Alibaba Cloud plans six-year stroll to 20GW of datacenters, reveals chip to power them
Article excerpt
off-prem USA alone has 37GW under construction, but Alibaba doesn't think the AI boom will run out of steam Chinese tech giant Alibaba has outlined an ambition to expand its datacenter fleet to 20GW of capacity, and chip that will help it get there. CEO Eddie Wu announced those ambitions today at Alibaba’s Apsara conference, where he delivered a speech that likened current AI applications to light bulbs, because electric light was an early application of electricity but the really important stuff came along decades later. He also compared AI to steam engines. “Steam and combustion engines were designed merely to do what horses and laborers were already doing: pumping water, weaving, and hauling,” he said. Over time, the CEO said, engines proliferated to the point at which “machine power already drives 99.9% of the world’s physical work.” The CEO thinks AI – which he prefers to call “Machine Thinking” – will one day do 99.9% of all cognition, and usher in various utopian outcomes. “In the future, every niche domain will have millions of AI scientists and domain experts constantly driving breakthroughs and tackling challenges,” he said, before asking his audience to imagine an AI charged with building a starship capable of reaching Mars. “For such an ultra-complex, long-horizon task, AI will break it down into tens of millions of subtasks, executed by millions of agents...
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The CEO also used his speech to announce that Alibaba has started training its next-generation model, Qwen 4, and has two successors on its roadmap that it expects will scale to five and ten trillion parameters respectively.
