北京商报讯（记者 魏蔚）9月25日，专为AI Agent（智能体）设计的云端基础设施产品阿里云无影 AgentBay升级，推出自进化引擎、内存状态管理、安全围栏新能力，阿里云无影还首次展示全新的个 人计算产品——无影Agentic（代理式） Computer（计算机）。据了解，4月启动公测的AgentBay，定位 是一个为AI Agent量身打造的"超级大脑"或"云上操作系统" ，具备完善的任务执行沙箱、智能运维、持 久化记忆等能力，可动态调用云上算力、存储及工具链资源。Agentic Computer是无影AI云电脑的全新 形态，隐藏了传统的Windows操作界面，通过一个类似浏览器的窗口，用户可以用文字、语音，以及各 种类型的文档类型的交互方式与之对话；构建了完整的个人数字档案，了解用户的工作习惯、兴趣爱 好、知识结构，甚至每一次对话。 ...

Core Insights - Alibaba Cloud announced significant upgrades to its Agent Infra component, including the introduction of self-evolution engines, memory state management, and security barriers, during the Yunqi Conference on September 25 [1] - The rapid development of AI Agents has led to a surge in related products, with 80% of entrepreneurs focusing on various Agent applications, highlighting the increasing demand for foundational infrastructure [1] Group 1: AgentBay Overview - AgentBay is positioned as a "super brain" or "cloud operating system" specifically designed for AI Agents, featuring capabilities such as task execution sandbox, intelligent operation, and persistent memory [2] - The latest upgrades to AgentBay include self-evolution engines, custom images, security barriers, and memory state management, allowing enterprises to enhance their existing Agents without needing large AI teams [2] Group 2: Agentic Computer Features - The newly showcased Agentic Computer represents a significant evolution in cloud computing, featuring a user interface that eliminates traditional operating systems in favor of a browser-like interaction [3] - The Agentic Computer possesses true memory capabilities, creating a comprehensive personal digital profile that understands user habits, interests, and past interactions [3][4] Group 3: Memory Management System - The memory management system of the Agentic Computer integrates four dimensions: personal file management, behavior pattern learning, knowledge base construction, and dialogue history analysis, enabling real-time learning and user profiling [4] - The cloud architecture of the Agentic Computer addresses traditional computing limitations, allowing seamless operation across different operating systems and the ability to scale computing power based on task requirements [4] Group 4: Future Vision - The vision for the Agentic Computer is to reshape human-AI collaboration, aiming to create a new type of personal computer that leverages AI and cloud technology to enhance user experience and productivity [5]

Core Insights - Alibaba's 2025 Yunqi Conference emphasizes the theme "Cloud Intelligence Integration, Carbon-Silicon Symbiosis," showcasing its ambition for the next decade in cloud computing and AI [1] - CEO Wu Yongming predicts that large models will become the next generation operating system and AI Cloud will be the next generation computer, aiming to position Alibaba among the top 5-6 global super cloud platforms [1][5] - Alibaba plans to significantly increase capital expenditure from the current 380 billion yuan, with data center energy consumption expected to grow tenfold by 2032, indicating a bold investment strategy in computing power and infrastructure [1][4] Hardware and Software Integration - Alibaba is heavily investing in "full-stack AI," redefining every aspect from hardware to software, including high-density AI servers and distributed storage for large models [2] - The launch of seven new Tongyi models across various domains demonstrates Alibaba's capabilities in reasoning, programming, and tool invocation, with over 300 models and 600 million downloads indicating a strong ecosystem ambition [2] Importance of Agents - Alibaba emphasizes the role of "Agents" as the future "brains" of intelligent systems, introducing low-code development platforms and prototype products to facilitate the creation of these agents [3] - The vision is to create an application world composed of numerous intelligent agents, with Alibaba Cloud providing the necessary infrastructure [3] Challenges and Costs - Despite ambitious plans, the reality of AI infrastructure investment poses significant challenges, with high costs associated with server clusters, network upgrades, and energy consumption [4] - The profitability cycle remains uncertain, especially as global competitors also ramp up investments, raising questions about the sustainability of the investment-to-revenue model [4] Competitive Landscape - The competition among cloud providers is evolving from price and performance battles to a comprehensive ecosystem competition, where computing power, models, and agents form the core components [4] - Alibaba aims to position itself as a leading player in this competitive landscape, but achieving the goal of becoming one of the future super platforms will require time and market validation [5]