At the 2026 Hangzhou Yunqi Conference, Alibaba Group CEO Wu Yongming said that machines are becoming the main force of thought, and thinking will become a large-scale supply product like the “driving force” in the industrial revolution. The total amount of machine thinking in the future will be 1,000 times that of humans, but today this ratio is less than 3%, and there is room for at least tens of thousands of times growth. Wu Yongming believes that today, machine power has taken on 99.9% of physical work, and the total amount of human thought will continue to grow in the future, but machine thinking will expand at a faster rate, and it is expected that it will take on 99.9% of the thinking work. Top thinking will change from luxury goods to products that can be supplied on a large scale. Each segment can have millions of AI scientists and experts, which will bring tremendous changes to human society. The prerequisite for machine thinking to be able to scale supply is that the AI infrastructure is complete and developed enough. Just as all kinds of electrical appliances became popular back then, the first step was to build enough power plants and power grids. Around 1900, quite a few electrical appliances were already in homes. At that time, the world's electricity generation for a whole year was only enough for two hours today. Wu Yongming said that AI models, AI chips, and AI clouds are the three cornerstones of the machine intelligence era, and Alibaba will firmly invest in these three infrastructure projects. This is Ali's long-term strategic choice.

At the 2026 Hangzhou Yunqi Conference, Alibaba Group CEO Wu Yongming said that machines are becoming the main force of thought, and thinking will become a large-scale supply product like the “driving force” in the industrial revolution. The total amount of machine thinking in the future will be 1,000 times that of humans, but today this ratio is less than 3%, and there is room for at least tens of thousands of times growth. Wu Yongming believes that today, machine power has taken on 99.9% of physical work, and the total amount of human thought will continue to grow in the future, but machine thinking will expand at a faster rate, and it is expected that it will take on 99.9% of the thinking work. Top thinking will change from luxury goods to products that can be supplied on a large scale. Each segment can have millions of AI scientists and experts, which will bring tremendous changes to human society. The prerequisite for machine thinking to be able to scale supply is that the AI infrastructure is complete and developed enough. Just as all kinds of electrical appliances became popular back then, the first step was to build enough power plants and power grids. Around 1900, quite a few electrical appliances were already in homes. At that time, the world's electricity generation for a whole year was only enough for two hours today. Wu Yongming said that AI models, AI chips, and AI clouds are the three cornerstones of the machine intelligence era, and Alibaba will firmly invest in these three infrastructure projects. This is Ali's long-term strategic choice.