在全球AI竞争格局中，欧盟长期落后于美国和中国。为了应对人工智能（AI）快速变化的挑战，并增 强自身实力，欧洲正将目光投向千兆瓦AI工厂。 对欧洲而言，推动AI工厂的动因非常明确。一方面，欧洲在AI算力储备、大模型研发和产业化方面明 显落后；另一方面，虽然本地的初创企业和研究机构活跃，但普遍面临严重的计算资源瓶颈，难以支撑 大模型的训练与部署。 数据显示，欧盟虽然拥有比美国多出30%的人均AI研究人员，且大约有7000家AI初创公司，但这些企业 普遍缺乏大模型训练所需的算力资源。 但在高调推进"超级工厂"计划的背后，外界仍对其可行性存在质疑。勃鲁盖尔的高级研究员贝尔坦·马 滕斯提出为何此类投资需要政府资金补贴的质疑，"我们目前尚不清楚有多少私人投资被提议作为纳税 人补贴的补充池，也不明确这些超级工厂的具体产能与规模。目前这些都还非常不明朗，所以很难说这 将在计算能力方面增加多少。" 马滕斯还强调，功耗问题不容忽视。他指出，建设一座拥有数十万块英伟达芯片的先进超级工厂，其电 力需求可能高达每座1千兆瓦，而电力基础设施的建设周期远长于建设工厂本身，"欧洲电网是否有足够 的空间容纳所有这些国家的工厂，还有待观察…… ...

Core Insights - Alibaba Cloud is entering a significant milestone in its international business as it approaches its ten-year anniversary in global operations, emphasizing a strategic commitment to global expansion [3][4][10] - The company has established a robust presence with 89 availability zones across 29 regions, serving approximately 5 million customers globally, and has seen over 20-fold growth in its overseas market in the past five years [4][10] - The focus on AI integration with cloud services is expected to drive future growth, with a prediction of a new wave of rapid development in the cloud and AI sectors over the next 3-5 years [18][24] Group 1: International Expansion - Alibaba Cloud has made significant investments in new data centers in Mexico, Thailand, South Korea, and Malaysia, enhancing its global cloud network [10][11] - The company aims to build a comprehensive cloud computing network covering China, Japan, South Korea, Southeast Asia, the Middle East, Europe, and the Americas [10][11] - The international business strategy is characterized by a long-term commitment to local market engagement and infrastructure development [4][24] Group 2: Client Engagement and Trust Building - The company has successfully partnered with high-profile clients such as the International Olympic Committee, BMW, SAP, and LVMH, demonstrating its capability to meet stringent requirements from top-tier companies [13][15] - Trust is built through a gradual process of collaboration, often taking 2-3 years for large enterprises to establish confidence in Alibaba Cloud's services [13][15] - The focus on long-term relationships is likened to maintaining a marriage, emphasizing the importance of sustained engagement and service quality [14] Group 3: AI Integration and Future Outlook - Alibaba Cloud's strategy includes a strong emphasis on integrating AI with cloud services, with 78% of global enterprises expected to adopt AI technologies [18][24] - The company has launched an open-source strategy for its AI models, with over 200 models available and more than 14,000 derivative models, positioning itself as a leader in the open-source AI space [19][20] - Future investments will focus on enhancing AI capabilities, expanding local service systems, and ensuring compliance with over 150 certifications already achieved [25][26]