在9月24日上午10点许，阿里巴巴CEO、阿里云董事长&CEO吴泳铭演讲结束后，阿里的股价开始明显增长，从9:30开盘的158.5港元/股，到11:11时已经上涨 到了170.7港元/股，相当于在不到两个小时内市值增长了2200亿港元。 显然，对阿里股价而言，这是一场价值连城的演讲。笔者全程在现场听了吴泳铭的分享，我觉得他主要对AI未来的发展路线，以及阿里在这个未来中扮演 什么角色，进行了"定义"和"定位"。而阿里在吴泳铭演讲后股价大涨，可以理解为外界对于吴泳铭给出的"定义"和"定位"给予了"正反馈"。 吴泳铭的"定义"和"定位"其实可以用他演讲中的一段话来很好地总结："AI 将会替代能源的地位，成为最重要的商品，驱动千行百业每天的工作……Token 就是未来的电……阿里云的定位是全栈人工智能服务商，提供世界领先的智能能力和遍布全球的 AI 云计算网络，向全球各地提供开发者生态友好的 AI 服 务。" 简单来说，吴泳铭眼中的蓝图不只是互联网、电商也不只是某个技术，而是成为AI时代的"水、电、石油"。 吴泳铭对这次演讲应该是非常重视的。我了解到，在吴泳铭成为阿里巴巴CEO后，他参与的所有致辞、电话会议都没有使用 ...

Group 1 - Alibaba Cloud announced a partnership with NVIDIA in the field of Physical AI, integrating NVIDIA's software stack into its AI platform PAI to provide comprehensive services for enterprises [1][4] - The collaboration aims to shorten the development cycle for applications such as embodied intelligence and assisted driving by offering services like data preprocessing, simulation data generation, model training evaluation, and reinforcement learning [1][4] - Alibaba Group's CEO emphasized the inevitability of General Artificial Intelligence (AGI) and the ultimate goal of developing Super Artificial Intelligence (ASI), predicting that only 5-6 super cloud computing platforms will exist globally in the future [4][5] Group 2 - Alibaba Cloud plans to significantly enhance its AI infrastructure, projecting a tenfold increase in global data center energy consumption by 2032 compared to 2022, indicating exponential growth in computing power investment [5] - The company introduced multiple technological updates at the 2025 Cloud Habitat Conference, including the launch of the Qwen3-Max model, which outperforms competitors like GPT-5 and Claude Opus 4, ranking among the top three globally [5][6] - Alibaba's Tongyi model has become the world's leading open-source model, with over 300 models available and a global download count exceeding 600 million, capturing the largest share of the enterprise-level model market in China [6] Group 3 - Alibaba Cloud showcased its upgraded AI infrastructure, demonstrating a full-stack AI technology capability that includes components from chips to AI platforms [6][7] - The newly released Panjiu 128 super node AI server, designed by Alibaba Cloud, supports high-density and high-performance AI chip integration, achieving record density in the industry [7] - The Panjiu super node server features an open architecture and can support up to 128 AI computing chips, offering significant improvements in inference performance compared to traditional architectures [7]

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AI云"。吴泳铭强调，阿里云正全力打造这台AI超级计算 机，提供从自研芯片、网络、存储到模型、平台的全栈人工智能服务。他透露，为满足AI计算范式的革命性转变，公司正在积极推进庞大的基础设施建 设计划，根据规划，为迎接ASI时代的到来，阿里云预计到2032年其全球数据中心的能 ...

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1 7万个模型，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Ag e n t（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 AI 云 " 。 吴 泳 铭 强 调 ， 阿 里 云 正 全 力 打 造 这 台 AI 超 级 计 算 机 ， 提 供 从 自 研 芯 片 、 网 络、存储到模型、平台的全栈人 ...

Core Insights - Alibaba announced a collaboration with NVIDIA for Physical AI, covering various aspects such as data synthesis, model training, environmental simulation reinforcement learning, and model validation testing [2] - Alibaba's stock surged over 9% on September 24, reaching its highest level since October 2021 [2] - The launch of the new AI creation platform "ZaoDian" integrates AI-generated images and videos, marking a significant advancement in Alibaba's AI capabilities [2] Company Developments - Alibaba's CEO, Wu Yongming, emphasized the evolution of human-AI collaboration, predicting that every household, factory, and company will have numerous agents and robots working 24/7 [3] - Wu stated that by 2032, the energy consumption of Alibaba Cloud's global data centers will increase tenfold compared to 2022, indicating a significant escalation in computational power investment [5] - The path to Super AI (ASI) is divided into three stages: emergence of intelligence, autonomous action, and self-iteration, with the ultimate goal of developing ASI to tackle major scientific challenges [5] Product Launches - The "Guard" safety model was released, featuring generative and streaming versions for near real-time safety assessments [7] - The "Qianwen Travel Planner" was introduced, capable of generating detailed travel plans based on user inputs, including budget and preferences [7] - A simultaneous interpretation API, "qwen3-livetranslate," supports multiple languages and visual understanding, enhancing cross-border e-commerce communication [8] - The upgraded programming model API, "Qwen3-Coder," excels in programming capabilities and agent features, surpassing traditional code completion tools [8] - The "Qwen3-VL" visual-language model was launched, with its flagship model outperforming competitors in key visual tasks [9] - The flagship model "Qwen3-Max" was introduced, boasting 1 trillion parameters and significant enhancements in coding and agent capabilities, ranking among the top models globally [9]

Core Insights - Alibaba officially announced a collaboration with NVIDIA for Physical AI, covering various aspects such as data synthesis, model training, environmental simulation reinforcement learning, and model validation testing [1] - Alibaba's stock surged over 9% on September 24, reaching its highest level since October 2021 [1] Group 1: AI Developments - Alibaba's Quark launched a new AI creation platform called "ZaoDian," integrating AI-generated images and videos, and connecting to the Wan2.5 model [3] - The Qwen3-Max model was introduced, outperforming GPT-5-Chat in the LMArena text ranking, showcasing advancements in coding and agent capabilities [3] - CEO Wu Yongming emphasized the evolution of human-AI collaboration, predicting that AI will significantly enhance human intelligence and capabilities [3][5] Group 2: Future Projections - Wu stated that by 2032, the energy consumption of Alibaba Cloud's global data centers will increase tenfold compared to 2022, indicating a substantial rise in computational investment [5] - The path to Super AI (ASI) is divided into three stages: emergence of intelligence, autonomous action, and self-iteration, with the ultimate goal of surpassing human capabilities [5] - Wu projected that there may be more agents and robots than the global population, working alongside humans and impacting the real world significantly [5] Group 3: New Product Releases - The first new product released was the open-source security model "Guard," which includes generative and streaming versions for real-time safety assessments [6] - The "Qianwen Travel Planner" was introduced, capable of generating detailed travel plans based on user inputs, including budget and preferences [7] - A simultaneous interpretation API, "qwen3-livetranslate," was launched, facilitating seamless communication across languages, particularly beneficial for cross-border e-commerce [7] - The Qwen3-Coder API was upgraded, enhancing its programming capabilities and agent features, surpassing traditional code completion tools [8] - The Qwen3-VL model was released as the most powerful visual-language model to date, with significant advancements in visual tasks [8] - The flagship model Qwen3-Max was launched, featuring 1 trillion parameters and improvements in understanding and instruction adherence [8]

Core Insights - The demand for AI infrastructure is significantly exceeding expectations, prompting Alibaba to invest 380 billion yuan in AI infrastructure development [1] - Alibaba Cloud has launched Qwen3-Max, its largest and most capable model to date, which has surpassed GPT-5-Chat in performance [2] - Alibaba's stock price surged over 7%, reaching a nearly four-year high following these announcements [3] Investment and Market Trends - Over the next five years, global investment in AI is projected to exceed $4 trillion, marking the largest historical investment in computing power and R&D [4] - Major tech companies, including Nvidia and OpenAI, are also increasing their capital expenditures in AI and infrastructure, with Nvidia planning to invest $100 billion in collaboration with OpenAI [5] Future of AI - The transition from AGI (Artificial General Intelligence) to ASI (Artificial Superintelligence) is viewed as a new beginning rather than an endpoint, with ASI expected to solve complex scientific and engineering challenges [6] - The emergence of large models is anticipated to replace traditional operating systems, enabling users to create applications using natural language, thus democratizing software development [6]

Core Viewpoint - The development of Artificial General Intelligence (AGI) is a certainty, but it is merely the starting point for achieving Artificial Superintelligence (ASI), which will surpass human intelligence and enable self-iteration [2][4]. Summary by Sections Evolutionary Stages to ASI - The journey to ASI consists of three stages: "Intelligent Emergence," "Autonomous Action," and "Self-Iteration" [4][5]. - The first stage, "Intelligent Emergence," is characterized by AI learning from vast amounts of human knowledge, leading to generalized intelligence and conversational abilities [6]. - The second stage, "Autonomous Action," allows AI to perform tasks in the real world, breaking down complex tasks and using tools under human guidance, which is the current stage of development [6][7]. - The third stage, "Self-Iteration," involves AI connecting to the physical world and achieving self-learning, which is crucial for surpassing human capabilities [7]. Impact of ASI on Technology - ASI is expected to drive exponential technological advancements, ushering in an unprecedented era of intelligence [6]. - AI will become the next-generation operating system, allowing users to create applications using natural language, fundamentally changing software development [9][11]. - The computing paradigm is shifting from CPU-centric to GPU-centric AI computing, requiring substantial energy and resources to meet global demands [11]. Future of AI and Energy - AI is predicted to replace energy as the most critical commodity, driving daily operations across various industries [11][12]. - The majority of AI capabilities will be delivered in the form of tokens, which are likened to the future of electricity [11]. Human-AI Collaboration - As AI evolves, a new collaborative model between humans and AI is anticipated, enhancing productivity significantly [13][14]. - The historical context suggests that technological revolutions unlock new productivity, leading to greater human capabilities than ever before [14].

Core Insights - The journey towards Artificial Super Intelligence (ASI) is divided into three stages: "Emergence of Intelligence," "Autonomous Action," and "Self-Iteration" [2][3][4] - Achieving Artificial General Intelligence (AGI) is seen as a certainty, but it is merely the starting point for the development of ASI, which aims to surpass human intelligence and enable self-evolution [2][3] Stage Summaries - **Stage 1: Emergence of Intelligence** This stage is characterized by AI's ability to learn from vast amounts of human knowledge, leading to generalized intelligence and conversational capabilities [3][4] - **Stage 2: Autonomous Action** AI moves beyond language interaction to perform real-world actions, capable of breaking down complex tasks and using tools to interact with both digital and physical environments. This stage is currently being experienced [3][4][6] - **Stage 3: Self-Iteration** In this final stage, AI connects with comprehensive raw data from the physical world and achieves self-learning capabilities. This is crucial for AI to surpass human capabilities [4][6] Future Implications - AI is expected to become the next generation operating system, with large models facilitating user interactions and application creation through natural language [6][7] - The computing paradigm is shifting from CPU-centric to GPU-centric AI computing, requiring significant energy and infrastructure to support this transition [6][7] - AI is predicted to replace energy as the most critical commodity, driving productivity across various industries [6][7] Human-AI Collaboration - The future will see a new collaborative model between humans and AI, enhancing productivity significantly. AI is expected to amplify human capabilities exponentially [7] - Historical technological revolutions have consistently unlocked new productivity, suggesting that the rise of ASI will similarly create new demands and opportunities for human advancement [7]

Core Viewpoint - The ultimate goal of AI is to evolve into Super Artificial Intelligence (ASI), which will surpass human intelligence and capabilities, progressing through three stages: "intelligent emergence," "autonomous action," and "self-iteration" [1][4][9] Group 1: AI Development Stages - The first stage, "intelligent emergence," involves AI learning from human knowledge and achieving capabilities comparable to a top-level human in various fields [6][9] - The second stage, "autonomous action," allows AI to perform complex tasks in the real world, utilizing tools and coding to assist humans [7][9] - The third stage, "self-iteration," will enable AI to connect with raw data from the physical world, allowing it to learn and evolve independently, ultimately leading to ASI [10][12] Group 2: Strategic Pathways for ASI - Alibaba's AI strategy focuses on two main lines: the open-source initiative "Tongyi Qianwen" to build a vast developer ecosystem and the establishment of a comprehensive AI cloud service [2][20] - The company is investing 380 billion yuan over three years to enhance AI infrastructure, anticipating a tenfold increase in energy consumption by 2032 compared to 2022 [2][22] Group 3: AI's Impact on Society - ASI is expected to revolutionize various fields, solving complex problems in medicine, materials science, and sustainable energy, thereby significantly enhancing human productivity [4][24] - The future will see a collaborative relationship between humans and AI, with numerous agents and robots working alongside people, amplifying human capabilities exponentially [24][25] Group 4: Technological Innovations - Large models are predicted to become the next generation of operating systems, facilitating interactions between users and AI resources through natural language [14][16] - The shift from traditional CPU-based computing to GPU-centric AI computing is essential for meeting the demands of future AI applications [18][20]