阿里变了：从通云哥看中国AI的Google叙事

节点财经

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文 / 梁添来源 / 节点财经2025年，AI圈的最精彩新闻之一，当属Gemini 在数据上第一次“反超”了 ChatGPT。提及原因所在，Google CEO Sundar 悠悠说道，Gemini 的演进不是来自某个单一技术突破，而是谷歌把“模型、TPU、数据中心、基础设施”整合成一条通畅链路的自然结果。如今，在太平洋的另一端，阿里试图成为最接近 Google 形态的中国公司——1月29日，阿里...

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INC"},"translate_title":"Ali has changed: Looking at the Google narrative of Chinese AI from Brother Tongyun","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"BABA":1.96,"ALBmain":0.6,"HBBD.SI":0.6,"09988":1.96},"content_text":"文 / 梁添来源 / 节点财经2025年，AI圈的最精彩新闻之一，当属Gemini 在数据上第一次“反超”了 ChatGPT。提及原因所在，Google CEO Sundar 悠悠说道，Gemini 的演进不是来自某个单一技术突破，而是谷歌把“模型、TPU、数据中心、基础设施”整合成一条通畅链路的自然结果。如今，在太平洋的另一端，阿里试图成为最接近 Google 形态的中国公司——1月29日，阿里平头哥“真武810E”高端AI芯片上线官网，由通义实验室、阿里云和平头哥组成的阿里巴巴AI黄金三角“通云哥”，正式浮出水面。据了解，在 2025 年 4 月与阿里科技板块团队交流中，由马云首次提出“通云哥”，阿里巴巴集团 CEO 吴泳铭也参与了这场交流，他认为：“云 + Al + 芯片” 是未来实施阿里科技战略当中最重要的三角支撑。最新数据显示，平头哥 PPU 芯片总出货量已达数十万片，超越寒武纪。可以说，“通云哥”的雏形已经成型。在英伟达芯片受制于人的情况下，这对国产算力突破是个不错的利好消息，当然，英伟达生态壁垒深厚，追平英伟达更是需要国产玩家持之以恒的努力与坚持。谁是通云哥？现如今，“通云哥”的三大核心板块，源自于阿里长久以来的布局。第一，底层算力，平头哥。平头哥成立于2018年，成立之初定位就十分清晰——优先满足阿里的内部业务需求，从场景中来，到场景中去。彼时，芯片逐渐从普通商品演变为地缘政治博弈的工具，“卡脖子”成为行业痛点，自主技术迫在眉睫，平头哥在此背景下应运而生。芯片行业共识是，哪怕要做的是一片过时GPU，也需要国内最好的团队做上5-10年，所以这个角度看，平头哥的产品已经初步完成了商业化闭环——出货量来看，根据官方消息，真武810E已在阿里云实现多个万卡集群部署，服务了国家电网、中科院、小鹏汽车、新浪微博等400多家客户。对平头哥寄予厚望的阿里，更是十分自信，我们援引权威媒体报道，对比关键参数，“真武”PPU的整体性能超过主流国产GPU，与英伟达H20相当。第二，基础设施，阿里云。阿里云的定位是AI超级计算机的云基础设施与算力调度中枢。早在2013年，阿里云就在全球范围内首次实现了单一集群5000台服务器的规模。如今历经多年发展，阿里云的全球布局持续完善，其在全球29个地域设有92个可用区，服务全球500万客户。因为较早布局云计算领域，阿里在AI云时代，哪怕字节凭借Maas来势汹汹，在Iaas市场有先发优势的阿里，也有不俗的竞争力。根据全球市研机构Omdia数据，2025年上半年，中国AI云市场阿里云占比35.8%位列第一，超过2到4名总和。第三，核心大脑，通义实验室。通义实验室研发大模型可以追溯至2019年。2023年8月起，千问大模型陆续开源，至今已发布涵盖语言、数学、编程及视觉生成、推理的多代、多类型模型，更是成为英伟达、微软、Meta等科技巨头开发衍生模型、进行技术创新的灵感来源。全栈自研对AI马拉松的意义是什么？AI 时代的竞争不是百米冲刺，而是一场马拉松。单点突破或许能像 ChatGPT 那样赢得先机，但现在一个共识是——完整的技术栈才能支撑长跑。 芯片、研究、产品，每一层的长期投入都会在竞赛后期发挥决定性作用。这也是为何OpenAI、Google选择自研芯片的原因所在，海外玩家尚且如此，面临地缘政治影响的中国玩家更是必然。仔细来看，自研芯片能在高度不确定的竞争环境中，增强企业的抗冲击能力。现如今，AI技术路线仍在快速演进，模型能力扩散速度远超预期。在这种环境下，单点优势往往是脆弱的。“通云哥”最大的现实意义，是阿里拥有可持续扩展的算力底座；在正常情况下，可以不断压低单位算力成本。这样来看，阿里不再是一个被动接受算力供给条件的玩家，而是具备一定自主调节能力的系统型参与者。其次，全链路协同有助于提高工程稳定性。随着AI竞赛的白热化，大模型、多模态、具身智能、物理AI快速演进，对芯片、以及云平台的协同能力都提出了全新适配要求。而软硬件独立设计，难以匹配大模型的个性化发展需求。OpenAI联合创始人Greg Brockman曾直言，没有芯片就没有话语权。很多芯片公司，当大模型厂商向芯片企业反馈，“这是我们认为事情将要发展的方向、模型需要是这种架构时”，结果根本没人配合。目前来看，通云哥或许可以借助架构协同打破僵局：平头哥芯片针对千问大模型优化，千问模型适配阿里云架构，阿里云为芯片和模型提供定制化运行环境，三者在架构设计之初就深度绑定，是芯片、云、大模型单一环节独立发展无法实现的。最后，也是最重要的，芯片行业需要商业化落地，供场景验证，以支持后续技术迭代。芯片是一个无比强调技术、专业和耐心的行业，芯片企业本就是九死一生。就像上文所说，平头哥的定位是从场景中来，到场景中去。阿里的好处就是，有云计算等应用场景，通过规模化出货完成市场验证，才能在反馈与应用数据的驱动下持续优化性能与成本结构，推动商业模型的长期跑通。能重新定义 AI 竞赛规则吗？就像Sundar所说，当你采用全栈式的方法时，每一层的创新，都会一路向上传递到最顶层的产品。面向AI时代，“通云哥”的集结或将让阿里的想象力更上一层楼。2026年开年，阿里千问大模型家族仍在不断上新，从多模态新模型Qwen3-VL-Embedding、Qwen3-VL-Reranker到全系列语音合成模型Qwen3-TTS等，再次刷新各大基准测试排行榜。全球最大AI开源社区Hugging Face的最新数据显示，千问开源模型的衍生模型数量突破20万个。在去年2月阿里宣布未来3年投入3800亿元建设云和AI硬件基础设施后，阿里云智能集团2025年第三季度的收入增长34%，其中AI相关产品收入连续9个季度实现三位数同比增长。另据媒体报道，阿里已决定支持旗下芯片公司平头哥未来独立上市。通云哥的布局，本质上是阿里试图通过三位一体的合力，让各自优势最大化。目前来看，在AI时代，腾讯强在微信这一国民级流量入口，深耕应用与连接，字节强在Maas与应用，而阿里则选择芯片、云、模型这一独特站位，为接下来的AI下半场巨头竞赛，奠定了差异化的竞争基础。阿里在尝试讲Google的全栈故事，放到国产替代、自主研发的趋势下，阿里已经给国内的企业开了一个好头，这也意味着中美AI竞争来到了一个全栈比拼的新时代。*题图由AI生成","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}