Overview

• Alibaba Cloud’s Platform for AI now integrates the full Nvidia Physical AI software stack for simulation, training, and validation of real-world systems.
• The offering targets use cases including humanoid robots, self-driving cars, and connected environments on Alibaba Cloud.
• CEO Eddie Wu said the company will increase AI infrastructure investment beyond the previously announced 380 billion yuan plan.
• Alibaba outlined new data centers in Brazil, France, the Netherlands, Mexico, South Korea, Japan, Malaysia, and Dubai within the next year.
• Whether the partnership involves buying Nvidia GPUs was not disclosed, as Alibaba pursues in-house accelerators and Ethernet-based high-performance networking and also introduced new Qwen3 models including Qwen3-Max.