阿里巴巴CEO吴泳铭：阿里服务器几乎没有一张卡是空的

第一财经05-13

5月13日，阿里巴巴CEO吴泳铭在财报电话会上表示，目前AI发展的趋势更像制造业，要获得更多收入必须去建两个核心工厂：AI的训练工厂和AI的推理工厂，背后都是AI数据中心的建设。　　他表示，AI数据中心的建设一定会消耗比较大的集团现金流，但在回报的路径上是清晰的。他透露，现在阿里的服务器内几乎没有一张卡是空的，考虑未来3-5年的需求情况，他认为阿里大量投入AI数据中心的投资回报非常确定。（文章...

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05-13
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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴CEO吴泳铭：阿里服务器几乎没有一张卡是空的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 20:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202605133736151179.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月13日，阿里巴巴CEO吴泳铭在财报电话会上表示，目前AI发展的趋势更像制造业，要获得更多收入必须去建两个核心工厂：AI的训练工厂和AI的推理工厂，背后都是AI数据中心的建设。 　　他表示，AI数据中心的建设一定会消耗比较大的集团现金流，但在回报的路径上是清晰的。他透露，现在阿里的服务器内几乎没有一张卡是空的，考虑未来3-5年的需求情况，他认为阿里大量投入AI数据中心的投资回报非常确定。（文章...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605133736151179.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","KBAB":"2倍做多BABA ETF-KraneShares","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK4607":"DeepSeek概念股","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4220":"综合零售","BK4524":"宅经济概念","BK4527":"明星科技股","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK1515":"抗疫概念","LU1046422090.SGD":"Fidelity Pacific 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(C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","09988":"阿里巴巴-W"},"source_url":"http://finance.eastmoney.com/a/202605133736151179.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635078232","content_text":"5月13日，阿里巴巴CEO吴泳铭在财报电话会上表示，目前AI发展的趋势更像制造业，要获得更多收入必须去建两个核心工厂：AI的训练工厂和AI的推理工厂，背后都是AI数据中心的建设。 　　他表示，AI数据中心的建设一定会消耗比较大的集团现金流，但在回报的路径上是清晰的。他透露，现在阿里的服务器内几乎没有一张卡是空的，考虑未来3-5年的需求情况，他认为阿里大量投入AI数据中心的投资回报非常确定。（文章来源：第一财经）","news_type":1,"symbols_score_info":{"BBYY":0.6,"BABO":0.6,"ALBmain":0.6,"09988":1.92,"KBAB":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BABA":1.92}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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