In a recent earnings call, Alibaba CEO Wu Yongming elaborated on the company's future strategy, particularly its significant investments in artificial intelligence (AI) and cloud computing. He stated that Alibaba will soon launch a deep reasoning model based on the Qwen 2.5-MAX framework, marking a further deepening of the company’s application of AI technology. Wu emphasized that Alibaba is actively advancing the construction of AI infrastructure to meet the growing market demand and enhance the company's overall competitiveness.

Wu mentioned that over the next three years, Alibaba will increase its investments in AI infrastructure, foundational model platforms, and AI-native applications, with projections indicating that this investment will exceed the total amount spent in the past decade. This decision reflects Alibaba's high regard for the future of AI technology and its keen insight into upcoming market changes. The rapid development of AI technology presents unprecedented opportunities across various industries, and Alibaba aims to consolidate its leadership position in the market through these investments.

Regarding infrastructure development, Wu pointed out that the demand for infrastructure in the AI era is both clear and immense. Alibaba plans to significantly increase its investments in AI and cloud computing infrastructure to build a more robust technological foundation. This will not only enhance the computational capabilities of AI models but also drive innovation and breakthroughs within the company. Wu stressed that the next three years will represent a peak period for Alibaba's cloud infrastructure development, and this phase of investment will have significant implications for the company’s hardware depreciation and overall profitability.

Furthermore, Wu indicated that Alibaba will leverage AI technology to drive the transformation and upgrade of its existing businesses, particularly in e-commerce and other internet platform services. Through the application of AI technology, Alibaba aims to create greater user value. He noted that the use of AI can significantly enhance user experience and operational efficiency, allowing the company to stand out in a highly competitive market. Alibaba will continue to deeply integrate AI technology across various business sectors, striving to maintain its competitive edge in the future.

When discussing Artificial General Intelligence (AGI), Wu stated that achieving AGI could bring tremendous commercial value to enterprises. He pointed out that the standard definition of AGI is the ability to perform over 80% of human capabilities, suggesting that if AGI is realized, the AI-related industry could potentially become one of the largest industries globally, profoundly impacting the existing GDP structure. Wu's perspective reflects Alibaba's confidence in the expansive prospects of the future AI market.

In terms of financial performance, Alibaba's AI-related revenue has achieved three-digit growth for six consecutive quarters, showcasing the company’s strong performance in the AI sector. Additionally, the rebound in cloud business revenue highlights Alibaba's competitiveness in the cloud computing market, especially against the backdrop of sustained user demand. All these factors lay a solid foundation for Alibaba's future development.

Overall, Alibaba's strategic positioning in the AI and cloud computing sectors demonstrates its forward-thinking approach to technology development. Through continuous investment and technological innovation, Alibaba aims not only to capture a larger market share but also to lead the industry's development direction. In the future, with the launch of the deep reasoning model and the ongoing enhancement of its infrastructure, Alibaba will further deepen its influence in the AI field, creating more value for users and clients. All of this indicates that Alibaba is meticulously preparing for the arrival of the AI era, striving to maintain its leading position in the fierce market competition.

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（Source: uSMART HK）