Group 1 - Alibaba's stock surged nearly 9% on September 24, reaching a market capitalization of HKD 3.3 trillion, marking a four-year high [1] - Alibaba announced a collaboration with NVIDIA at the 2025 Alibaba Cloud Conference, focusing on various aspects of Physical AI, including data synthesis, model training, environmental simulation reinforcement learning, and model validation testing [1] - Alibaba's CEO, Wu Yongming, stated that Alibaba Cloud aims to become the "Android of the AI era," with the goal of developing super artificial intelligence (ASI) that can self-iterate and surpass human capabilities [3] Group 2 - Alibaba Cloud's AI strategy will be implemented through two core paths: first, the open-source initiative "Tongyi Qianwen" to create the "Android of the AI era"; second, building a super AI cloud as the "next-generation computer" to provide intelligent computing power globally [3]

深圳商报•读创客户端记者 陈姝 9月24日，在杭州召开的云栖大会上，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭发表主旨演讲时称，实现通用人工智能AGI只是起点，终极 目标是发展出能自我迭代、全面超越人类的超级人工智能ASI。阿里云正在全力打造一台全新的AI超级计算机。 吴泳铭明确了阿里云的战略路径。阿里云作为"全栈人工智能服务商"，将通过两大核心路径实施AI战略：第一，通义千问坚定开源开放路线，致力于打 造"AI时代的Android"；其二，构建作为"下一代计算机"的超级AI云，为全球提供智能算力网络。他还称，阿里云正在全力打造一台全新的AI超级计算机， 它同时拥有最领先的AI基础设施和最领先的模型，可以在基础架构设计和模型架构上协同创新，从而确保在阿里云上调用和训练大模型时，能达到最高效 率，成为开发者最好用的AI云。 谈及AI与人的关系时，他说，对未来充满乐观，超级人工智能到来之后，人类和AI是一个崭新的协同方式。程序员可以下一个指令，通过Coding这样的工 具，让它晚上12个小时就能够创造出一个我们需要的系统。"从Vibe Coding到Vibe Working。未来，每个家庭、工厂、公司 ...

转自：智通财经 【阿里巴巴吴泳铭：阿里云要做AI时代的安卓】智通财经9月24日电，阿里巴巴集团CEO、阿里云智能 集团董事长兼CEO吴泳铭在云栖大会上分享了对AI发展的思考。他认为实现通用人工智能AGI（通用人 工智能）已是确定性事件，但这只是起点，终极目标是发展出能自我迭代、全面超越人类的超级人工智 能ASI。阿里云将通过两大核心路径实施AI战略：第一，通义千问坚定开源开放路线，致力于打造"AI 时代的Android（安卓）"；其二，构建作为"下一代计算机"的超级AI云，为全球提供智能算力网络。 ...

为实现这一目标，吴泳铭明确了阿里云的战略路径。阿里云作为"全栈人工智能服务商"，将通过两大核 心路径实施AI战略：第一，通义千问坚定开源开放路线，致力于打造"AI时代的Android"；其二，构建 作为"下一代计算机"的超级AI云，为全球提供智能算力网络。 为支撑这一宏大愿景，吴泳铭表示，阿里巴巴正在积极推进三年3800亿元的AI基础设施建设计划，并 将会持续追加更大的投入。根据远期规划，为了迎接ASI时代的到来，对比2022年这个GenAI的元年， 2032年阿里云全球数据中心的能耗规模将提升10倍。 （文章来源：证券日报） 9月24日，在杭州召开的云栖大会上，阿里巴巴集团控股有限公司（以下简称"阿里巴巴"）CEO、阿里 云智能集团董事长兼CEO吴泳铭发表主旨演讲，他认为实现通用人工智能AGI已是确定性事件，但这只 是起点，终极目标是发展出能自我迭代、全面超越人类的超级人工智能ASI。 吴泳铭首次系统阐述了通往ASI的三阶段演进路线。第一阶段："智能涌现"，AI通过学习海量人类知识 具备泛化智能。第二阶段："自主行动"，AI掌握工具使用和编程能力以"辅助人"，这是行业当前所处的 阶段。第三阶段："自我迭代" ...

Core Insights - The CEO of Alibaba Group, Wu Yongming, believes that the realization of Artificial General Intelligence (AGI) is a certainty, marking the beginning of a journey towards the ultimate goal of developing Artificial Super Intelligence (ASI) that can self-iterate and surpass human capabilities [1] Summary by Sections AI Development Stages - Wu outlined a three-stage evolution towards ASI: 1. "Intelligent Emergence": AI acquires generalized intelligence by learning vast amounts of human knowledge 2. "Autonomous Action": AI develops tool usage and programming skills to assist humans, which is the current stage of the industry 3. "Self-Iteration": AI connects with the physical world to achieve self-learning and ultimately surpass human intelligence [1] AI Strategy Implementation - Alibaba Cloud will implement its AI strategy through two core paths: 1. The "Tongyi Qianwen" initiative, which emphasizes an open-source approach aimed at creating the "Android of the AI era" 2. The development of a super AI cloud as the "next-generation computer" to provide a global intelligent computing network [1]

Core Viewpoint - Alibaba Group's CEO, Wu Yongming, asserts that achieving Artificial General Intelligence (AGI) is a certainty, with the ultimate goal being the development of Super Artificial Intelligence (ASI) that can self-iterate and surpass human capabilities [1][2] Group 1: AI Development Stages - Wu outlines a three-stage evolution towards ASI: 1. "Intelligent Emergence" where AI learns from vast human knowledge to develop generalized intelligence 2. "Autonomous Action" where AI acquires tool usage and programming skills to assist humans, which is the current industry stage 3. "Self-Iteration" where AI connects with the physical world for self-learning, ultimately achieving superiority over humans [1] Group 2: Strategic Pathways - Alibaba Cloud aims to be a "full-stack AI service provider" with two core strategic pathways: 1. The open-source initiative "Tongyi Qianwen" to create an "Android of the AI era" 2. Building a super AI cloud as the "next-generation computer" to provide a global intelligent computing network [1] Group 3: Infrastructure Investment - To support its ambitious vision, Alibaba is advancing a three-year plan with an investment of 380 billion yuan in AI infrastructure, with plans for further investments [2] - By 2032, the energy consumption of Alibaba Cloud's global data centers is projected to increase tenfold compared to 2022, the year recognized as the beginning of Generative AI [2] Group 4: Product Launch - At the Yunqi Conference, Alibaba's flagship model Qwen3-Max was unveiled, outperforming competitors like GPT-5 and Claude Opus 4 - Qwen3-Max features two versions: Instruct and Thinking, with its preview version ranking third on the Chatbot Arena leaderboard, and the official version expected to achieve further breakthroughs [2]

第二阶段："自主行动"，AI掌握工具使用和编程能力以"辅助人"，这是行业当前所处的阶段。 第三阶段："自我迭代"，AI通过连接物理世界并实现自学习，最终实现"超越人"。 为实现这一目标，吴泳铭明确了阿里云的战略路径。阿里云作为"全栈人工智能服务商"，将通过两大核心路径实施AI战略：第一，通义千问坚定开源开放路 线，致力于打造"AI时代的Android"；其二，构建作为"下一代计算机"的超级AI云，为全球提供智能算力网络。 为支撑这一宏大愿景，吴泳铭表示，阿里巴巴正在积极推进三年3800亿的AI基础设施建设计划，并将会持续追加更大的投入。根据远期规划，为了迎接ASI 时代的到来，对比2022年这个GenAI的元年，2032年阿里云全球数据中心的能耗规模将提升10倍。 【环球网科技报道 记者 李文瑶】9月24日，在杭州召开的云栖大会上，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭发表主旨演讲，他认为实现 通用人工智能AGI已是确定性事件，但这只是起点，终极目标是发展出能自我迭代、全面超越人类的超级人工智能ASI。 吴泳铭首次系统阐述了通往ASI的三阶段演进路线： 第一阶段："智能涌现"，AI通过学习海量 ...

终极目标是发展出能自我迭代、全面超越人类的超级人工智能ASI。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 阿里巴巴集团 CEO、阿里云智能集团董事长兼CEO吴泳铭 于 9月24日在杭州 召开的云栖大会上发表主旨演讲，他认为实现通用人工智能AGI已是确定性事件，但这只是起点，终 极目标是发展出能自我迭代、全面超越人类的超级人工智能ASI。 吴泳铭首次系统阐述了通往 ASI的三阶段演进路线： 第一阶段： "智能涌现"，AI通过学习海量人类知识具备泛化智能。 第二阶段： "自主行动"，AI掌握工具使用和编程能力以"辅助人"，这是行业当前所处的阶段。 第三阶段： "自我迭代"，AI通过连接物理世界并实现自学习，最终 实现 "超越人"。 为实现这一目标，吴泳铭明确了阿里云的 战略路径。 阿里云作为 "全栈人工智能服务商"， 将 通 过两大核心路径 实施 AI战略： 第一 ，通义千问坚定开源 开放路线， 致力于打造 "AI时代的 Android"；其二，构建作为"下一代计算机"的超级AI云，为全球提供智能算力网络。 为支撑这一宏大愿景，吴泳铭表示， ...

Core Viewpoint - The realization of Artificial General Intelligence (AGI) is seen as a certainty, marking the beginning of a journey towards Super Artificial Intelligence (ASI), which aims to surpass human capabilities and achieve self-iteration [1][7]. Summary by Sections Stages of AI Evolution - The evolution towards ASI consists of three stages: 1. "Intelligent Emergence," where AI learns from vast human knowledge to develop generalized intelligence [3][9]. 2. "Autonomous Action," where AI gains the ability to use tools and programming to assist humans, representing the current stage of the industry [4][10]. 3. "Self-Iteration," where AI connects with the physical world for self-learning, ultimately achieving superiority over human intelligence [5][12]. Strategic Path of Alibaba Cloud - Alibaba Cloud aims to be a "full-stack AI service provider" through two core strategies: 1. Committing to an open-source approach with Tongyi Qianwen, aspiring to create "the Android of the AI era" [5][18]. 2. Building a super AI cloud as the "next-generation computer" to provide a global intelligent computing network [20][22]. Investment in AI Infrastructure - Alibaba is actively pursuing a three-year plan with an investment of 380 billion yuan in AI infrastructure, with expectations that energy consumption in global data centers will increase tenfold by 2032 compared to 2022 [5][23]. AI's Role in Future Society - The future will see AI as a core driver of productivity, with the potential to create "super scientists" and "full-stack super engineers" who can solve complex problems at unprecedented speeds [7][25]. - AI will transform the relationship between humans and machines, enabling a collaborative environment where AI significantly amplifies human productivity [25][26].

Core Insights - The CEO of Alibaba Group, Wu Yongming, stated that achieving Artificial General Intelligence (AGI) is a certainty, marking the beginning of a journey towards Super Artificial Intelligence (ASI) that can self-iterate and surpass human intelligence [1][5][24] Summary by Sections AGI and ASI Development - The transition to ASI will occur in three stages: "Intelligent Emergence," "Autonomous Action," and "Self-Iteration" [3][7] - AGI aims to free humans from 80% of routine tasks, allowing focus on creativity and exploration, while ASI could solve complex scientific and engineering problems at unprecedented speeds [5][23] Current AI Landscape - The AI industry has seen over $400 billion in investments in the past year, with projections of over $4 trillion in cumulative investments over the next five years, indicating a rapid acceleration in AI capabilities [4][20] - AI's intelligence has advanced from a high school level to that of a PhD in a few years, demonstrating the technology's rapid evolution [4][5] Alibaba's AI Strategy - Alibaba Cloud aims to be a "full-stack AI service provider," focusing on two main paths: an open-source approach with Tongyi Qianwen and the development of a super AI cloud as the next-generation computing platform [3][20] - The company is investing 380 billion yuan over three years to build AI infrastructure, with plans for significant future investments [20][21] Future Projections - By 2032, the energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022, reflecting the anticipated growth in AI demand [21] - The company envisions a future where AI will replace energy as the most critical commodity, driving daily operations across various industries [20][24] Technological Evolution - Large models are expected to become the next operating system, facilitating interactions between users and AI tools, with natural language serving as the programming language of the AI era [14][18] - The deployment of AI models will diversify, running on all devices and enabling persistent memory and real-time updates [15][18] Collaboration Between Humans and AI - The emergence of ASI will foster a new collaborative relationship between humans and AI, enhancing productivity and creating new demands in society [23][24]