Google rolls out Nano Banana 2 after viral success of AI image generation tool | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A pedestrian walks past the Google offices in London, Britain, August 14, 2025. REUTERS/Suzanne Plunkett [Purchase Licensing Rights, opens new tab]Feb 26 (Reuters) - Google on Thursday unveiled a successor to its viral Nano Banana image generation model, touting faster performance as the search-engine behem ...

Google today announced the latest version of its popular image generation model, Nano Banana 2. The new model, which is technically Gemini 3.1 Flash Image, can create more realistic images than its predecessor. The model will also now become the default in the Gemini app for its Fast, Thinking, and Pro modes.The company first released Nano Banana in August 2025, prompting people to generate millions of images in the Gemini app, especially in countries like India. In November, the company released Nano Banan ...

Key Takeaways Nebius' AI cloud revenue jumped 830% YoY with positive adjusted EBITDA and 24% margins.NBIS secured a $4B Q1 2026 pipeline and plans up to 1 GW of new data center capacity.Alphabet's Google Cloud grew 35.8% YoY, with AI products driving 400% revenue growth in Q4 2025.The rapid rise of artificial intelligence (AI) has transformed the cloud computing landscape, making AI enabled infrastructure a central focus for investors. Nebius Group N.V. (NBIS) and Alphabet Inc. (GOOGL) represent two distinc ...

滋养新经济 驾驭人工智能革命的影响 2026 年 1 月 前言 马修・派恩（ Matthew Pine ） 赛莱默总裁兼首席执行官 人工智能超级周期的发展速度超越了历史上任何一次工业变革。它正在重塑 一块芯片、每一个数据中心、每兆瓦电力，都依赖稳定的清洁水供应。 经济格局，重新定义竞争力。但这场人工智能革命存在一个隐藏的脆弱点：每 直到最近，关于人工智能的讨论仍聚焦于能源、原材料等常见制约因素。如今，行业、社区和政策制 定者逐渐意识到，在这个本就面临水资源压力的世界里，人工智能带来了新的影响。然而，由于缺 乏相关数据和对人工智能的深入了解，解决方案的探索进程受阻。《滋养新经济》报告提供了一个 基于事实的战略框架，助力人们理解其中的挑战与机遇。 本报告梳理了人工智能对全球水资源供应造成的压力点 ⸺ 随着水资源日益稀缺，工业与社区可 能会为争夺水资源产生竞争。更为重要的是，报告指出了能够实现双重目标的路径：既保障社区获 得经济实惠、安全健康的水资源，又维护人工智能经济带来的创新红利。 选择至关重要。若管理不当，水资源需求可能会演变为人类与发展之间的零和博弈；若管理得当， 它将成为更大变革的催化剂：推动全球向更高水 ...

Core Insights - Waymo is expanding its autonomous ride-hailing business into Chicago, marking a significant urban expansion and a test of its technology in a complex environment [1][2][11] - The company has begun initial mapping and manual vehicle testing in Chicago, laying the groundwork for future operations [1][6] - Waymo's autonomous driving system has logged over 127 million fully autonomous miles, demonstrating a significant safety advantage over human drivers [3] Expansion Details - Chicago represents one of Waymo's largest urban expansions to date, aiming to establish a foothold in the Midwest [2][11] - The expansion is part of a broader strategy to enhance road safety and accessibility while fostering local economic growth [6][8] - The timeline for fully driverless public service in Chicago has not been disclosed [1] Safety and Community Engagement - Waymo's vehicles reportedly experience up to 10 times fewer serious injuries or worse collisions and 12 times fewer pedestrian collisions compared to human drivers [3] - Local leaders, including Kam Buckner, emphasize the importance of this initiative for safer streets and innovation in transportation [8] - Safety advocates express cautious optimism about the potential of autonomous vehicles to reduce crashes caused by impaired driving if deployed responsibly [9]

（央视财经《天下财经》）在24日发表的国情咨文中，美国总统特朗普表示，他将要求科技公司自行解 决高能耗数据中心用电问题，避免影响普通民众用电价格。据美国媒体25日报道，有官员证实，多家科 技巨头将在下周签署相关文件。 一位白宫官员表示，亚马逊、谷歌、Meta、微软等科技巨头高管将在3月4日参加与特朗普的会议并签 署承诺文件，这些企业将通过购买或自建发电设施等方式，满足新建AI数据中心的用电需求，确保普 通美国人的用电价格不会随着整体需求提升而增加。特朗普曾在2024年竞选期间承诺，将在上任后18个 月之内实现电价减半。但受交通领域电气化程度提升、数据中心与工业运营用电需求激增等多重因素影 响，从去年1月到12月，美国居民用电平均价格不降反升，由每千瓦时15.94美分涨至17.24美分，涨幅约 为8%，明显高于整体通胀率。有统计显示，美国接下来计划建设的数据中心约为680个，其中部分超大 型数据中心的耗电量足以供数百万个家庭日常使用。 不过也有分析认为，目前电力成本上涨的主要压力来自输电、配电等环节，而不是发电；即使科技巨头 自备发电设施，能源价格能否降低也存在许多变数。例如，这些公司依然要依赖电网来输送或获取 ...

Core Viewpoint - The share prices of small quantum computing companies have surged recently, but investor sentiment has turned cautious due to concerns over tech stock overexposure, geopolitical risks, and tariffs. A recommended strategy for investors is to consider Alphabet as a stable investment in the quantum computing space. Group 1: Alphabet's Position in Quantum Computing - Alphabet is making significant advancements in quantum computing, having released the Willow chip in 2024, which reduces quantum computing error rates substantially [5] - The company is progressing through a defined roadmap with six milestones, currently at the third milestone, aiming to build a large, error-corrected one-million-qubit quantum computer [6] - Alphabet's established presence in technology allows it to invest heavily in emerging tech without needing immediate returns, as evidenced by its financial success with $2.87 in earnings per share and $102 billion in sales for Q3 2025 [7] Group 2: Alphabet's Broader Technological Leadership - Alphabet is a leading player in artificial intelligence (AI), with 750 million monthly active users of Google Gemini and a recent multibillion-dollar deal to provide the AI model for a new version of Apple's Siri [8] - In the autonomous vehicle (AV) sector, Alphabet's Waymo self-driving car service is operational in six U.S. cities and plans to expand to over a dozen by the end of the year, positioning itself well to capitalize on the opening commercial market [9]

2026年2月，Big Technology播客邀请到Promevo CEO Karthik Kripapuri，围绕企业AI落地展开了一场坦 率对话。主持人Alex Kantrowitz向来以尖锐著称，这次他把焦点对准了一个所有人都在问却鲜有人能回 答的问题：企业AI，到底在哪里真正赚到了钱？ Promevo是谷歌云的顶级合作伙伴（Google Cloud Premier Partner），专注于帮助企业在Workspace、 Chrome和GCP生态中落地AI。公司旗下有自研产品gPanel，用于Google Workspace的自动化管理，员工 规模约90人，由成长型私募Cohere Capital支持。Kripapuri此前曾任Selligent Marketing Cloud CEO，是个 典型的"COO心态"运营者——他在访谈中多次强调：不要效率，要效果；不要宏大叙事，要量化KPI。 "新奇玩具"阶段已经过去 回到2023年底，ChatGPT横空出世，整个商界为之震动。Kripapuri对这段历史有自己的判断："那时候 对终端用户来说确实是新鲜事，但我们也看到谷歌当时有点措手不及。" 他并不回避这 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [2] Core Viewpoints - Optical Circuit Switch (OCS) technology enables direct switching of optical signals between fiber ports without optical-electrical-optical (O/E/O) conversion, significantly reducing latency and power consumption, with potential power savings of over 30% for AI computing clusters and data center interconnect systems [3][4][92] - The OCS market is expected to grow rapidly, with a projected market size exceeding $2.5 billion by 2029, driven by increasing demand for AI data centers and enhanced customer penetration [4][79] - OCS technology has four main technical routes: MEMS, liquid crystal, piezoelectric, and silicon waveguide, with MEMS being the fastest to commercialize, primarily led by Google [4][14][92] Summary by Sections 1. OCS as a New Photonic Interconnect Technology - OCS technology avoids traditional bandwidth bottlenecks and power losses associated with electrical switching, offering high bandwidth capacity and low latency [3][13] - The four main technical routes for OCS are MEMS, liquid crystal, piezoelectric, and silicon waveguide, each with different cost, performance, and technical difficulty trade-offs [14][92] 2. OCS Applications for AI Data Centers - Google has been at the forefront of developing ASIC chips, with the TPU reaching its seventh generation, indicating a strong push towards integrating OCS technology in data centers [51][64] - The TPU architecture utilizes OCS technology to interconnect thousands of TPU chips, enhancing performance and efficiency [64][71] 3. OCS Industry Chain Company Layout - Various companies are positioned within the OCS industry chain, including Silex, Tengjing Technology, and Zhongji Xuchuang, each focusing on different aspects of OCS technology and components [83][84] - Companies like Lumentum and Coherent are key suppliers for MEMS and liquid crystal OCS solutions, indicating a robust supply chain for OCS technology [4][14][84] 4. Investment Recommendations - The report suggests focusing on companies within the OCS supply chain, particularly those with deep collaborations with leading global firms, such as Zhongji Xuchuang and Guangxun Technology, as they are expected to benefit from the growth in OCS technology [4][90]

6. Alphabet将机器人软件子公司Intrinsic重新划归至谷歌旗下，加码物理AI布局。 美股时段值得关注的事件： 1. 美国三大股指期货小幅上涨，纳指期货涨0.04%，标普500指数期货涨0.1%，道指期货涨0.11%。 2. 欧股主要指数齐涨，德国DAX指数涨0.51%，英国富时100指数涨0.12%，法国CAC指数涨0.95%，欧 洲斯托克50指数涨0.42%。 3. 英伟达Q4营收同比增长73%至681亿美元创新高，Q1业绩指引强劲；预期芯片收入将超越5000亿美元 的目标。 4. 英伟达CFO：公司获准向中国出口少量H200芯片，但尚未获得任何收入。 5. 据报苹果为iPhone 17系列敲定三星DS部门LPDDR5X订单，价格提高100%。 21:30 美国至2月21日当周初请失业金人数 (格隆汇) 7. 特斯拉中国"变相降价"，推出五年零息购车方案。 8. 礼来：在2型糖尿病试验中，Orforglipron在血糖控制和减重方面均优于司美格鲁肽。 9. AMD和Nutanix联合开发一个开放的全栈人工智能(AI)基础设施平台。 10. SK海力士携手闪迪启动高频宽快闪记忆体全球标准化进程。 ...