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wu yongming's latest speech one year after taking over: alibaba cloud will continue to reduce prices

2024-09-19

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one year after taking charge of alibaba cloud, wu yongming finally took the stage at the 2024 yunqi conference. he said that in the past 22 months, the speed of ai development has exceeded any historical period.
on september 10, 2023, wu yongming officially "took over" zhang yong as ceo of alibaba group and chairman and ceo of alibaba cloud intelligence group. however, at the 2023 yunqi conference at the end of october last year, wu yongming, who had just taken office, chose to sit in the audience and did not go on stage. wu yongming's strategic plan for alibaba cloud was not fully unveiled until november 2023. at that time, after confirming that alibaba cloud would no longer be completely separated from the group, he announced that alibaba cloud would develop in the two major directions of "ai-driven, public cloud first" in the future. at this year's yunqi conference, wu yongming shared his observations on the development of ai in the past two years and his predictions for the future "ai-driven world".
in his speech, wu yongming said that in the past 22 months, ai has developed faster than any other period in history, but we are still in the early stages of the agi revolution. he believes that last year, the big model could only assist programmers in writing simple codes, but today it can directly understand requirements and complete complex programming tasks. last year, the math of the big model was only at the level of a middle school student, but today it has reached the gold medal level of the international mathematical olympiad, and is close to the doctoral level in physics, chemistry, biology and other disciplines.
he mentioned that over the past period of time, the cost of model inference has dropped exponentially, far exceeding moore's law. over the past year, the price of calling tongyi qianwen api on alibaba cloud bailian has dropped by 97%, and the lowest cost of calling a million tokens has dropped to 50 cents. inference cost is a key issue for application explosion, and alibaba cloud will work hard to continue to reduce costs.
to achieve true agi, the next generation of models needs to have a larger, more generalized knowledge system, and more complex and multi-level logical reasoning capabilities. the investment threshold for the global advanced model competition will reach billions or tens of billions of dollars. the possibility of ai being widely used in various industry scenarios is opening up.
wu yongming believes that ai's greatest imagination is not in the mobile phone screen, but in taking over the digital world and changing the physical world. he believes that generative ai creates greater intrinsic value for the world by adding intelligence to the productivity supply. this value creation may be ten or dozens of times the value of mobile internet connections. generative ai will gradually penetrate the digital world and take over the digital world. most things in the physical world will have ai capabilities, forming the next generation of new products, and connecting with the digital world driven by cloud ai to produce synergy.
at the same time, he mentioned the great changes that have taken place in the automotive industry after using ai models, and predicted that robots will be the next industry to undergo a huge change. he believes that in the future, all movable objects will become intelligent robots, which can be mechanical arms in factories, cranes on construction sites, porters in warehouses, firefighters at fire scenes, and pet dogs in families. in the future, there will be many robots in factories, and robots will be produced under the command of ai big models. now every urban family has a car, and in the future every family may have two or three robots.
in addition, wu yongming also said that ai computing is accelerating its evolution and becoming the dominant computing system. generative ai's reconstruction of the digital world and the physical world will bring about fundamental changes in computing architecture. in the past few decades, the cpu-dominated computing system is accelerating its transition to the gpu-dominated ai computing system. in the future, almost all software and hardware will have reasoning capabilities, and their computing cores will become dual-engine drives of the cpu computing engine + gpu reasoning engine.
alibaba cloud has observed that in the new computing power market, more than 50% of the demand is driven by ai, and ai computing power demand has become mainstream. this trend will continue to expand. in the past year, alibaba cloud has invested in a large amount of new ai computing power, but it is still far from meeting the strong demand of customers. wu yongming believes that all industries need infrastructure with stronger performance, larger scale, and better adaptability to ai needs.
wu yongming mentioned that alibaba cloud is investing in ai technology research and development and infrastructure construction with unprecedented intensity. alibaba cloud's single network cluster has expanded to the level of 100,000 cards, from chips, servers, networks, storage to heat dissipation, power supply, data centers and other aspects.
"from historical experience, people tend to overestimate the new technological revolution in the short term and underestimate it in the long term. because in the early stages of new technology application, the penetration rate is still relatively low, and people have not had such incidents in their personal experience, most people will instinctively doubt it, which is normal. but it will grow in your doubts, and you will miss the big trends in your hesitation. standing at the beginning of the wave of the ai ​​era, i feel extremely excited," said wu yongming.
(this article comes from china business network)
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