Eddie Wu

CEO, Alibaba Group

Search every verified Eddie Wu interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Eddie Wu, CEO of Alibaba, delivered a keynote at the 2026 Yunqi Conference in Hangzhou on September 22, 2026, where he described the advent of an era of "machine intelligence." He stated that the total amount of machine thinking will eventually exceed human thinking by more than 1,000 times, and announced Alibaba's commitment to investing in three foundational areas of AI: AI models, AI chips, and AI cloud. Wu likened these components to the "power plants and grids" of the machine intelligence era. During the conference, he also unveiled a new AI chip, the Zhenwu V900, which he described as China's most powerful computing AI chip, with performance three times that of its predecessor, M890, and capable of scaling to 500,000 cards in a single cluster. On Alibaba's Q1 FY27 earnings call on August 20, 2026, Wu reported that the company's strategic AI investments had translated into strong results, including a 45% year-over-year growth in external revenue for Alibaba Cloud and a 133% increase in EBITDA. He discussed the high certainty of returns on AI-related capital expenditures, citing an industry consensus that the AI compute shortage will persist until at least 2030, and noted that costs could be recovered within roughly three years based on current gross margins. Wu also expressed a personal view that the current monetization model for large language models through APIs is a short-term, transitional approach, and that the ultimate business model will emerge closer to achieving AGI, focusing on delivering tangible products and outcomes for customers.