Summarizing today’s Alibaba 2026 Yunqi Conference $BABA

Tsai Chung-hsin: The AI competition has entered the “deployment era,” and Alibaba has made clear that it will continue investing in a five-layer full-stack AI system: chips → cloud infrastructure → foundation models → model services → agent applications
Wu Yongming went further, saying that the total amount of machine thinking will exceed 1,000 times that of humans in the future, leaving enormous room for growth.
Therefore, Alibaba will remain firmly committed to the three cornerstones of AI models, AI chips, and AI cloud:
> Qwen 4 is already in training, with subsequent Qwen 4.5 / Qwen 5 versions planned to expand their parameter scale to 5 trillion–10 trillion (5-10T), targeting more complex, longer-horizon tasks and advancement toward superintelligence (ASI).
> T-Head released its next-generation AI chip, Zhenwu V900, claiming it has the strongest computing performance among domestically produced chips at present, with mass production expected in Q1 2027
Customer demand for AI is extremely strong, and supply is still unable to keep up over the medium to long term. By 2032, the global data center capacity operated by Alibaba Cloud will exceed 20GW
After understanding Alibaba, I have remained bullish on it and have continued buying. Although its previous share issuance drew criticism from many people, I still hope it can go further and further along the right path. The short-term target of 200 remains unchanged!