阿里变阵，“千问”正式统领阿里AI的未来核心，可能影响开源大计

算力百科

03/05

投资圈里疯传，已经有投资人在想各种方法联系他们，打算撺掇他们创业啦！！！2026年的国内大模型赛道，开局便迎来了一场巨震。四个中国顶尖的大佬同时离职，实属罕见，而且极其高调！我就希望阿里 qwen 开源计划能持续，其他的不太关心！OpenAI 开始开源，搞着搞着就闭源了，豆包闭源，谷歌闭源，牛逼的大模型都在走闭源策略！OMG 阿里一定要坚持开源哦！阿里云内部组织架构再次迎来重大调整，通义团队进行...

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阿里一定要坚持开源哦！阿里云内部组织架构再次迎来重大调整，通义团队进行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305060512a6a39050&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0949170772.SGD","symbol_name":"Blackrock Global Equity Income A6 SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305060512a6a39050&s=b","article_id":"2617562475","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305060512a6a39050&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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the future core of Ali AI, which may affect the open source plan","themeId":"d82a7469bddf572ac6294c3df16140cc","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09988":1.95,"BABW":0.6,"BABA":1.95,"BABU":0.6,"BABX":0.6,"KBAB":0.6,"ALBmain":0.6,"BABO":0.6,"BBYY":0.6},"content_text":"投资圈里疯传，已经有投资人在想各种方法联系他们，打算撺掇他们创业啦！！！2026年的国内大模型赛道，开局便迎来了一场巨震。四个中国顶尖的大佬同时离职，实属罕见，而且极其高调！我就希望阿里 qwen 开源计划能持续，其他的不太关心！OpenAI 开始开源，搞着搞着就闭源了，豆包闭源，谷歌闭源，牛逼的大模型都在走闭源策略！OMG 阿里一定要坚持开源哦！阿里云内部组织架构再次迎来重大调整，通义团队进行重组，“千问”正式统领阿里AI的未来核心。在这一战略变阵的背后，是阿里在大模型“开源世界第一”的光环下，对算力成本、商业变现以及激烈市场竞争的深层反思。然而，这次“一统江湖”的变阵并非没有代价。随着架构调整，千问团队的四位核心骨干相继离职，这不仅给Qwen的未来走向蒙上了一层阴影，也深刻影响着国内乃至全球的大模型开源大计。算力之殇与绝地反击，从失声到开源王者作为AI芯片与算力中心从业者，您一定深知底层算力对大模型的决定性作用。回溯阿里的AI发展史，其大模型战略的节奏几乎与算力投资的起伏完美重合。早在2020年，阿里曾对基于V100芯片的算力业务进行了大规模投资。然而，随着后续更先进架构GPU的快速迭代，这笔巨额投资在内部被定义为“失败”。这种商业上的挫折直接引发了连锁反应，2021年至2024年间，阿里的算力基础设施投入处于相对短缺和保守的状态。这也就是为什么在ChatGPT引爆大模型狂潮的初期（2023年至2024年初），阿里的大模型声音相对微弱。痛定思痛后，阿里在2024年H2开启了算力与研发的大规模投入。凭借深厚的技术底蕴和坚决的开源路线，Qwen系列在2025年打了一场漂亮的翻身仗。短短一年间，千问不仅在各项Benchmark上登顶，更在开发者社区中建立了无可替代的影响力，将阿里硬生生推上了“开源大模型世界第一”的宝座。叫好不叫座，商业化重压下的2026变阵开源为阿里赢得了极佳的口碑，但资本和财报却需要真金白银的支撑。2025年千问的辉煌，掩盖不了阿里云智能集团在营收上承受的巨大压力。在市场端，字节跳动的“火山引擎+豆包”组合凭借极致的性价比和恐怖的商业化渗透能力，给了阿里云巨大的压迫感。千问陷入了“叫好不叫座”的尴尬境地：无数开发者和中小企业使用着免费的Qwen开源权重，但这些流量并未如期转化为阿里云的算力消耗和API调用营收。千问的开源世界第一，并没有为阿里云贡献超额的营收！在算力成本高昂的今天，做纯粹的“开源活菩萨”是不可持续的。因此，2026年阿里选择变阵，让千问真正统领AI核心，目的就是为了更聚焦、更高效的资源投入，全面转向商业化落地与云业务赋能。从集团战略层面来看，这种向现实低头的变阵情有可原。变阵的阵痛，四大开源核心流失架构调整与战略转向往往伴随着人事的剧震。在此次变阵中，Qwen团队的四位核心灵魂人物流失，这无疑是对阿里开源生态的一记重锤：Junyang Lin（林俊旸）：通义大模型掌舵人。年仅32岁的他是阿里巴巴最年轻的P10级技术负责人，也是通义千问从无到有、走向世界的绝对核心推动者。他在今年初的AGI-Next前沿峰会上依然以Qwen技术负责人的身份现身，其离职标志着一个时代的结束。惠彬原（Binyuan Hui）：Qwen代码方向负责人。作为Qwen-Coder系列模型的主理人，他负责了从预训练到后训练的全流程Agent训练，近期甚至跨界参与了具身智能（Robotics）的研究，是代码模型领域的顶尖人才。郁博文（Bowen Yu）：Qwen后训练（Post-training）研究负责人。毕业于中国科学院大学的他，主导了Qwen-Instruct系列模型的开发，是千问“懂人心、好对齐”的关键推手。Kaixin Li：Qwen 3.5 / VL / Coder的核心贡献者，毕业于新加坡国立大学，是千问多模态和代码能力迭代的重要骨干。这四位主将的离开，不仅是阿里人才库的重大损失，更让外界对Qwen后续开源更新的频率和质量产生了担忧。大厂的人才密度很高，希望不会影响阿里的大模型雄伟大略！商业化主导的新团队，是否还会像过去一样毫无保留地开源最前沿的模型？这或许意味着国内大模型完全依赖“大厂开源”的红利期正在走向尾声。蝴蝶效应，百度或将效仿阿里阿里的变阵往往是中国互联网科技圈的风向标。面对同样的算力成本和商业化变现难题，行业内的其他巨头大概率会闻风而动。阿里-千问和通义百度-千帆和文心可以预见的是，百度很可能会参考阿里的这次变阵逻辑。过去文心一言（Ernie）和千帆大模型平台（Qianfan）在内部存在一定的双线并行。为了应对激烈的价格战和云市场竞争，百度后续极有可能让“千帆”平台从底层算力到上层应用统领文心体系，彻底打通B端商业化的任督二脉，以更集中的算力资源对抗头条和阿里。阿里的2026变阵，是一场因算力历史欠账而起、因开源高光而盛、最终又回归商业现实的必然演进。千问一统江湖，代表着大模型技术实验室时代的结束，产业化和算力变现时代的全面到来。只是，当核心造梦者相继离去，中国大模型的开源大计将走向何方，仍是一个未解之谜。全国首个算力和大模型工程专属服务IP“算力百科”是全国首个算力和大模型工程专属服务 IP品牌，专注于国内AI算力行研；团队来自顶级芯片设计、算力中心构建及大模型开发一线，贯通“芯·算·模”，从实战角度出发，构建国产AI算力新范式，深耕算力和大模型行业！国内顶尖的算力Semi产业链行研团队算力普惠倡导者，高性价比算力设备和算力租赁卡修师，专注高端GPU卡后服务市场（回收、维修、循环）专注欢迎加入社群↓","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}