作者 | 高允毅 "没有，从来都没有安心的时候。" 在 2026 年达沃斯世界经济论坛，DeepMind 创始人、Google DeepMind CEO 德米斯·哈萨比斯，用这句话形容过去三到四年的谷歌。 外界一度流行的"谷歌慢半拍"的言论，在他看来是一个彻底的误解。事实上，在这段时间里，谷歌的 AI 团队几乎一直处于红色警报状态。他本人长期保 持着每周 100 小时、一年 50 周的工作强度，把一家万亿美元体量的科技巨头，硬生生拉回到创业公司的战时节奏。 他并不认为 DeepSeek 构成真正意义上的"危机"，也直言西方舆论夸大了其算力效率优势，这背后仍依赖西方模型蒸馏。在他看来，中国公司极其擅长追 赶，但是否能率先打开下一代技术前沿，仍有待时间验证。而 现代人工智能行业所依赖的约 90% 的突破性技术，都是谷歌研发的。 但他特别表扬了 字节跳动，给出了一个极具分量的评价：字节跳动距离技术前沿，大约只差 6 个月，而不是 1–2 年。 也正是在这样的状态下，谷歌迎来了 Gemini 3 的发布，被哈萨比斯视为"重回行业最前沿"的关键节点。 在接受彭博社记者 Emily Chang 的专访时，他罕见地系统性拆 ...

以下文章来源于字母AI ，作者苗正 字母AI . 聚焦前沿科技，抢先看到未来。 来源 | 字母AI（ID:faceaibang） 作者：苗正 刚发布Cowork的Anthropic又要融资了。知情人士透露，这家公司正在敲定一轮250亿美元的巨额融资，距离上次融资仅仅过了两个多月。 为什么Anthropic如此迫切地需要资金？ 原因很简单，2026年AI大厂之间的竞争，已经不再是模型参数和跑分了，开发者体验和Agent能力转而成为了新贵。 例如，智谱首席科学家唐杰此前表示，随着DeepSeek横空出世，Chat范式的探索已经基本结束，因此公司决定押注coding。 谁能掌握住程序员，谁就能赢得胜利。 Anthropic固然很厉害，Y Combinator 2026的数据显示，Claude Code市场占有率高达52%，横扫所有对手。 而且他们只需要4个程序员，仅用10天的开发周期，就能拿出Cowork这种既成熟，还完整封装的产品，无疑是坐稳了宝座。 但谷歌不可能坐视不管，这家AI巨头即将和Anthropic在Vibe Coding领域短兵相接。 有意思的是，这次谷歌所扮演的角色，不再是霸主，而是一个挑战者。 内 ...

Alphabet might have positioned itself well for 2026, but that alone doesn't guarantee solid returns for investors.After a strong showing in 2025, expectations around Alphabet (GOOG +0.72%) (GOOGL +0.65%) have reset higher. Artificial intelligence moved from concept to deployment, and Google Cloud gained credibility, reaffirming the company's ability to grow at a massive scale. For long-term investors, Alphabet appears well-positioned.But markets don't punish companies for being good. They punish them for fa ...

Group 1 - The CEO of Google DeepMind, Demis Hassabis, expressed surprise at OpenAI's early introduction of advertisements in AI chatbots, indicating that monetization through ads has been a cautious topic of discussion within Google [1][2] - Hassabis noted that while ads are a core revenue source for Google, DeepMind is not under pressure to make hasty decisions regarding advertising in AI chatbots [1][2] - He emphasized the complexity of integrating ads into AI assistants, as users expect to trust their assistants, raising questions about how advertising would function in this context [1] Group 2 - Users have shown significant aversion to ads in AI conversational settings, with OpenAI previously attempting to recommend applications during chats, which was perceived as intrusive [2] - Hassabis highlighted the fundamental differences between chatbots and search products, stating that user intent is clear in search scenarios, making ad integration more natural, whereas chatbots serve as digital assistants [2] - DeepMind is committed to a scientific and cautious approach in its development, stating that it will not make impulsive decisions due to short-term pressures [2]

哈萨比斯表示，谷歌"目前没有任何计划"在其人工智能聊天机器人中投放广告，但该公司将密切关注用 户反馈。（思瀚） 哈萨比斯还表示，尽管广告对谷歌的核心业务至关重要，但他的团队并没有感受到来自这家科技巨头的 压力，要求他们在广告方面做出"仓促"的决定。 据此前报道，OpenAI 于近期宣布将开始测试广告。"我有点惊讶他们这么早就涉足广告领域，"哈萨比 斯说道，"广告本身没什么错，但在助手领域，如果你把聊天机器人看作是旨在提供帮助的助手，随着 它们变得越来越强大，理想情况下它们会成为一种为个人服务的科技。那么问题就来了，广告如何融入 这种模式？你想信任你的助手，那么这该如何实现呢？" 来源：环球网 【环球网科技综合报道】1月23日消息，据TechCrunch报道，谷歌DeepMind首席执行官德米斯·哈萨比斯 表示，他对OpenAI已在其人工智能聊天机器人中引入广告感到"惊讶"。 ...

Core Insights - The company has made significant advancements in quantum computing, which is gaining traction as a high-growth area alongside artificial intelligence [1][5] - Investors can choose between pure play quantum companies or established tech giants like Alphabet, depending on their investment strategy [2] - Alphabet is highlighted as a key player in quantum computing, offering both innovation and security for investors [5] Company Overview - Alphabet is widely recognized for its Google Search and Google Chrome, which are major revenue sources through advertising [6] - The company is also experiencing substantial growth in its Google Cloud segment [6] - Alphabet's revenue and profit are projected to remain in the billions annually, supported by its strong track record and long-term prospects [7] Quantum Computing Developments - Alphabet has developed a quantum chip named Willow, which addresses critical error challenges in quantum computing [9] - The Willow chip significantly reduces errors as quantum systems scale, marking a notable achievement in the field [9] - In late 2024, Alphabet demonstrated that its quantum hardware could outperform a supercomputer by running a verified algorithm [10] - Continued advancements in quantum computing may lead to new revenue streams for Alphabet, enhancing its overall business model [10]

Group 1 - Google has joined the investor group of Japanese startup Sakana AI, enhancing the influence of its chatbot Gemini in Japan, where there is a strong push to accelerate AI adoption [1] - This investment follows a $135 million Series B funding round completed last year, which valued the startup at approximately $2.6 billion [1] - Sakana did not disclose the specific amount of the recent investment, but it allows the American company to promote its Gemini product in a financially robust corporate environment [1]

Both tech companies are funding massive AI buildouts and could see strong long-term returns from these investments. But one stock edges out the other in a head-to-head comparison.Both Alphabet (GOOG +0.72%) (GOOGL +0.66%) and Meta Platforms (META +5.63%) sit near the center of two big investor debates: how quickly AI (artificial intelligence) spending is rising and which platforms can turn that spending into durable, profitable growth.But which of these two stocks is a better buy today? This is a timely que ...

科技界一条重磅消息"刷屏"了。 苹果和 Google 发布联合声明，称双方已达成合作协议，苹果决定常规性地接入谷歌 Gemini，将其作为苹果 AI 的"核心大脑"。 这意味着，未来 iPhone、iPad 和 Mac 上的 AI 能力，其"智力"来源很大程度上是谷歌的技术。 苹果展示"Siri 请求是否可以向ChatGPT发送询问" 同时，相关协议显示，基于此技术，全新且更具个性化的 Siri 预计将在今年晚些时候推出。 据悉，该模型将负责 Siri 系统级的推理、个性化服务 （如理解屏幕内容、跨App操作） 。这意味着它能像人一样进行多步骤的逻辑思考，处理能力较旧版将有显 著提升。 举个例子，你截图了一张机票信息，现在的 Siri 可能只能识别图上的字；而未来的 Siri 能直接理解你的动机： 这是 xx 的航班， TA 多久到，我可以帮你设置个闹钟，并且查一下去机场的路况。 这种改变将让苹果 AI 从一个"聊胜于无"的玩具，变成一个真正能帮你干活的生产力工具。 值得一提的是，OpenAI 此前曾和苹果达成了合作。2024 年 WWDC上，双方首次宣布联手。 彼时，ChatGPT 是作为 Siri 的"补 ...

最令她意外的，是地缘政治下欧洲企业的"数据主权"焦虑。 "昨晚回到酒店11点半，还是比较早的。"这是Fusion Fund 创始合伙人张璐在达沃斯的第三天，每天睡眠不足5小时，行程表被无数场圆桌讨论、闭门早餐 会、深夜晚宴和远程会议填满。 "你可以明显感到行业的紧迫感。"张璐在接受第一财经记者独家采访时说。与去年的迷茫不同，尽管特朗普带来的地缘政治不确定性依然像乌云笼罩，但今 年的达沃斯多了一份笃定。大家不再纠结于"世界会怎样"，因为答案已经摆在眼前——世界已经不可逆地进入了一个"多体系并行"的常态。 张璐回忆，去年参加达沃斯，DeepSeek曾给全球科技界带来了一场"反直觉"的震撼——这家中国创业公司用极低的成本和开源的姿态，打破了原本被认为坚 不可摧的算力与模型垄断，成为当时那场关于"AI霸权"讨论中最具话题性的变量。 今年她捕捉到，大家对于AI讨论的重心已经从去年对开源模型的惊叹，转向了更冷酷、更务实的深层博弈。从技术路径、成本竞争，到能源瓶颈，再到人 类未来向何处去的思考，AI讨论进入"深水区"。 Kway He the state 75 15 14 14 ning and and arat - St ...