Alibaba CEO Wu Yongming: Machine Thinking to Reach 1,000x Human Level

Wu's framing matters less as a forecast than as a positioning statement from a hyperscaler CEO: describing intelligence as a scalable commodity implies compute, not model quality, becomes the scarce input, which favors whoever controls datacenters and chips. The comparison to power generation quietly aligns Alibaba with the infrastructure narrative that has driven capital into AI-adjacent assets, including the energy and hardware layers RWA markets increasingly track. Whether that commodity framing holds — or whether model capability stays concentrated enough to command rents — is the open question worth watching.