通义全家桶
Search documents
阿里巴巴-W(9988.HK):2025阿里云栖大会:以大模型OS与AI云计算机重塑智能时代
Ge Long Hui· 2025-09-27 03:05
Core Insights - The 2025 Yunqi Conference aims for Artificial Super Intelligence (ASI) as the ultimate goal, defining "large models as the next-generation operating system" and "AI cloud as the next-generation computer" to reshape the computing paradigm in the AI era [1][2] - Alibaba's CEO discussed the evolution from "learning humans" to "assisting humans" and finally to "surpassing humans," emphasizing that AGI is just the starting point and ASI aims to create "super scientists" to tackle fundamental scientific challenges [1] - The flagship model Qwen3-Max, which ranks among the top three globally, was released, and the company is committed to an open-source approach, positioning Tongyi Qianwen as the "Android of the AI era" [1] Infrastructure Development - Alibaba Cloud introduced self-developed Pangu AI servers and HPN 8.0 high-performance networks as part of a comprehensive AI infrastructure, announcing a three-year investment plan of 380 billion yuan to address the anticipated tenfold increase in data center energy consumption [2] - The new paradigm of OS + computer, combined with significant investment and an open-source ecosystem strategy, is expected to be key in establishing core competitiveness in the future global competition among a few super cloud computing platforms [2]