11月20日，广东省人民政府印发《广东省国家数字经济创新发展试验区建设方案（2025—2027年）》， 其中提出，到2027年，数字经济发展水平稳居全国首位，数字经济核心产业增加值占GDP比重超过 16%，打造3个具有国际竞争力的万亿级数字产业集群，培育若干高价值数字产业新赛道，数据产业规 模年均复合增长率超15%，人工智能核心产业规模超过4400亿元，规模以上工业企业数字化转型突破6 万家，算力规模超过60EFLOPS（每秒浮点运算次数）。 值得注意的是，全球市值最大的公司英伟达20日发布了强劲的当期营收展望，有助于平息对人工智能投 资热可能崩盘的忧虑。这家芯片制造商周三在声明中表示，截至1月的第四财季，收入预计约为650亿美 元。分析师平均预估为620亿美元，其中有些预测高达750亿美元。上述展望显示，市场对英伟达人工智 能加速器的需求依然旺盛。 此外，日前国务院办公厅印发《关于加快场景培育和开放推动新场景大规模应用的实施意见》，明确在 人工智能领域需加强关键核心技术攻关和推广应用，以推动技术突破与场景验证结合。 中邮证券研报称，"ToC做品牌、ToB做商业"的双轮驱动或为行业共识，其核心前提是ToC打响 ...

Core Insights - This year's Tmall "Double 11" event has set a new record for computing power, with Alibaba Cloud providing over 10 million CPU cores, enhancing core business performance by over 30% [1] - The introduction of AI applications and the complexity of business scenarios have increased the demands on computing, storage, and network technologies [1] - Alibaba has announced an investment of over 380 billion yuan in cloud and AI hardware infrastructure [1] Computing Power - The 2025 Tmall "Double 11" utilized Alibaba Cloud's public cloud to schedule high-performance computing with over 10 million cores, successfully supporting the event with a capacity exceeding 2 million [2] - Alibaba Cloud's self-developed technologies have significantly improved performance, with business performance in areas like recommendations and marketing increasing by 30% to 50%, and real-time latency reduced by over 30% [2] - The Lingjun Intelligent Computing Cluster provided AI computing power, optimizing inter-card connectivity and bandwidth for personalized and efficient AI services during the event [2] AI Applications - This year marks the first large-scale application of the Tongyi series models for "Double 11," enhancing consumer experience and e-commerce operations [3] - The AI data analyst in the upgraded Business Manager application covers 90% of core analysis scenarios for small and medium-sized businesses, significantly improving analysis and decision-making efficiency [3] - The Qwen-MT translation model supported the translation needs for overseas products, achieving a 40% reduction in single-call latency and handling over 1.4 billion calls in a single day for product translations [3] Evolution of Cloud Services - Since Alibaba Cloud first supported Tmall "Double 11" in 2015, the event has evolved from basic cloud usage to a comprehensive deployment of a full-stack AI system [4] - The peak traffic is no longer the biggest technical challenge, as Alibaba Cloud leverages innovative cloud and AI technologies to enhance the experience for merchants and consumers during "Double 11" [4]

Core Viewpoint - The article emphasizes the transformative role of cloud computing in the AI era, highlighting its evolution from a backend resource to a strategic asset essential for the development of AI technologies and applications [2][3][19]. Group 1: Cloud Computing Investment and Growth - The global cloud computing investment is projected to reach $463.7 billion by 2025, which is 1.5 times the total investment of the Apollo moon landing program [2]. - Alibaba Cloud reported a 26% year-on-year revenue growth, with AI-related product revenues maintaining triple-digit growth for eight consecutive quarters, marking it as a new growth driver for Alibaba [2][3]. Group 2: Historical Context and Development - The concept of "computing for all" initiated by early tech enthusiasts in the 21st century led to significant advancements in cloud computing, with Alibaba Cloud launching its elastic computing service in 2010 [3][5]. - The rapid growth of e-commerce in China, exemplified by Alibaba's Double 11 sales events, highlighted the imbalance between data explosion and computing power, prompting the establishment of Alibaba Cloud to address these challenges [5][6]. Group 3: Technological Innovations - Alibaba Cloud's "Flying" system transitioned traditional IT architecture to cloud computing, significantly improving computing efficiency and reducing costs [6][7]. - The introduction of the "Shenlong" architecture in 2017 aimed to eliminate virtualization losses, enhancing performance and resource allocation for cloud computing [12][14]. Group 4: AIGC Era and Future Prospects - The rise of AIGC (AI Generated Content) has created unprecedented demand for computing power, with cloud computing becoming a critical infrastructure for AI applications [20][21]. - Alibaba Cloud's collaboration with Xiaopeng Motors to establish a supercomputing center demonstrates its capability to meet high-performance computing needs for advanced AI applications [21][22]. Group 5: Market Position and Competitive Landscape - Alibaba Cloud has consistently ranked as the leading cloud service provider in the Asia-Pacific region, as evidenced by its performance in Gartner's reports [26][29]. - The article underscores the importance of understanding user needs and maintaining close communication with clients to adapt to the rapidly evolving landscape of AI and cloud computing [23][24].

Group 1: Financial Performance and Market Impact - Alibaba Cloud's financial report exceeded market expectations, with AI-related product revenue achieving triple-digit year-on-year growth for eight consecutive quarters, accounting for over 20% of total revenue [1] - Following the announcement, Alibaba's stock surged by 12.90%, reflecting strong market confidence in its cloud services [1] Group 2: Strategic Partnership and AI Marketing Innovations - WanKa YiLian announced a comprehensive cooperation memorandum with Alibaba Cloud, focusing on developing "AI Marketing Intelligence" and "AI Mobile Intelligence" to drive industry transformation [1] - The partnership aims to leverage AI models and cloud computing to build a global ecosystem for "AI + Marketing" [1] Group 3: AI Marketing Engine Development - WanKa YiLian plans to integrate Alibaba Cloud's Tongyi Qianwen model with its extensive industry data to create a multi-dimensional AI intelligence matrix [2] - The advertising strategy AI will enhance efficiency by over 30% through improved data and algorithm collaboration [2] Group 4: Global Advertising Distribution and Localization - WanKa YiLian has established a global real-time bidding and dynamic budget adjustment system, improving conversion rates by 15% [3] - The company focuses on emerging markets like Southeast Asia and India, utilizing automated multilingual advertising to reduce customer complaints by 20% [3] Group 5: AI Customer Service Innovations - WanKa YiLian has developed a 24/7 multilingual AI customer service system, achieving over 90% customer satisfaction through emotional analysis and intent recognition [4] Group 6: AI Mobile Ecosystem Development - The collaboration will also focus on creating an AI mobile ecosystem, leveraging the upcoming surge in AI smartphones like the iPhone 17 [5] - WanKa YiLian aims to establish AI data service standards with mobile manufacturers, facilitating high-quality data collection and reducing ecosystem integration barriers [6] Group 7: Seamless User Experience and Service Integration - The AI intelligence will be deeply integrated into mobile systems, allowing users to access services through voice commands without opening apps, enhancing user interaction [7] - This approach aims to redefine user engagement with mobile services, promoting a seamless "command-to-service" experience [8] Group 8: Infrastructure and Global Support - Alibaba Cloud will provide dedicated computing resources to support daily training of trillions of data features, significantly reducing model iteration cycles [9] - The partnership represents a deep integration of AI technology with vertical industries, aiming to redefine the concept of intelligent marketing [9]