The Yunqi Conference opens today, and Alibaba Cloud will showcase capabilities such as ultra-large-scale clusters, distributed training, and inference acceleration, as well as debut high-density AI servers and high-performance network architecture

The 2025 Yunqi Conference will be held from September 24 to 26, showcasing AI software products such as new models and Agent applications, as well as infrastructure hardware like servers. It is reported that Alibaba Cloud will demonstrate capabilities such as ultra-large-scale clusters, distributed training, and inference acceleration, and will debut a high-density AI server supporting 144 computing nodes in a single cabinet, along with the new generation high-performance network architecture HPN 8.0. Additionally, AI implementation practices from hundreds of companies, over 200 Agent applications, and 300 AI terminal products will also be exhibited.

The 2025 Yunqi Conference will take place from September 24 to 26, with the theme "Cloud Intelligence Integration · Carbon-Silicon Symbiosis," focusing on AI software products such as new models and Agent applications, as well as AI servers and other infrastructure hardware.

It is reported that the Tongyi large model will bring a "full-size, full-modal" open-source matrix and the latest models; the MoDa community will showcase its ecosystem of over 70,000 models and 16 million developers; Alibaba Cloud will demonstrate capabilities such as ultra-large-scale clusters, distributed training, and inference acceleration, and will debut a high-density AI server supporting 144 computing nodes in a single cabinet and the new generation high-performance network architecture HPN 8.0. Furthermore, AI implementation practices from hundreds of companies, over 200 Agent applications, and 300 AI terminal products will also be exhibited.

Shanghai Securities Journal reporters noted that prior to the conference, Alibaba Cloud's ecosystem companies have actively engaged in relevant layouts. In the software sector, several "Ali Chain" companies focus on "model + industry scenario" as the core, implementing Agent solutions in finance, government affairs, healthcare, and other fields; in the hardware sector, Alibaba Cloud ecosystem-related companies are promoting customer onboarding and product delivery around computing power chips, data centers, and other infrastructure.

Software Companies Actively Layout Agents

As AI technology matures, the "model + scenario know-how," which pairs large model enterprises with an ecosystem, is becoming the best path for AI models to land on the B-end through Agents.

According to a research report by Tianfeng Securities, Alibaba Cloud has collaborated with 18 partners, including Xinya Data, New Knowledge Software, Zhongke Software, and Boyan Technology, to jointly release multiple Agents across seven major scenarios, covering areas such as credit risk control, investment research and advisory, underwriting and claims, intelligent customer service, work assistants, compliance quality inspection, and digital humans. Recently, several software companies in the Alibaba Cloud ecosystem have disclosed their latest progress in the field of Agents.

New Knowledge Software disclosed in its 2025 semi-annual report that the company is promoting the implementation of artificial intelligence large models in industry applications, with the "New Knowledge Artificial Intelligence Platform," "New Knowledge Large Model," and "Digital Assets in the Financial Industry" as core bases, launching application robots (Agents) for various industries based on actual industry conditions.

For example, in the financial sector, New Knowledge Software focuses on key applications such as marketing development, product interpretation, product verification, intelligent underwriting, claims assistance, and training; in the enterprise service sector, the company launched the New Knowledge Judicial Agent "New Knowledge Intelligent Law" in the first half of the year and integrated it with the New Knowledge Training Machine to form a "Judge Assistant" product In the automotive industry, the company is promoting the innovative application of the Agent product "Marketing Intelligent Badge" and its derivative tools.

Zhongke Ruankai recently stated at an earnings briefing that the company is continuously advancing research and development around AIGC-related technologies and exploring the application of AI in key industries such as insurance, healthcare, and government affairs.

Specifically, in the insurance sector, Zhongke Ruankai has promoted or piloted multiple AI applications in various scenarios, such as insurance MaaS platforms, insurance product knowledge base systems, intelligent marketing platforms, intelligent training assistants, marketing script quality inspection, customer service knowledge bases, intelligent operations and maintenance, claims assistance, operational assistance, and private domain operation quotation robots; in the government sector, Zhongke Ruankai provides the Zhongke Ruankai training and reasoning integrated platform (MaaS Studio) and AI office assistant agents based on large models; in the healthcare sector, Zhongke Ruankai offers innovative applications such as intelligent identification and risk prediction for tuberculosis based on multimodal AI, immune intelligent customer service mini-programs, intelligent AI consultation healing model agents, and Anytime Learning App.

Boyan Technology is continuously enhancing its core competitiveness in the field of artificial intelligence through a dual-track approach of independent innovation and ecological collaboration. In terms of AI industry applications, Boyan Technology relies on the "Artificial Intelligence Computing Platform" and "AI Agent Platform" to quickly deploy AI applications for industry clients. For example, in the financial sector, the company has built a full-scenario AI solution covering front, middle, and back offices, and is gradually implementing it in client businesses. At the same time, the company is continuously expanding AI applications across multiple fields and has won several industry-level AI projects.

Hardware ecosystem-related companies are advancing delivery

Alibaba Group's financial report for the first quarter of fiscal year 2026 (ending June 2025) shows that in this quarter, Alibaba's capex investment in AI+ Cloud reached 38.6 billion yuan, a year-on-year increase of 220%. Thanks to significantly increased capital expenditure, Alibaba has achieved remarkable results in cloud and AI infrastructure construction.

"Alibaba has a strong foundation in its autonomous computing power system, with 'CPU+GPU' fully covering 'general computing + intelligent computing needs.' The RISC-V ecosystem bound to the CPU continues to iterate, while the GPU, relying on Tianshu's early start and strong capabilities, has industry advantages," said Miao Xinjun, chief analyst of the computer industry at Tianfeng Securities Research Institute. "At the same time, Alibaba Cloud, as the largest public cloud provider in China, has strong ecological construction capabilities."

Focusing on Alibaba Cloud's hardware ecosystem, related companies are continuously advancing customer onboarding and product delivery. In terms of RISC-V chips, Chipone Technology has reached cooperation with several leading RISC-V enterprises in the industry. As of the end of June 2025, the company's semiconductor IP has been adopted by more than 10 major RISC-V chip suppliers and has provided one-stop chip customization services for 23 RISC-V chips for 20 clients, with these projects gradually entering mass production Recently, Xinyuan Co., Ltd. also disclosed that it plans to acquire Xinchai Technology to complete this important piece of the CPU IP puzzle and accelerate its layout of RISC-V CPU IP.

In the x86 CPU field, Alibaba Cloud previously launched the "Bailian Exclusive Edition AI Training and Pushing Integrated Machine," which is equipped with a dual-socket multi-core CPU from Haiguang/Intel. Recently, Haiguang Information stated during an institutional research meeting that the company is deepening cooperation with OEMs and ecological partners in key industries and fields to accelerate product introduction to the client side. At the same time, the company is actively seeking new market opportunities and application areas, increasing marketing efforts, and continuously innovating through R&D to meet the needs of different customer groups and expand market coverage.

Looking at the IDC field, Data Harbor's semi-annual report shows that the company has built 35 data centers from Ulaan Chab and Zhangbei in the north to Shenzhen and Heyuan in Guangdong in the south, achieving a forward-looking strategic layout in the Beijing-Tianjin-Hebei, Yangtze River Delta, and the eastern hub of the Guangdong-Hong Kong-Macao Greater Bay Area, as well as corresponding core areas in the west. It has proactively adapted to the national "East Data West Computing" data center layout planning guidelines and continues to reserve high-quality resources at strategic hubs.

Runze Technology has also demonstrated its scaling advantages in data center delivery. In the first half of 2025, the company added a total of 220MW of computing power centers, including 100MW in the Pinghu Park, 40MW in the Langfang Park, 40MW in the Foshan Park, and 40MW in the Huizhou Park.

This article is authored by reporter Zheng Weihuan, sourced from Shanghai Securities Journal, original title: "The Cloud Habitat Conference Opens Today, Ecological Chain Listed Companies Rush to Layout"

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