作者：艾布拉姆・布朗 单从表面来看，科技界有头有脸的人物都想在人工智能领域分一杯羹。而聪明的人会扪心自问：自己选 定的赛道是否真的具备潜力。 我承认，没人能百分百确定，但我想到了一个万无一失的判断方法：环顾四周，问问自己 ——谷歌来 了吗？它是不是想把你挤走？ 自从 ChatGPT 的问世打了谷歌一个措手不及后，这家加州山景城的科技巨头便奋起直追，近期更是展 现出永不停歇的进取姿态。就在本周，谷歌将矛头直接对准了音乐行业，在其 Gemini 聊天机器人中推 出全新功能，可生成 30 秒音乐片段，还能自定义歌词和音频。在此之前，Gemini 已在图像生成等领域 实现技术突破，一举跻身顶尖聊天机器人行列。 这项全新的音乐生成功能，足以让 Spotify 以及 Suno、Udio、Klay 等一众 AI 音乐初创公司心惊胆战 —— 这些初创企业累计融资已达约 4 亿美元。 诚然，谷歌向来并非音乐行业的主要玩家，旗下 YouTube Music 也鲜少被人关注。但当下的行业格局早 已颠覆过往，别忘了：谷歌刚刚与苹果达成协议，为其提供 AI 技术。而苹果在音乐领域可谓根基深 厚。如此一来，苹果音乐或许能借助谷歌 AI， ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：机器之心Pro） 机器之心编译 这几年，随着以大语言模型（LLM）主导的生成式 AI 火爆，简直可以说是「隔几天出一个新公司」。 然而，随着市场格局趋于稳定，大家开始冷静下来发现，曾经被捧上天的两种商业模式，现在似乎不奏 效了： 一种是「LLM 套壳」（LLM wrappers），另一种是「AI 聚合器」。 在最近一期 TechCrunch 的《Equity》播客节目中，负责谷歌云全球初创业务的副总裁 Darren Mowry 指 出，以这些为卖点的初创公司，已经亮起了「引擎故障灯」。 现在的挑战是构建可持续的产品价值。 更看好「氛围编程」、开发者平台 Mowry 还谈到了另一类公司形态「AI 聚合器」。 简单来讲，AI 聚合器是「套壳」产品的一个子集，它们是将多个大语言模型整合到同一个界面或 API 层的初创公司，旨在跨模型路由查询并让用户能够访问多个模型。这些公司通常提供包含监控、治理或 评估工具的编排层，例如 AI 搜索初创公司 Perplexity或者通过单一 API 提供多种 AI 模型访问权限的开 发者平台 Open ...

来源：环球网 【环球网科技综合报道】2月20日消息，据《金融时报》报道，AI搜索企业Perplexity近日宣布停止广告 投放，这一举措与当下部分AI企业试水广告变现的趋势形成鲜明对比，也为生成式AI行业toC业务的变 现路径探索提供了新的思路。 此前，OpenAI宣布针对部分用户测试广告功能，引发行业对免费toC AI业务变现方式的热烈讨论。作为 首批尝试引入广告的生成式AI企业，Perplexity的广告业务已运行一年有余，尽管企业曾表示所投放广 告"与AI回复无关"，但仍让部分用户对搜索结果的客观性产生了质疑。为维护用户对其搜索服务的信 任，自2025年底起，Perplexity便逐步推进广告投放取消工作，如今正式关停相关广告业务。 对于停止广告投放的决策，Perplexity相关高管表示，用户对产品的信任是核心根基，只有让用户相信 获得的是最佳答案，才能提升产品的用户粘性，也才能让用户愿意为服务付费。"我们从事的是精准业 务，核心就是为用户提供真相和正确答案。"另一位高管直言，广告投放与用户的核心需求相悖，企业 未来可能永远都不会再开展广告投放业务。（纯钧） ...

AI has a PR problem. As companies bet big on AI’s development—from Google saying it will double its capital expenditure to Meta’s bet on AI acceleration in 2026—Americans have soured on the technology. While most say they’ve used AI, more have grown wary: 50% say they’re more concerned than excited about the technology, according to recent Pew research. That’s up from 37% in 2021. And just 10% say they are more excited than wary about the technology. Now, some tech companies are leveraging the art of stor ...

Core Insights - Google's latest quarterly report indicates that the company is successfully navigating the challenges posed by the artificial intelligence (AI) landscape, which is becoming a significant opportunity for growth [1][2]. Financial Performance - Alphabet's fourth-quarter profit increased by 30% year-over-year to $34.5 billion, translating to $2.82 per share, while revenue rose by 18% to $113.8 billion [3]. - Digital ad sales reached $82.3 billion in the fourth quarter, marking a 14% increase from the previous year, and Google Cloud revenue surged by 48% to $17.7 billion [8]. AI and Capital Expenditure - The company has committed to substantial capital expenditures, having spent $91 billion primarily on AI, with plans to invest an additional $175 billion to $185 billion in the upcoming year [6]. - This projected capital expenditure budget is nearly half of Alphabet's anticipated 2025 revenue of $403 billion, indicating a strong commitment to enhancing its AI capabilities [7]. Market Position and Strategy - Google's stock price has increased nearly 60% over the past five months, reflecting investor confidence in its AI strategy and overall business performance [4]. - The company is integrating its Gemini AI technology into various platforms, including its search engine, Gmail, and Chrome browser, to maintain its competitive edge against emerging companies like OpenAI and Anthropic [5]. Legal Challenges - A recent ruling by a U.S. District Judge rejected a proposal from the Justice Department to break up Google's search engine monopoly, suggesting that the rise of AI could help mitigate concerns about Google's market dominance [9][10].

Core Insights - Google's latest quarterly report indicates resilience in its internet business amid an AI transformation, presenting potential growth opportunities for the company [1] - Alphabet Inc's fourth-quarter profit surged 30% year-over-year to $34.5 billion, with revenue increasing 18% to $113.8 billion, surpassing analyst expectations [2] Financial Performance - Alphabet's profit for the fourth quarter reached $34.5 billion, or $2.82 per share, while revenue climbed to $113.8 billion [2] - Digital ad sales for Google totaled $82.3 billion in the fourth quarter, reflecting a 14% increase from the previous year [10] - Google Cloud revenue, which supports AI services, rose 48% to $17.7 billion [10] AI and Business Strategy - CEO Sundar Pichai highlighted that AI is driving an "expansionary moment" for the company, with increased usage in search and advertising [4] - Alphabet is significantly investing in AI, with capital expenditures projected to reach $91 billion in 2025, a substantial increase from previous years [8] - The company's capital expenditure budget is expected to represent nearly half of its projected 2025 revenue of $403 billion [9] Market Position and Competition - Alphabet's stock price has increased nearly 60% over the past five months, achieving a market value of $4 trillion [5] - Apple has partnered with Google to utilize its Gemini technology in an upgrade to Siri, indicating confidence in Google's AI capabilities [6] - Google is actively integrating its Gemini AI into its search engine, Gmail, and Chrome to maintain its competitive edge against emerging companies like OpenAI [6]

SAN FRANCISCO (AP) — Google’s latest quarterly report provided further evidence that its internet empire is withstanding an artificial intelligence shakeup that’s turning into another potential boon for the company. The numbers released Wednesday marked Google's third consecutive quarter of digital ad growth of more than 10% from the previous year, while also posting more than 30% sales growth in its division that powers data centers for AI services. Those increases during the October-December period pr ...

Group 1 - The company behind Snapchat has stated that its outlook does not include potential sales from the integration with Perplexity [1] - Snap has not yet agreed on a path for a broader rollout of its deal with the AI company [1]

开发了Claude的初创公司Anthropic首次在"超级碗"(Super Bowl)比赛里打广告，并且将矛头对准了竞争 对手OpenAI，这表明围绕AI聊天机器人的营销大战目前进入白热化。根据iSpot和Sensor Tower的分别估 算，去年，包括Anthropic、谷歌、微软、OpenAI和Perplexity在内的科技公司在美国为它们的AI产品总 共花费了3.336亿美元的广播电视广告费，同比增长43%，而数字广告支出则增长了两倍以上，达到4.26 亿美元。今年，对许多公司来说，30秒的"超级碗"广告时段费用超过800万美元。这里面还不包括品牌 方通常为制作广告而投入的数千万美元。 ...

Core Viewpoint - Microsoft has secured a significant $750 million cloud deal with AI search startup Perplexity, which is seen as a potential boost for its Azure cloud business, despite a negative market reaction following its latest earnings report [1][2]. Financial Performance - Microsoft reported revenue of $81.27 billion, surpassing the consensus estimate of $80.27 billion, and adjusted earnings per share of $4.14, exceeding expectations of $3.97 [7]. - Azure cloud revenue growth was 39%, which fell short of the 39.4% consensus forecast, raising concerns among investors [7]. - Guidance for the More Personal Computing segment, which includes Windows, was approximately $12.6 billion, significantly below the expected $13.7 billion [7]. Market Reaction - Following the earnings report, Microsoft's stock dropped 10%, marking its worst single-day performance since March 2020, and erasing $357 billion from its market capitalization, which now stands at $3.22 trillion [6]. Strategic Moves - The deal with Perplexity diversifies its cloud infrastructure beyond its primary partner, Amazon Web Services [2]. - CFO Amy Hood indicated that Azure's performance could have been better if more data center capacity had been allocated to external customers instead of internal projects like Microsoft 365 Copilot and GitHub Copilot [8]. Infrastructure Investment - Microsoft invested $37.5 billion in data centers and equipment during the quarter, a 66% increase from the previous year, exceeding analyst expectations of $34.31 billion [9]. - The company added nearly 1 gigawatt of total capacity in the quarter, but customer demand continues to outpace supply, creating challenges for capacity management [9].