GuShiio.com ① At a telephone conference with financial analysts in Q3 of fiscal year 2025, Alibaba Group CEO Wu Yongming said that infrastructure investment in cloud and AI in the next three years is expected to exceed the total of the past ten years.
② Chen Tong of Western Securities pointed out that the big model has reshaped the technical architecture, service models, charging models, and application ecosystems of cloud vendors.
At a telephone conference with analysts in the Q3 financial year 2025, Alibaba Group CEO Wu Yongming said that infrastructure investment in cloud and AI in the next three years is expected to exceed the total of the past ten years. Investment areas include infrastructure construction for AI and cloud computing; investment in AI basic model platforms and AI native applications; and investment in AI transformation and upgrading of existing businesses.
In addition, Ali Ali will soon release an in-depth reasoning model based on Qianwen Qwen2.5-MAX. At the end of January, Ali released Qwen2.5-Max, the flagship version of the basic AI model Qianwen, which is at the leading level in the industry in many authoritative benchmark evaluations. At present, Qwen’s global derivative models have exceeded 90,000, ranking first in the world.
Chen Tong of Western Securities pointed out that the big model has reshaped the technical architecture, service model, charging model, and application ecosystem of cloud vendors. On the one hand, it will adjust the focus of cloud manufacturers ‘computing power services, on the other hand, it is expected to further expand downstream market demand and encourage cloud manufacturers to increase investment in AIDC infrastructure. For the public cloud infrastructure industry chain, the demand for reasoning computing power is expected to accelerate, driving the accelerated construction of domestic AIDC, accelerating the domestic substitution process of domestic cards represented by Shengteng Card, and benefiting suppliers in all aspects of the industry chain. For enterprise privatization deployment needs, the cost of privatization deployment has been greatly reduced, and it can be deployed with solutions such as NVIDIA graphics cards, domestic chips, and domestic all-in-one machines to meet the needs of enterprise users for data security and cost control, and to benefit the privatization deployment of government and enterprises. Products and service providers.
According to the Cailian theme library, among the relevant listed companies:
Ruijie networksAccording to the Investor Interaction Platform, the company is a mainstream supplier of data center switches for leading Internet companies such as Alibaba, Tencent, and ByteDance.
yonyou networkIt is one of the first seven partners of Alibaba Tongyi Qianwen. It will build a large enterprise service model with Alibaba Cloud and explore the application of the capabilities of the Qianwen Model to the full range of UFIDA BIP products to help enterprises move from digitalization to intelligence.
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