谷歌电话会聚焦AI未来：1850亿资本支出布局长远，Gemini赋能SaaS生态共赢_老虎社区_美港股上老虎

谷歌电话会聚焦AI未来：1850亿资本支出布局长远，Gemini赋能SaaS生态共赢

ITBEAR科技资讯02-05

谷歌母公司Alphabet在最新财报电话会议上释放出明确信号：人工智能领域的竞争已进入关键阶段。尽管第四季度业绩全面超出市场预期，但公司对2026年1750亿至1850亿美元的资本支出规划仍引发市场震动，导致盘后股价出现小幅波动。管理层强调，这笔巨额投入将主要用于支撑前沿模型研发和满足云计算客户激增的需求。首席执行官桑达尔·皮查伊在回应分析师质疑时指出，当前算力供应仍处于紧张状态。他透露，公司正在...

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TPU与最新Vera Rubin GPU平台的组合提供了差异化竞争优势。在效率提升方面，公司通过模型优化将Gemini服务成本降低78%。阿什克纳兹透露一个引人注目的细节：约50%的代码现在由AI编码代理完成，经工程师审查后投入使用。这种模式使开发效率大幅提升，特别是在处理大规模基础设施代码时优势明显。YouTube业务展现多元增长动力，广告收入在直接响应广告带动下增长9%，订阅业务保持强劲势头。平台日均短视频观看量突破2000亿次，可购物广告等创新形式提升广告主投资回报率。在自动驾驶领域，Waymo完成迄今最大规模融资后，即将在英国、日本及美国多个城市扩大服务范围。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}