Alphabet(GOOGL)
Search documents
【美股盘前】英伟达反弹0.8%,CoreWeave跌近10%;拒绝提高对华纳兄弟的收购报价,奈飞涨近9%;Meta据悉与谷歌达成AI芯片租用协议
Mei Ri Jing Ji Xin Wen· 2026-02-27 09:53
①【三大期指齐跌】截至发稿,道指期货跌0.40%、标普500指数期货跌0.22%、纳指期货跌0.10%。 ②【中概股盘前涨跌不一】中概股盘前涨跌不一。截至发稿,阿里巴巴跌0.95%,拼多多涨0.41%,百 度涨0.88%,京东跌0.59%。 ③【英伟达反弹0.8%】继昨日英伟达收跌5.46%后,截至发稿,英伟达盘前反弹0.8%。消息面上,每日 经济新闻独家报道,全球最大的AI模型API聚合平台OpenRouter的数据显示,2026年2月,中国AI模型 的全球调用量实现了历史性的突破。在2月9日至15日当周,中国模型的周调用量达到4.12万亿Token, 首次超越了美国同期的2.94万亿Token。该消息引发了市场对于英伟达算力逻辑的担忧。中国大模型主 流MoE体系的出现使得Token使用量的爆发,不再与英伟达GPU的需求量线性挂钩。 ④【巨大资本开支引发市场担忧,CoreWeave跌近10%】云基础设施提供商CoreWeave盘前跌近10%。消 息面上,CoreWeave面临天量规模的积压订单,公司预计2026年资本支出为300亿至350亿美元,远高于 2025年的103.1亿美元。巨大的资本支出引发市场对 ...
Nano Banana 2免费上线,超Pro版本100分登顶竞技场,API价格还对半砍了
3 6 Ke· 2026-02-27 09:50
谷歌趁热打铁,Nano Banana 2这就上线了! 本来Nano Banana就还是AI生图届顶流,这一次2代版本推出,直接在竞技场上又超了Pro版本100分,主打一个我自己的王座自己来抢(doge)。 | = Rank by | 5 | | Text-to-Image Arena Text Rendering | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | | View overall rankings across Al image models based on their ability to generate images that accurately deliver on text-based prompts. | | | | Models Labs | | ( Feb 25, 2026 | ▽ 992,257 votes 日 50 models | | | | | E Categories (8) | < | | | | | | | | | * Hide Filters | | | | Q | | Overall | | ...
DeepMind新论文炸锅:AI全自动进化算法,写出专家都想不到的解,网友:这可能就是“王牌”
3 6 Ke· 2026-02-27 09:32
说起 AI Coding,之前很多人好歹还有个"心理安慰": AI 也就写写"脚手架代码"、补补前端页面,真到核心算法、业务逻辑,还是得人来。 但这道"最后防线",也正在松动。 谷歌 DeepMind 最近做了一件更狠的事:他们让 LLM 驱动的智能体,直接去改写、进化算法代码本身——不是调参数,而是改算法逻辑。 改完就丢进真实博弈环境里反复跑,自动评测、优胜劣汰,一轮轮进化。 结果呢?它真的做出了全新的多智能体学习算法,在多项测试中超过了人类专家手工打磨的版本。 重要的是,这些机制并不直观,属于人类很难靠经验穷举出来的解。 更关键的是:人只用定义好了算法骨架,之后的搜索、修改、筛选,全程自动完成,不用手调参数,不用反复试错,也不靠研究者的直觉微调。 这个 AlphaEvolve 本身去年就有,但这是它 第一次被用来学习算法。 它把 Gemini 系列大模型,和进化搜索结合起来,把代码不断生成、测试、筛选、再进化。 这个智能体叫 AlphaEvolve,延续了 DeepMind 一贯的"Alpha"命名传统(AlphaGo、AlphaZero、AlphaFold)。其中 "Evolve" 意为"进化",点明它 ...
二十年博弈终达成“技术妥协”:韩国批准谷歌地图数据导出
Zhi Tong Cai Jing· 2026-02-27 08:22
智通财经获悉,韩国周五批准了谷歌(GOOGL.US)将该国高精度地图数据导出至海外服务器的请求,这 是经过二十年拒绝后的重大转变,为这家美国科技巨头进入由本土应用程序主导的市场扫清了道路。 韩国国土交通部在一份声明中指出,此次批准是"在满足严格安全要求的前提下"作出的。 声明中提到,相关条件涵盖了对军事设施及其他敏感安全相关设施进行模糊化处理,同时限制在谷歌地 图、谷歌地球等产品上显示韩国领土的经纬度坐标信息。 此外,谷歌需在本地服务器上处理地图数据,并且仅允许导出与政府预先批准的导航及方向服务相关的 数据。 财经频道更多独家策划、专家专栏,免费查阅>> 该部还补充说明,韩国政府保留要求谷歌修订地图的权利,同时谷歌必须构建安全事件预防框架,以应 对可能出现的紧急问题。 责任编辑:钟离 回顾这一漫长的博弈历程,谷歌与韩国政府的"拉锯战"可追溯至2007年。据了解,韩国仅是谷歌地图无 法正常运行的少数国家之一,这使得Naver和Kakao等本土公司得以主导数字地图服务。 长期以来,韩国官方始终以《测绘法》及国家安全保障为由,拒绝将高精度地理数据存储于境外服务 器,担心此类详细信息一旦被利用,可能危及针对朝鲜的防御 ...
拒绝成为“战争机器”!逾百名谷歌员工联名上书:要求在美军合同中划定红线
Hua Er Jie Jian Wen· 2026-02-27 07:48
Core Viewpoint - The intense negotiation between the Pentagon and AI startup Anthropic regarding military technology boundaries is causing significant reactions in Silicon Valley, with employees from major tech companies voicing their concerns about ethical implications and potential misuse of AI technology [1][2]. Group 1: Employee Reactions - Over 100 Google AI employees submitted a letter to management demanding clear boundaries in collaboration with the military, specifically opposing the use of their technology for mass surveillance or autonomous weapon systems [1]. - Nearly 50 OpenAI employees and 175 Google employees also published an open letter criticizing the Pentagon's strategy to divide tech companies and urging them to unite against unethical practices [1]. Group 2: Pentagon Pressure and Responses - The Pentagon has exerted significant pressure on Anthropic to allow the military to use its Claude model for "all legitimate purposes," which Anthropic's CEO Dario Amodei has firmly rejected, citing moral objections [2]. - Google employees expressed their desire to prevent any transactions that would cross ethical boundaries, indicating a strong internal push against military collaborations [2]. Group 3: Google Executives' Stance - Jeff Dean, a prominent Google engineer, publicly supported Anthropic's position, emphasizing that mass surveillance violates constitutional rights and can lead to misuse for political or discriminatory purposes [3]. - Google has a complex history with employee activism, having previously faced protests that led to the cancellation of military contracts, highlighting ongoing internal ethical scrutiny [3]. Group 4: Military Strategy and AI Risks - In response to Anthropic's stance, the Pentagon is seeking alternative solutions, having already reached an agreement with xAI to use its Grok model for military applications [4]. - The Pentagon's negotiations with Google are ongoing, and there are threats to invoke the Defense Production Act to compel Anthropic's compliance, indicating a high-stakes environment for AI in military applications [4]. - Concerns about the potential risks of AI in military contexts are underscored by simulations showing that top AI models could opt for nuclear weapon use under pressure, raising alarms about the implications of AI in decision-making [5][6].
Rs 3 lakh crore wiped out! Sensex tumbles 600 points, Nifty below 25,300. Key factors behind market decline
The Economic Times· 2026-02-27 07:43
Sensex declined more than 600 points to 81,648, while , IndiGo, Here are some of the key factors pushing markets down today:1) FII sellingThe fall in stock markets comes as heavy selling by foreign investors may have dampened sentiment. Foreign institutional investors (FII) net sold Indian equities worth nearly Rs 3,466 crore earlier yesterday, according to data on Live Events2) Weak global marketsWall Street’s tech-heavy Nasdaq Composite index ended lower on Thursday as the tech rally failed to hold on t ...
谷歌Nano Banana 2来了,设计师时代结束了?
Di Yi Cai Jing· 2026-02-27 05:54
谷歌再次刷新文生图榜单。 去年8月,谷歌发布了Gemini图像模型Nano Banana,一度全网刷屏,成为现象级产品,同年11月,谷歌又发布了Nano Banana Pro,提供更高级的智能功能和 工作室级别的创意控制。 北京时间2月27日凌晨,谷歌又更新了,这次是Nano Banana 2(Gemini 3.1 Flash Image),兼具了速度和Pro版的性能,同时价格也更便宜了。谷歌表示,这 是团队目前最好的图像生成和编辑模型。 | Current models | All models | All | Open weights | First party foundation models | All | Global Leaderboard | Personal Leader | | --- | --- | --- | --- | --- | --- | --- | --- | | 11 | Creator TJ | | Model 17 | | ELO TT | 95% Cl | Samples TJ | | 1 | G Google | | | Nano Banana 2 (Gemini 3 ...
一些信息 0226
Xin Lang Cai Jing· 2026-02-27 05:49
Core Insights - Major tech companies like Amazon, Alphabet, and Meta Platforms are increasingly turning to bond markets to raise significant capital for AI data center investments, with each potentially borrowing tens of billions of dollars in the coming years [5][7][10] - The projected capital expenditures of these companies are expected to approach or exceed their cash generation, leading to a shift in their financial profiles towards higher debt levels [7][12] - Credit ratings for these companies are currently stable, with S&P estimating that they can each borrow up to $200 billion while maintaining their ratings, although risks exist if cash flows decline or returns on AI investments are inadequate [9][11][25] Group 1: Financial Strategies - Amazon, Alphabet, and Meta have raised hundreds of billions through bond markets for AI investments [5][7] - S&P predicts that by the end of 2026, these companies will have more debt than cash, with Alphabet projected to end 2026 with $16 billion more debt than cash [8][23] - The emphasis on borrowing indicates a transformation in the financial profiles of these tech giants, moving towards being more indebted [12][21] Group 2: Credit Ratings and Risks - Current credit ratings for Alphabet are higher than those for Meta and Amazon, reflecting a belief in Alphabet's diversified revenue streams [15][16] - S&P and Moody's do not expect credit ratings to change in the next couple of years, but there is a risk that S&P may reconsider downgrade thresholds if cash flows decrease [25][26] - The demand for tech company debt remains high, but there are concerns that this could change, leading to wider spreads in tech debt [28][29]
谷歌 Nano Banana 2 一夜补齐短板,各种图解都能画,价格才是 OpenAI 一半
3 6 Ke· 2026-02-27 04:10
Core Insights - Google has launched Nano Banana 2, which emphasizes "speedy experience" and "professional image quality," with a significant new feature of "real-time connectivity" that enhances its capabilities beyond mere image generation [1][10]. Group 1: Product Features - Nano Banana 2 integrates with Gemini's search capabilities, allowing the model to understand, retrieve, and generate images that are more aligned with real-world information structures [1]. - The model can generate detailed street scenes and character interactions that are nearly indistinguishable from real photographs, showcasing its advanced rendering capabilities [2][3]. - The "real-time connectivity" feature allows for precise generation of images based on real geographical and meteorological data, enhancing the model's utility in various contexts [5][41]. Group 2: Competitive Landscape - In the latest Artificial Analysis rankings, Nano Banana 2 secured the top position, with its image editing capabilities ranking third, while being priced at half of its closest competitor, OpenAI [8][9]. - The competition in the image generation sector has intensified, with leading models showing minimal score differences, indicating a close race among top players [9]. Group 3: User Experience and Applications - Users have reported that Nano Banana 2's ability to generate high-quality images with accurate text rendering has significant implications for marketing materials and global communication [45]. - The model's enhanced consistency in character design and scene elements allows for seamless storytelling in comics and branding [51]. - The ability to visualize complex concepts and data efficiently positions Nano Banana 2 as a transformative tool in education, research, and data analysis [43][42]. Group 4: Technical Upgrades - The model has improved text rendering and translation capabilities, allowing for natural integration of text within images, which is crucial for marketing and promotional content [45]. - It supports multiple resolutions, including a new 512px option optimized for low-latency scenarios, making it suitable for rapid prototyping and iteration [64]. - The visual quality of generated images has been upgraded, with more natural lighting, richer materials, and sharper details, making it a viable tool for professional use [66].
Game Server Hosting Platform Market to Reach USD 6.83 Billion by 2035, Owing to Growth in Multiplayer and Cloud Gaming | SNS Insider
Globenewswire· 2026-02-27 04:00
Austin, Feb. 26, 2026 (GLOBE NEWSWIRE) -- The global game server hosting platform market size was valued at USD 2.31 billion in 2025 and is expected to reach USD 6.83 billion by 2035, growing at a CAGR of 11.47% from 2026 to 2035. The game server hosting platform market is experiencing significant growth due to the esports industry's rapid expansion, the growing demand for high-performance and low-latency gaming experiences, and the increasing prevalence of cloud-based and multiplayer gaming. Download PDF ...