Alibaba plans AI model with 5 trillion to 10 trillion parameters, unveils new chip

Wu set a target for Alibaba Cloud's global data centre capacity to surpass 20 gigawatts by 2032. He said customer demand for AI remained "exceptionally robust" and was accelerating Alibaba Cloud's revenue growth, but acknowledged that global shortages across the AI data centre supply chain were limiting how fast the company could expand.

"The industry's mid-to-long-term demand far outpaces our supply capabilities," he said, adding that Alibaba Cloud would begin bringing its AI supernodes online at commercial scale this quarter.

Wu framed the moment as the dawn of an era of "Machine Intelligence" comparable to the Industrial Revolution, predicting machines would eventually produce more than 1,000 times the "thinking" of all humanity, up from less than 3% today.

He likened AI coding to the light bulb of the electrical age - an early application rather than the breakthrough product.