On September 24th, at the 2025 Alibaba Cloud Computing Conference, Alibaba announced a collaboration with NVIDIA on Physical AI, covering areas such as data synthesis and processing, model training, environment simulation reinforcement learning, and model validation testing.
Physical AI is a branch of artificial intelligence that extends to the physical world, achieving interaction with the real world by integrating multimodal perception, spatial relationship understanding, and physical rule cognition.
The 2025 Yunqi Conference was held in Hangzhou. Wu Yongming, Director and CEO of Alibaba Group and Chairman and CEO of Alibaba Cloud Intelligence Group, stated that in the future, there may be more agents and robots than the global population, working together with humans and having a significant impact on the real world.
Wu Yongming believes that big models will become the next generation of operating systems, and AI cloud will become the next generation of computers. It is expected that there will only be 5 to 6 super cloud computing platforms in the world in the future.
Currently, Alibaba is actively promoting the construction of AI infrastructure with a scale of 380 billion yuan and plans to further increase investment. To embrace the era of ASI (Super Artificial Intelligence), compared to the first year of GenAI in 2022, it is expected that the energy consumption scale of Alibaba Cloud's global data centers will increase tenfold by 2032.
