Alibaba has unveiled a groundbreaking partnership with Nvidia at the 2025 Apsara Conference, marking a significant advancement in Physical AI. Nvidia’s Physical AI software stack is now integrated into Alibaba Cloud’s Platform for AI (PAI), aiming to create an ecosystem for next-gen intelligent machines, including humanoid robots and autonomous vehicles. This collaboration signals a shift in the AI landscape from digital to physical applications. Following the announcement, Alibaba’s stock surged nearly 9%, reflecting strong investor confidence, and showcasing the partnership’s strategic importance. With plans to invest over 380 billion yuan (approximately 53 billion USD) in AI, Alibaba is poised for transformative growth, reporting a staggering 114% revenue increase to $130.5 billion for fiscal 2025. The robust infrastructure of Alibaba Cloud supports this vision, while the newly launched AI Catalyst Program aims to empower innovators with resources to shape the future on its platform. The dawn of the Physical AI era has officially begun.
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