当前，通用人工智能已成业界的热点话题，吴泳铭认为，实现AGI，即一个具备人类通用认知能力的智 能系统，现在看来已成为确定性事件。然而，AGI并非AI发展的终点，而是全新的起点。AI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(ASI)。 他进一步说，AGI的目标是将人类从80%的日常工作中解放出来，从而专注于创造与探索。ASI作为全 面超越人类智能的系统，可能创造出一批"超级科学家"和"全栈超级工程师"，并以难以想象的速度，解 决现在未被解决的科学和工程问题，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 至星际旅行等。 吴泳铭认为，通往ASI有三阶段演进路线：第一阶段是"智能涌现"，AI通过学习海量人类知识具备泛化 智能；第二阶段是"自主行动"，AI掌握工具使用和编程能力以"辅助人"，这是行业当前所处阶段；第三 阶段是"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"。 中新网杭州9月24日电 (记者 夏宾)云栖大会24日在杭州举行，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称，最近一年，全球AI(人工智能)行业投资总额已超4 ...

附吴泳铭演讲全文—— 开始演讲之前，我想特别感谢一下支持整个中国乃至全球科技行业的开发者朋友。今天是云栖大会的10周年，云栖大会起源于阿里云的开发者大会，是广 大开发者推动了中国乃至全球的云计算、AI和科技行业的发展。所以，在演讲之前，我想特别向开发者们致以最高的谢意。 9月24日，阿里巴巴集团CEO吴泳铭在云栖大会上，明确阐述了AI时代下阿里云的核心战略。他判断，"大模型是下一代的操作系统"，将取代传统OS，成 为连接用户、软件与AI计算资源的中间层。基于此判断，吴泳铭宣布阿里云做出关键战略选择：通义千问将坚定走开放路线，致力于成为"AI时代的 Android"，与全球开发者共同构建繁荣的AI应用生态。 吴泳铭解释说，开源模型能渗透的场景和创造的价值将远超闭源模型。目前，通义千问开源模型矩阵的全球下载量已超6亿次，衍生出超过17万个模型， 成为了全球最受欢迎的开源模型之一。通过开源，阿里云旨在将开发者规模从数千万扩展至数亿，让任何人都能用自然语言创造满足自身需求的Agent （智能体），从而"吞噬"传统软件的形态。 要支撑这个全新的"操作系统"和其上无限的应用生态，必须有一台"下一代的计算机"——即"超级A ...

9月24日，以"云智一体·碳硅共生"为主题的2025云栖大会如期在浙江杭州云栖小镇开幕。云栖大会既是 全行业技术演进与产业落地的全景呈现，也历来是阿里巴巴重磅策略发布的舞台。 与往年不同，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭，以长达25分钟的主旨演讲，讲 述了"超级人工智能之路"与阿里的探索与布局。 吴泳铭认为，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。 《中国经营报》记者注意到，阿里巴巴集团董事会主席蔡崇信、吴泳铭等管理层均在不同场分享对AI 发展现状、前景的判断，以及坚持对AI的长期投入。长达25分钟的详尽讲述仍然罕见。 "超级人工智能"的三个阶段 "当前的世界，一场由人工智能驱动的智能化革命刚刚开始。工业革命通过机械化放大了人类技能，信 息革命通过数字化放大了人类的信息处理能力。这一次非常不同，智能化革命将远超我们的想象，通用 人工智能AGI不仅会放大人类智力，还将解放人类迎接超级人工智能ASI的到来。"吴泳铭开场即给出判 断。 在吴泳铭看来，"实现AGI，一个具备人类通用认知能力的智能系统，在行业看来已经 ...

Core Viewpoint - The article emphasizes the importance of reading and its role in personal growth, encouraging readers to engage with literature and share their thoughts on selected books [2][3][6]. Group 1: Book Recommendation - The featured book in this issue is "The Large Language Model" by Terence Shenofsky, which explores the principles and applications of large language models [8][28]. - The book discusses the impact of large language models across various fields such as healthcare, law, education, programming, and art, highlighting their potential to enhance efficiency and create new job opportunities [28]. Group 2: Discussion on Intelligence - The article raises questions about the nature of intelligence and understanding in the context of large language models, suggesting that traditional definitions may need to be revised [20][19]. - It discusses the ongoing debate regarding whether large language models truly understand the content they generate, drawing parallels to historical discussions about the essence of life and intelligence [27][26]. Group 3: Philosophical Implications - The text delves into philosophical inquiries about the relationship between language and thought, presenting two main perspectives: language determines thought versus thought precedes language [24][25]. - It suggests that the emergence of large language models provides an opportunity to rethink and redefine core concepts such as intelligence, understanding, and ethics in the context of artificial intelligence [20][21].

Core Insights - The 2025 Yunqi Conference highlighted the certainty of achieving Artificial General Intelligence (AGI) and the ultimate goal of developing Super Artificial Intelligence (ASI) [1] - Alibaba Cloud's data center energy consumption is projected to increase tenfold by 2032, indicating a significant rise in computational investment [1] Group 1: AI Development Stages - The evolution towards Super AI is outlined in three stages: Emergent Intelligence, Autonomous Action, and Self-Iteration [5] - The current stage is characterized by AI assisting humans through tool usage and programming capabilities [5] - The final stage aims for AI to connect with the physical world and achieve self-learning capabilities [5] Group 2: Strategic Pathways - Alibaba Cloud aims to be a "full-stack AI service provider" with two core strategies: open-source development and the creation of a Super AI Cloud [5] - The open-source model is intended to foster a developer ecosystem and explore limitless AI applications [6] Group 3: Future of AI and Computing - Large models are predicted to become the next generation operating system, allowing users to create applications using natural language [6] - The Super AI Cloud is described as the next generation of computing infrastructure, capable of supporting vast computational needs [10] - It is anticipated that only a few major super cloud computing platforms will exist globally, with AI becoming a critical commodity, surpassing energy in importance [10]

Core Insights - The demand for AI infrastructure is significantly exceeding expectations, prompting Alibaba to invest 380 billion yuan in AI infrastructure development and consider further investments [1] - Alibaba Cloud has launched Qwen3-Max, its largest and most capable model to date, which has achieved a high ranking in text benchmarks, surpassing GPT-5-Chat [1] - The global investment in AI is projected to exceed $4 trillion over the next five years, with a notable shift from CPU-based to GPU-based computing paradigms [3] Investment and Financial Impact - Following the announcement of AI infrastructure investments, Alibaba's stock price surged over 7% in Hong Kong [2] - Recent trends indicate that major tech companies are increasing their capital expenditures in AI and infrastructure [3] Technological Advancements - The next generation of computing, termed "super AI cloud," will require denser computing power, efficient networks, and large-scale clusters, necessitating substantial energy and technology resources [3] - The development of AGI (Artificial General Intelligence) is viewed as a new starting point, leading towards ASI (Artificial Super Intelligence), which could revolutionize various fields [5][6] Future Projections - The rapid consumption of AI tokens and the significant increase in global AI investments highlight the accelerating pace of AI development [3] - The establishment of large-scale data centers by companies like NVIDIA and OpenAI indicates a strong commitment to building the necessary computational infrastructure for AI advancements [4]

Group 1 - The Hang Seng Index opened lower but rebounded, led by gains in the chip and internet sectors, with ASMPT rising over 6% and Alibaba-W and SMIC both increasing by over 3% [1] - The Hong Kong Technology 50 ETF (159750) rose by 0.68%, with over 60 million yuan in trading volume during the session, and a net inflow of approximately 250 million yuan over the past eight trading days [1] - Alibaba's CEO, Wu Yongming, introduced the concept of "super artificial intelligence" at the 2025 Yunqi Conference, emphasizing that the intelligence revolution will exceed expectations and will liberate human potential [1] Group 2 - Ark Investment Management, led by Cathie Wood, made its first investment in Alibaba and other Chinese tech stocks in four years, investing approximately 21 million USD in Chinese concept stocks, including over 16 million USD in Alibaba [2] - The Hong Kong internet sector is expected to recover after the mid-year earnings period, with reasonable valuations and high cost-performance in the growth sector, alongside anticipated breakthroughs in AI technology [2] - The Hong Kong Technology 50 ETF tracks the Hong Kong Technology Index, covering the top ten Chinese tech stocks and showing a cumulative increase of 131.68% since its base date, outperforming the Hang Seng Technology Index, which increased by 109.81% in the same period [3]

Group 1 - The 2025 Yunqi Conference will be held from September 24 to 26, showcasing AI software products, new models, agent applications, and infrastructure hardware [1] - Alibaba Group's CEO, Wu Yongming, emphasized that the intelligent revolution will exceed human imagination, with general artificial intelligence (AGI) set to enhance human intelligence and liberate human potential [1] - Wu stated that achieving AGI is a certainty, marking the beginning of the journey towards super artificial intelligence (ASI), which aims to address major scientific challenges such as climate change and energy [1] Group 2 - Wu believes that large models will serve as the next generation operating system, while AI cloud will be the next generation computer, predicting that there may only be 5 or 6 super cloud computing platforms globally in the future [2] - Alibaba is actively advancing a 380 billion yuan investment in AI infrastructure and plans to increase this investment further [2] - By 2032, the energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022, indicating an exponential increase in computing power investment [2]

Group 1 - The core viewpoint of the article emphasizes that the intelligent revolution will exceed human imagination, with general artificial intelligence (AGI) set to enhance human intelligence and unlock human potential, paving the way for super artificial intelligence (ASI) [1] - The CEO of Alibaba Group, Wu Yongming, stated that achieving intelligent systems with human-like cognitive abilities is now seen as a certainty in the industry, marking a new beginning rather than an endpoint [1] - The Cloud Habitat Conference has been held for ten years since its inception in 2015, highlighting the ongoing evolution and significance of cloud technology and AI in the industry [1]

关于征集"中国机电一体化技术应用协会具身智能分会"发起单位的通知 中机电协〔2025〕48号 各有关单位： 为贯彻落实党的二十大提出的前瞻谋划未来产业，抢占科技革命制高点重要精神，本着充分发挥行业协会 的组织作用，整合资源协同解决具身智能在发展中遇到的挑战和问题，推动我国具身智能实现跨越式发展，为 经济高质量发展锻造新质生产力引擎。经研究决定，拟成立"中国机电一体化技术应用协会具身智能分会"。现 将有关事项通知如下： 一、具身智能分会成立背景 （一）具身智能战略价值与产业情况 2025年3月，中央政府工作报告明确提出培育具身智能未来产业。作为人工智能的前沿领域，具身智能融 合了人工智能、机器人技术、认知科学等多学科成果，使智能体能够在环境中完成感知、决策与行动的闭环， 实现高效人机协同，已成为新一轮科技革命和产业变革的关键驱动力。 当前，具身智能产业迅猛发展，仅2025上半年国内融资额突破230亿元。国际科技巨头也纷纷布局，具 身智能作为实现通用人工智能重要路径，在工业、物流、医疗、养老等领域潜力巨大。我国已涌现一批具身智 能领域创新企业，关键技术取得进展，场景应用持续拓展，多地出台政策持续加持。 （二）机电 ...