알리바바 클라우드 Quen 컨퍼런스 2026 싱가포르 키노트 요약

Alibaba Cloud formally pivots toward Agentic AI with a full-stack infrastructure integrating proprietary models, chips, and open ecosystems, directly challenging Google's dominant user base and TPU moat. While Quen 3.7 Max and MicroVM-based sandbox technology establish technical differentiation, industry experts highlight reproducibility and KV-cache memory bottlenecks as persistent obstacles. The contest between vertical integration (Alibaba) and user-scale leverage (Google) reveals that agentic infrastructure economics and regional trust-building are becoming as critical as model capacity.