become the most widely adopted model among Chinese enterprises [7] - Alibaba Cloud has seen a fivefold increase in AI computing power and over fourfold growth in AI storage over the past year, reflecting its commitment to enhancing AI infrastructure [7][8] Group 4: Hardware Innovations - Alibaba Cloud introduced the new generation of Panjiu 128 ultra-node AI servers, designed for high density and performance, capable of supporting multiple AI chips and achieving significant improvements in inference performance [10]

【#阿里巴巴与英伟达合作Physical AI#】《科创板日报》24日讯，在2025阿里云栖大会上，阿里巴巴正 式宣布与英伟达开展Physical AI合作。合作覆盖了Physical AI的实践的各个方面，包括数据的合成处 理，模型的训练，环境仿真强化学习以及模型验证测试等。（智通财经) ...

据新华财经，在2025阿里云栖大会上，阿里巴巴正式宣布与英伟达开展Physical AI合作。合作覆盖了 Physical AI的实践的各个方面，包括数据的合成处理，模型的训练，环境仿真强化学习以及模型验证测 试等。 ...

【#阿里宣布与英伟达开展PhysicalAI合作#】9月24日，在2025阿里云栖大会上，阿里巴巴正式宣布与英 伟达开展Physical AI合作。合作覆盖了Physical AI的实践的各个方面，包括数据的合成处理，模型的训 练，环境仿真强化学习以及模型验证测试等。（每经） ...

据新华财经， 在2025阿里云栖大会上，阿里巴巴正式宣布与英伟达开展Physical AI合作。合作覆盖 了Physical AI的实践的各个方面，包括数据的合成处理，模型的训练，环境仿真强化学习以及模型验 证测试等。 ...

阿里巴巴(9988.HK)进一步拉升，股价大涨近10%报174.6港元，创2021年8月以来新高。在2025阿里云栖 大会上，阿里巴巴正式宣布与英伟达开展Physical AI合作。合作覆盖了Physical AI的实践的各个方面， 包括数据的合成处理，模型的训练，环境仿真强化学习以及模型验证测试等。 ...

Core Viewpoint - Alibaba's stock price has surged over 9%, reaching a high of 174.6 HKD, with an annual increase of nearly 120% [1] Group 1: Company Developments - Alibaba officially announced a collaboration with NVIDIA on Physical AI, covering various aspects such as data synthesis, model training, environmental simulation reinforcement learning, and model validation testing [1] - CEO Wu Yongming stated that Alibaba is actively advancing a three-year plan to invest 380 billion in AI infrastructure, with plans for continued larger investments [1] Group 2: Industry Insights - The 2025 Cloud Habitat Conference will take place on September 24, featuring three main forums and three exhibition halls exploring cutting-edge AI directions [1] - The AI+ hall will showcase large model and intelligent agent development tools, while the Computing hall will focus on full-stack capabilities from chips to platforms [1] - The Frontier Applications hall will display AI implementation practices from over a hundred companies, highlighting the importance of Alibaba's computing chip specifications, capital expenditure plans, and model iterations [1]

Core Viewpoint - Alibaba's stock price has increased significantly, with a nearly 120% rise year-to-date, following the announcement of a collaboration with NVIDIA on Physical AI initiatives [1] Group 1: Stock Performance - Alibaba's stock (09988) rose over 9%, reaching a high of 174.6 HKD, with a current price of 173.9 HKD and a trading volume of 34.964 billion HKD [1] Group 2: AI Collaboration - Alibaba officially announced a partnership with NVIDIA to work on various aspects of Physical AI, including data synthesis, model training, environmental simulation reinforcement learning, and model validation testing [1] Group 3: Infrastructure Investment - Alibaba's CEO, Wu Yongming, stated that the company is actively advancing a three-year plan to invest 380 billion RMB in AI infrastructure, with intentions to continue increasing this investment [1] Group 4: Upcoming Events - The 2025 Cloud Habitat Conference will take place on September 24, featuring three main forums and three exhibition halls focused on AI advancements, including a showcase of large models and intelligent development tools [1] Group 5: Strategic Focus Areas - Attention is recommended on Alibaba's computing chip specifications, capital expenditure plans, the iteration and open-sourcing of the Qianwen model, and the layout of edge-side products [1]

每经AI快讯，9月24日，阿里巴巴港股涨近9%，此前阿里巴巴宣布与英伟达开展Physical AI合作。 （文章来源：每日经济新闻） ...