26 Sep 2025

At the 2025 Apsara Conference held in Hangzhou on September 24, Alibaba Group’s CEO, Eddie Yongming Wu, delivered a keynote speech titled “The Path to Super AI,” outlining the company’s ambitious artificial intelligence strategy.” “An intelligence revolution driven by AI has just begun,” he noted. According to Wu, achieving artificial general intelligence (AGI) is now a certainty; this, however, is only the starting point. The ultimate goal is artificial superintelligence (ASI) that can self‑iterate and fully surpass human capabilities. He outlined a three‑stage path to ASI: (1) “Intelligent Emergence,” where AI gains generalized intelligence by learning vast human knowledge; (2) “Autonomous Action,” (the current phase) where AI masters tool use and coding to “assist humans”; and (3) “Self-Iteration,” where AI connects to the physical world and self‑learns, ultimately “surpassing humans.” As a “full‑stack AI services provider,” Alibaba Cloud will execute on two core pillars: (i) keep the Qwen (通義千問) family open‑source and open; and (ii) build a “Super AI Cloud” as the next‑generation computer. Wu disclosed that Alibaba is actively advancing a three‑year Rmb380bn AI infrastructure program and will continue to increase investment. Under the long‑term plan, by 2032 the power consumption of Alibaba Cloud’s global data centers is expected to be 10× that of 2022.

CROSBY Research – Alibaba Group (9988 HK/ NR): Advancing a 3Y Rmb380bn AI infrastructure build‑out