Core Viewpoint - Alibaba's CEO emphasizes that large models will serve as the next generation operating system, while AI cloud will represent the next generation of computing [1][5]. Group 1: AI Infrastructure and Investment - Alibaba is actively advancing its AI infrastructure construction with an investment of 380 billion [1]. - The energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold by 2032 compared to 2022, indicating an exponential increase in computing power investment [2]. Group 2: Path to Superintelligence - The transition from AGI (Artificial General Intelligence) to ASI (Artificial Superintelligence) is seen as a certainty, with the ultimate goal being the development of self-iterating AI that can surpass human capabilities [4]. - The journey to ASI consists of three stages: emergence of intelligence, autonomous action, and self-iteration [4]. Group 3: Role of Large Models - Large models are positioned as the next generation operating system, facilitating interactions between the physical and digital worlds [5]. - Future applications will be created using natural language through large models, potentially replacing traditional software development methods [5]. Group 4: Market Reaction and Investment Activity - Following the announcements, Alibaba's stock in Hong Kong surged over 6% [2]. - Notably, Cathie Wood's Ark Invest has re-entered positions in Alibaba, purchasing American Depositary Receipts valued at approximately 16.3 million USD [6].

他认为人类和AI将演进出全新的协同方式，从Vibe Coding到Vibe Working。未来，每个家庭、工厂、公 司，都会有众多的Agent和机器人24小时为我们服务。正如电曾经放大了人类物理力量的杠杆，ASI将 指数级放大人类的智力杠杆，人会变得比历史上任何时候都强大。 同时，他表示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。 9月24日，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会演讲中表示，实现AGI 已是确定性事件，但这仅是起点，终极目标是发展出能自我迭代、全面超越人类的ASI（超级人工智 能）。 ...

阿里巴巴CEO吴泳铭：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。为了迎接ASI时代的到来，对比2022年这个GenAI的元年，到2032年阿里云全球数据中心的能耗规模将提升10倍。这意味着阿里云算力投入将指数级提升。 ...

9月24日，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会演讲中表示，实现AGI 已是确定性事件，但这仅是起点，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），以解决气候、能源、星际旅行等重大科学难题。 （文章来源：第一财经） 通往超级人工智能之路分为三个阶段：1、智能涌现，AI通过学习人类知识具备泛化智能；2、"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；3、"自我迭代"，AI通过连接 物理世界的全量原始数据，实现自主学习，最终能够"超越人"。 ...

通往超级人工智能之路分为三个阶段：1、智能涌现，AI通过学习人类知识具备泛化智能；2、"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；3、"自我迭代"，AI通过连接 物理世界的全量原始数据，实现自主学习，最终能够"超越人"。 9月24日，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会演讲中表示，实现AGI 已是确定性事件，但这仅是起点，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），以解决气候、能源、星际旅行等重大科学难题。 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）。 ...

9月24日，在2025年云栖大会上，阿里巴巴集团董事兼CEO吴泳铭表示，AGI并非是发展的终点，只是全新的起点，AI肯定不会止步于AGI, 它将迈向超越人类智能能够自我迭代进化的超级人工智能行业，称为ASI超级人工智能。ASI将作为全面超越人类智能的系统，有可能创造出一批超级科学家来和潜在的高级工程师。ASI将以我们难以想象的思路解决现在未被解决的科学工程问题，比如攻克医学难题，发明新材料，解决可持续能源和气候问题，甚至未来的风险。 ...

Have you ever questioned the nature of your reality. That was one of the opening lies in the science fiction series Westworld posed to Dolores, an AI powered robotic and the main female character who later developed human consciousness. So I ask you, have you ever questioned the nature of your reality.That involves having human consciousness, understanding your identity, and asserting your self authority to write your own life story rather than allowing others to program it for you. Today, AI is evolving at ...

Who knows what ChatGPT 5 brings tomorrow but it will accelerate everything again, hot on the heels of Genie 3 and Grok.There is no end to this yet but an AI god creature is the where e are headed (ASI). We just don't how fast but it's going to be faster than anyone expects but requires new breakthroughs in compute, AI models and energy meanwhile AGI is essentially here.Humans as a species are no longer the apex intelligence, except in ultra rare exceptions.But humans with AGI are currently super creatures.U ...

Core Insights - The launch of Genie 3 by Google DeepMind marks a significant advancement in AI and world modeling, potentially revolutionizing the gaming industry and paving the way towards Artificial General Intelligence (AGI) [1][13][42] Group 1: Technological Advancements - Genie 3 is capable of generating consistent videos at 720p resolution in real-time, simulating interactive environments for several minutes, a leap from its predecessor Genie 2 [3][29] - The model can create interactive worlds without pre-built 3D models, using only text descriptions to add objects and characters, showcasing a new level of AI capability [7][31] - Genie 3 features a memory function that maintains the consistency of objects in the generated world, even after a brief period of distraction [20][27] Group 2: Industry Impact - The technology is expected to disrupt the gaming industry significantly, with potential applications in training AI agents in simulated environments rather than real-world scenarios, which can be slow and dangerous [13][38] - Genie 3 is seen as a potential catalyst for a new trillion-dollar industry, possibly leading to the emergence of "YouTube 2.0" or new forms of virtual reality [23][42] - The model's ability to simulate rare events could enhance training for autonomous vehicles and robotics, reducing costs associated with real-world training [29][38] Group 3: Limitations and Future Directions - Despite its advancements, Genie 3 currently lacks creativity, which is a fundamental difference between the real and virtual worlds [40] - The model faces challenges in social interactions and multi-agent scenarios, indicating areas for future improvement [17][40] - Researchers believe that an open-loop system could be developed in the future to enhance the model's capabilities [41]

Group 1: AI Investment Surge - The AI investment surge in the U.S. is marked by significant capital expenditures from major tech companies, with each approaching annual spending of hundreds of billions [5][9][12] - Microsoft has set a capital expenditure guidance of $30 billion for the next quarter, aiming for over $120 billion for the fiscal year 2026, while Meta has increased its capital spending forecast by $30 billion [5][9] - The overall capital expenditure related to AI is projected to contribute approximately 0.7 percentage points to U.S. GDP growth by 2025 [9] Group 2: Infrastructure and Economic Impact - The massive investments in AI infrastructure are crucial for transitioning from technological breakthroughs to application revolutions, with a focus on data centers and cloud services [10][14] - The competition among cloud service providers is intensifying, with Microsoft leading in AI infrastructure development, while Amazon's AWS is experiencing slower growth [10][11] - The expansion of data centers is expected to stimulate demand in the construction and manufacturing sectors, contributing to economic growth [14][19] Group 3: Token Economy and AI Applications - The emergence of a token economy is linked to the increasing demand for computational power, with token production expected to significantly impact the software products and services industry [20][23] - OpenAI's revenue has reportedly doubled to approximately $1 billion per month, indicating a rapid shift in value from infrastructure to AI applications [24][27] - The market for tokens is experiencing exponential growth, with Google's token processing volume increasing dramatically within a month [23] Group 4: Addressing Baumol's Disease - The ongoing value transfer in the digital realm is seen as a potential solution to the structural economic issue known as "Baumol's Disease," which affects productivity growth in certain sectors [28][29] - AI is anticipated to drive productivity revolutions in traditionally low-growth sectors such as education and healthcare, potentially alleviating cost pressures [31][32] Group 5: Last Industrial Revolution - The current wave of AI investment is described as the largest infrastructure investment in the U.S. since the 19th century, surpassing the internet bubble era [40] - This investment is viewed as a pathway to the last industrial revolution, with ongoing demands for computational power and energy [41] - The integration of AI technology with industry and economy is expected to reshape labor productivity and economic structures, with implications for various job sectors [41][42]