Ukraine is developing a large language model using Google's open-weight Gemma framework, aiming to create an independent system for artificial intelligence operations amid rising demand across militar... ...

These likely future members of the $8 trillion club share much in common.The biggest of the big keep getting bigger. That's been the story for the stock market in recent years. The so-called "Magnificent Seven" stocks now have a combined market cap of over $21 trillion.I suspect this trend will continue. I'll even step out on a limb and make a prediction: Each of these five stocks will be worth more than $8 trillion by 2030. 1. NvidiaNvidia (NVDA 1.81%) is the easiest pick to join the $8 trillion club with ...

每经AI快讯，12月1日，美股大型科技股盘前普跌，微软跌0.4%，亚马逊跌0.6%，苹果、谷歌跌0.7%， 特斯拉、英伟达跌0.9%，Meta跌1%。 ...

作者 | 木子、高允毅 "谷歌的新人工智能模型，正在让 OpenAI 的处境变得更加岌岌可危。 " 这是华尔街著名评论员、CNBC 资深评论员 Jim Cramer ，近日在分析文章中给出的一个耐人寻味的判断。 "我们所在的行业需要快速行动、快速迭代，我也很享受这种节奏。但与此同时，能够抽身而出，做出长期投注，并在这段时间里专注于这些长 期目标，我认为这始终至关重要。" 劈柴哥深入揭秘，谷歌为何能杀出重围 这场对谈，第一次透过内部视角，讲述了 Gemini 3 是如何在谷歌生态中迅速铺开，以及谷歌为何能在竞争激烈的 AI 赛道上坚持极少数公司才能做到的" 长期主义工程 "。 劈柴哥强调，如今 Gemini 的爆发并非突发奇想，而是谷歌多年埋头铺路、重仓投入后水到渠成的结果。在一个被"快速迭代"主导的行业里，这种耐心反 而显得珍贵。 回顾 谷歌的 AI 发展史 ，他捋出了一条清晰的时间线： 早在 2016 年正式提出"AI-First"战略之前，谷歌已在悄然完成多项深度铺垫。 他认为，不同于当年 ChatGPT 石破天惊的技术突破，谷歌把 AI 系统性地塞进了搜索、广告、云服务等已经能赚钱的业务里，长期来看，这 ...

ETF进化论 但斌：国内能对标谷歌的公司，可能只有2家… 原创 阅读全文 ...

[Table_Main] 证券研究报告 | 策略月报 2025 年 12 月 01 日 全球策略月报 证券分析师 薛威 资格编号：S0120523080002 邮箱：xuewei＠tebon.com.cn 请务必阅读正文之后的信息披露和法律声明 海外市场：货币政策方面，美联储内部分化加剧，12 月是否降息存在不确定性。 当前 CME 模型预期 12 月降息的概率重新回升至 80%以上，但我们认为 12 月或 明年 1 月降息对于实体经济的影响差异并不大，耐心等待 FOMC 会议中的指引或 是更好的选择。产业方面，谷歌 Gemini 3 或重塑 AI 产业格局，行业内部或迎来 分化。 展望 12 月，我们认为美股 AI 板块整体情绪或阶段性放缓，美股整体缺乏明确方 向，或维持高位震荡。截止 11 月末，美国科技七巨头的市值已经占到标普 500 的 33%，占纳斯达克指数的 48%。资本开支是驱动美股 AI 板块持续上行的重要因 素，但我们认为这个逻辑已经出现松动迹象，原因有三：第一，市场或担忧于资 本开支增速放缓。从七巨头中英伟达的下游公司来看，2025 年微软、谷歌、亚马 逊和 Meta 的资本开支占经营活动 ...

In a joint effort to address the increasing need for reliable connectivity, Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google have launched a new multicloud networking service.Check The Stock Price Of Amazon HereFaster Multicloud Links LaunchThe new service, announced on Sunday, will enable customers to establish private, high-speed links between the two companies’ computing platforms in a matter of minutes, rather than weeks. This initiative comes at a time when even bri ...

格隆汇12月1日｜在AI芯片的激烈竞赛中，谷歌的自研TPU正显露出挑战现有市场格局的巨大潜力。摩 根士丹利12月1日发布的最新研报显示，谷歌自研AI芯片——TPU供应链的不确定性正在消退，未来两 年产量预期呈爆炸式增长，这或许是谷歌准备向第三方大规模销售TPU芯片的早期信号。该行基于供应 链端的最新排查，将谷歌TPU在2027年和2028年的产量预测大幅上调。2027年的预测从约300万块上调 至约500万块，增幅约67%。谷歌TPU若开启"外销"模式，将为其开辟新的巨大收入来源。报告测算， 每销售50万块TPU芯片，就有可能在2027年为谷歌增加约130亿美元的收入和0.40美元的每股收益 (EPS)。 ...

The soon-to-be-retiring Oracle of Omaha has pared down Berkshire's stake in Bank of America for five straight quarters, but recently loaded up on shares of a company that's far more "magnificent."One month from today, a new era will begin for conglomerate Berkshire Hathaway (BRK.A +0.29%)(BRK.B +0.51%).In May, at Berkshire's annual shareholder meeting, billionaire CEO Warren Buffett announced his intention to retire from the CEO role at the end of the year and hand the reins over to his predetermined succes ...

Core Viewpoint - Google's self-developed AI chip, TPU, is showing significant potential to challenge the existing market landscape, with expectations of explosive growth in production over the next two years, indicating a possible shift towards large-scale sales to third parties [1][3][4]. Supply Chain Signals - The uncertainty surrounding the TPU supply chain is diminishing, with a substantial increase in production forecasts for 2027 and 2028. The production estimate for 2027 has been raised from approximately 3 million units to about 5 million units, a 67% increase [1][3]. - For 2028, the production forecast has surged from around 3.2 million units to approximately 7 million units, reflecting a remarkable 120% increase [3][4]. Financial Implications - If Google initiates an external sales strategy for TPU, it could open up a significant new revenue stream. Each sale of 500,000 TPU chips could potentially add around $13 billion in revenue and $0.40 to earnings per share (EPS) in 2027 [1][4]. - The report estimates that over the two years from 2027 to 2028, Google could secure 12 million TPU units, compared to a total of 7.9 million units over the past four years, indicating a rapid expansion in AI hardware investment and positioning [1][4]. Strategic Shift - The increase in TPU production suggests a strategic shift for Google from a "self-use" model to directly competing with major players in the AI chip market. This transition could position Google as a hardware seller rather than just a consumer and service provider [4].