从悬崖边缘到行业之巅，2025年Gemini实现逆袭

Ofweek光电信息网01-01

作者/文森特编辑/嘉嘉“你可以试试谷歌的Gemini，很好用”，一位海外留学生表示，在欧美等海外地区，不少用户已经从ChatGPT转向了Gemini，“GPT能干的Gemini也能干，GPT不能干的Gemini也能干。”市场研究机构SimilarWeb的数据也证实了这一点：ChatGPT市占率从87.2%降到了68%，Gemini则来到了18.2%。要知道三年前，谷歌AI产品与ChatGPT对比，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260101132215a6e7e882&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者/文森特编辑/嘉嘉“你可以试试谷歌的Gemini，很好用”，一位海外留学生表示，在欧美等海外地区，不少用户已经从ChatGPT转向了Gemini，“GPT能干的Gemini也能干，GPT不能干的Gemini也能干。”市场研究机构SimilarWeb的数据也证实了这一点：ChatGPT市占率从87.2%降到了68%，Gemini则来到了18.2%。要知道三年前，谷歌AI产品与ChatGPT对比，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260101132215a6e7e882&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":"LU1935043536.SGD","symbol_name":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC 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AI发展的每一个关键节点，让Gemini在性能等方面对ChatGPT形成了反超。【1】Gemini后发而至2023年2月6日，是谷歌诞生以来最为“至暗”的一天，被寄予厚望的大模型 Bard在公开测试时翻车，错误地声称首次拍摄到太阳系外行星照片的望远镜是詹姆斯・韦伯。次日谷歌母公司股价应声下跌，单日蒸发近1000亿美元。“这是 2016 年以来最严峻的战略挑战，我们却在最重要的 AI 突破中落后于人，公司上下都感到一种危机感”，一位谷歌高管回忆称，资本看衰谷歌不是因为Bard的一次回答失误，而是谷歌有可能被新时代浪潮所颠覆。60%的人表示更喜欢向ChatGPT提问，而不是用谷歌搜索；Open AI每隔几个月就要发布新的大模型；微软将OpenAI 的技术整合到 Bing 搜索引擎当中。在数据和事实面前，谷歌站到了悬崖边缘，2023年3月，谷歌创始人谢尔盖・布林亲自回归，宣布直接对标GPT-4，研发Gemini。这是一场豪赌，很多人将Gemini对标GPT-4比喻为日常家用车对标赛场上的竞技赛车，起初没有多少人看好Gemini，认为它是谷歌“AI先行”战略的又一次画饼。但事实却是谷歌赌赢了。在近日举办的SuperCLUE-VLM多模态视觉语言基准测评中，谷歌Gemini-3-pro以83.64分的成绩远超过Open AI GPT-5.2（69.16分），位居全球大模型性能榜首。（来源：SuperCLUE-VLM）这样的性能优势也体现在用户口碑上，2025年底，在桌面端和移动网页端，Gemini用户单次使用时长达到7.2分钟，超越ChatGPT。甚至有很多用户将Gemini-3称为“世界最强多模态理解”“交互最深智能体”“推理怪兽”……从2023年初的不被看好，到如今的“高攀不起”，在AI这个技术引领性的时代，Gemini凭什么能够后发而至？【2】Gemini崛起在谷歌系统上在AI大模型领域，为什么最不被看好的“谷歌”最争气，在司库财经看来，Gemini的成功并非偶然，它的成功除了谷歌巨大的容错率之外，更重要的是谷歌整个系统的胜利。首先是硬件上，在2025年DeepSeek出现之前，不论是国内AI六小龙还是OPEN AI，大模型性能主要取决于谁的算力芯片多，谁能拿到更多GPU芯片。而在这方面，谷歌占据了先天优势，相比其他AI厂商依赖英伟达，谷歌拥有自研的AI 芯片 TPU v5e 和 TPU v4，能够为Gemini的训练提供保证。“Google 拥有的TPU数量就将超过 OpenAI、Meta、CoreWeave、甲骨文和亚马逊拥有的 GPU 之和”，芯片研究机构Semianalys 表示，自研GPU是谷歌和Gemini在大模型领域的唯一优势。（来源：互联网）其次是定位上，与多数AI大模型专注文本不同，从项目成立开始，Gemini就定位为多模态模型，用户能够用它处理图像、音频、视频和文本数据等。例如，用户可以在Gemini上不仅能生成各种策划案，画出图片还能制作视频和处理音频，反观GPT只能处理文本信息，当用户需要制作视频时，不需要跳转到SORA上。正是这种多模态的能力，吸引了越来越多的用户。最后是谷歌商业应用能力。很多AI大模型厂商，最大的困局在于没有商业化落地的能力，大模型很多停留在实验室阶段，而谷歌则不一样，目前Gemini 3已经被整合至谷歌搜索、广告系统、Chrome浏览器、智能家居及Android Auto车载系统。丰富的应用场景，Gemini已经形成了闭环，数据显示，截止2025年3月，超过20亿用户已通过各种谷歌产品体验到 Gemini 的功能，开发者数量超过150万。可以说，Gemini的成功不仅是因为谷歌财大气粗，更是因为相比Meat、微软等巨头，谷歌在软硬件方面有着系统优势——算力GPU不用排队等货、应用商业上不用苦于谈合作。正是这种系统优势，不断给Gemini托底，更是让Gemini的发展进入到一个良性循环中。而这种生态系统上的优势，成为Gemini难以被复制、难以被模仿的护城河。【3】Gemini奔向新目标“当你掌握了全栈能力，你就能够获得乘数效应”，日前在接受记者采访时，谷歌CEO皮查伊表示，Gemini 3的发布不仅意味着谷歌完成了追赶，更是开始尝试引领行业。司库财经注意到，Gemini已经不仅仅是一家聊天做图做视频的办公工具，而是要在要改变我们的生活，目前Gemini规划中有2B、2C两条业务线：2C是Gemini与谷歌产品深度结合，如2025年3月，谷歌开始面向部分高级用户测试“AI 模式”，该模式不是简单的搜索对话，而是能够从手机、电脑等设备中调用外来工具，解决用户实际需求问题。如海外的谷歌用户，未来不仅可以根据个人喜好和费用情况，制作出一份旅游规划，甚至还可以调取支付APP，实现下单付款。2B则是利用大模型技术向外赋能，如对波士顿动力、特斯拉的机器人、机器狗提供智慧大脑，为此谷歌在2025年3月发布了Gemini Robotics和Gemini Robotics-ER两款大模型产品，帮助这些机器人在工业制造、医疗护理、物流仓储等实体领域理解、执行特定动作。（来源：互联网）从Gemini的商业规划中，不难看到，谷歌已经不再是简单地对标ChatGPT，而是有着清晰的发展发现——落地到实体当中去。从目前来看，包括Gemini、ChatGPT等在内，在解决实际问题方面还需要技术去解决，这就需要更高的算力，因此对于2026年，谷歌CEO皮查伊发布了不进则退的警告：2026年将变得异常紧张，AI竞争将趋于白热化，谷歌的算力扩建将在未来4到5年内实现千倍级规模扩张。Gemini的触底反超，远非终局胜利，它更像是一声发令枪，宣告AI从比参数、比性能迈入到了一个解决实际问题的新阶段。而Gemini也给我们警醒——在AI的道路上，总会有突然杀出来的黑马，他们可能是像DeepSeek、 OpenAI这样的初创公司，也有可能是像谷歌这样的传统巨头。END","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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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