Core Insights - Google DeepMind is at the forefront of AI research, focusing on breakthroughs that impact science, business, and society, particularly in the context of the AGI race [1][3][4] - The company has made significant advancements, including the development of Gemini, which is now competitive with ChatGPT, and has roots in technologies originally developed by Google [3][4][28] - The investment made by Google in DeepMind in 2014, approximately £400 million (around $540 million), has potentially grown to hundreds of billions, highlighting the strategic importance of this acquisition [4][28] Company Overview - Google DeepMind was founded in 2010 in London by Demis Hassabis, Shane Legg, and Mustafa Suleyman, with the latter now working at Microsoft [2][3] - The company has been pivotal in Google's AI advancements, particularly with consumer-facing products like Gemini, which leverage DeepMind's foundational technologies [4][28] Technological Developments - The AI landscape has evolved significantly since the emergence of ChatGPT, with Google facing internal restructuring to adapt to the competitive environment [3][4] - DeepMind's previous breakthroughs, such as AlphaGo and AlphaFold, have set the stage for its current innovations, emphasizing the company's commitment to solving fundamental scientific problems [4][5] AGI and Future Prospects - The pursuit of AGI is a long-term mission for DeepMind, with expectations of achieving significant milestones within the next 5 to 10 years [10][11] - Current AI systems, including LLMs, face limitations in achieving true AGI, particularly in areas like continuous learning and creative hypothesis generation [7][8][10] Energy and Efficiency Challenges - There are physical limitations in AI development, particularly concerning energy consumption and computational power, which need to be addressed as the field progresses [11][12] - Innovations in model efficiency, such as the use of Distillation, are expected to enhance performance significantly, with annual improvements projected at around 10 times [12][13] Competitive Landscape - The AI industry is experiencing intense competition, with many players, including startups and established tech giants, vying for leadership [28][29] - Concerns about potential financial bubbles in the AI sector are acknowledged, with some segments showing signs of unsustainable valuations [32][33] Global AI Dynamics - The competition between the U.S. and China in AI development is intensifying, with Chinese companies like DeepSeek and Alibaba making notable advancements [35][36] - Despite rapid progress, there are questions about whether Chinese firms can achieve significant innovations beyond existing technologies [36][38] Collaboration and Integration - Google DeepMind operates as a central hub for AI research within Google, integrating technologies across various products and ensuring rapid deployment of new capabilities [41][42] - The collaboration between DeepMind and Google is characterized by a close iterative process, allowing for swift adjustments to strategic goals and product development [42][43]

IT之家 2 月 2 日消息，上周五，Alphabet 旗下谷歌公司成功说服旧金山一名联邦法官，驳回了消费者团 体提出的、针对该公司过往违规收集数据行为的逾 20 亿美元处罚申请。涉事行为为谷歌在用户关闭一 项核心隐私设置后，仍私自采集其数据。 美国联邦地区法院首席法官理查德・西博格驳回了相关申请，该申请要求判令谷歌返还其声称的 23.6 亿美元（IT之家注：现汇率约合 164.35 亿元人民币）非法获利，并叫停谷歌部分与广告相关的数据处 理行为。 去年 9 月，陪审团已作出裁决，认定谷歌在数百万用户关闭追踪功能的情况下，秘密收集其应用使用数 据，需承担相应法律责任。谷歌此前已向法官西博格游说，请求不要在该陪审团裁决基础上追加上述处 罚。 谷歌则反驳称，若法院下达禁令阻止其收集用户账户相关数据，将致使数百万应用开发者依赖的一项分 析服务陷入"瘫痪"。 西博格在裁决中指出，原告方未能证明存在任何"未来的、不可弥补的损害"，不足以支持法院发布永久 禁令、禁止谷歌相关数据采集行为。法官同时表示，消费者一方未能证明其有权主张谷歌返还获利，且 其对谷歌相关获利的估算"缺乏充分依据支撑"。 9 月的陪审团已为该集体诉讼的 ...

杰富瑞：将Alphabet(GOOG.US)目标价从365美元上调至400美元。 ...

证券研究报告·行业点评报告·计算机 计算机行业点评报告 云涨价已现，关注 AI Agent 需求带动下的云 投资机会 增持（维持） [Table_Tag] [Table_Summary] 投资要点 ◼ 风险提示： Agent 落地进展不及预期；产能供应问题缓解。 2026 年 02 月 02 日 证券分析师 王紫敬 执业证书：S0600521080005 021-60199781 wangzj@dwzq.com.cn 证券分析师 王世杰 执业证书：S0600523080004 wangshijie@dwzq.com.cn 行业走势 -11% -6% -1% 4% 9% 14% 19% 24% 29% 34% 2025/2/5 2025/6/4 2025/10/1 2026/1/28 计算机 沪深300 相关研究 《CPU 涨价，CPU 有望在 Agent 时代 迎来大周期》 2026-02-02 《商业航天为何会成为 2026 年的主 线？》 2026-01-28 ◼ 海外大厂云已经开始涨价。谷歌云涨价。1 月 27 日，谷歌云正式官宣涨 价，自 2026 年 5 月 1 日起，对 Google Cloud、 ...

图片来源： Youtube 的。外界曾有一种看法，认为Google让ChatGPT把这项技术抢先用起来了。但在我看来，现在的Gemini已经几乎可以和ChatGPT平起平坐，甚至在某些方面 表现更好。 Arjun： Google DeepMind在这当中起着核心作用。我之前提到，它成立于2010年，而Google在2014年将其收购。当时我刚刚进入科技报道行业，Google 为DeepMind支付了大约4亿英镑，也就是2014年约5.4亿美元。按照现在的估算，这笔投资的价值可能已经达到数百亿，甚至上千亿美元。 Arjun： 实际上，DeepMind对Google的AI发展至关重要。以Gemini这个面向消费者发布的聊天机器人为例，它的背后技术很大程度上都来自DeepMind。 但早在这些之前，DeepMind就已经有过一些重大突破。几年前，他们推出了名为AlphaGo的系统，引起了全球轰动。这是第一个能够击败围棋世界冠军的 计算机程序。围棋是一种非常复杂的棋类游戏，当时被视为AI的重大挑战之一，因为它的变化极其多样，可能的组合数量非常庞大。 Z Highlights： 2026 年 1 月 16 日由 Arj ...

| Rank ♦ | Name | | | ਵੈ Market Cap | 승 | Today & | Pr | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | | Gold GOLD | | $32.518 T | $4,677 | -1.44% | ( | | 2 | | NVIDIA NVDA | | $4.653 T | $191.13 | -0.72% | | | 3 | | Silver | | $4.331 T | $76.95 | -2.01% | | | | | SILVER | | | | | | | 4 | | | Alphabet (Google) | $4.086 T | $338.53 | -0.04% | | | | | GOOG | | | | | | | 5 | | Apple | | $3.813 T | $259.48 | 0.46% | | | | | AAPL | | | | | | | б | | Microsoft | | $3.195 T | $430.29 | -0.74% | | | | | M ...

该原型率先向美国Google AI Ultra订阅用户开放。 如果人工智能领域的进步可以看作一部交响乐，那么过去几年，乐章的主题无疑是"生成"——生成文 字、图像、声音乃至视频。然而，在2026年初，一段崭新的旋律被奏响：它不仅生成，更能构建。 北京时间1月30日凌晨，谷歌DeepMind向外部开放了Project Genie，它被认为是目前最先进的世界模型 之一，可以算是世界模型Genie3的实验性研究原型，也是这套世界模型第一次以可交互形态对公众开 放。 "Genie"这个单词源于阿拉伯语 jinni（精灵），后经法语变形成 génie后成为一个英语词汇，最常见的含 义是指阿拉伯和伊斯兰神话传说中，一个能实现召唤者愿望的"精灵"或"神怪"。谷歌DeepMind将其世 界模型项目命名为"Project Genie"（精灵计划），正是在阐释该神话的内涵：这个AI模型能将你用文字 描述的任何场景（召唤者的愿望），瞬间生成一个可以进入并交互的虚拟世界。 当AI不仅能够描绘梦境，更能让人走进梦境并与之互动时，我们所讨论的"虚拟"与"现实"的边界，或许 已到了需要被重新思考的时刻。 目前，该原型率先向年满18岁的美国 ...

Core Insights - Omdia's report predicts that by 2029, retailers will control 47% of the North American TV operating system (OS) market share, up from 27% in 2025, indicating a shift towards retail media advertising driven by e-commerce rather than traditional TV sales [1] - The global TV OS market is evolving into three distinct segments, with localized Android ecosystems in China maintaining a dominant 96% market share, while Google TV leads in other regions with a 40% share, which is expected to be gradually divided among competitors Vidaa, Titan, and TiVo [1] Group 1 - By 2027, North America is expected to reach a turning point, with Walmart's CastOS devices projected to ship 14 million units, benefiting from Walmart's acquisition of Vizio and the expansion of its CastOS platform [4] - Following the acquisition, Walmart is expected to increase Vizio's shipments from 4.8 million units in 2024 to 6.6 million units in 2025, a growth of 37.5%, while Amazon's FireTV shipments are projected to rise from 6.1 million units in 2024 to 6.8 million units in 2025, an increase of 11.5% [4] - By 2029, Walmart's CastOS devices are expected to reach 14.8 million units, while Amazon's FireTV is projected to reach 8.8 million units, resulting in a total shipment of 23.6 million units and a market size of 50 million units [4] Group 2 - At the 2026 CES, VIDAA OS will undergo significant changes, rebranding to V Home OS to reflect its broader role beyond just television, and announcing a partnership with Microsoft to integrate Copilot generative AI features into the platform [4] - Google has integrated Gemini AI into Google TV, launching interactive shoppable video features at CES, which aim to seamlessly connect viewing and purchasing experiences through AI recognition of products on screen [4] - The emphasis on "conversational shopping" allows users to inquire about products while watching, with the TV identifying brands and providing options to add items to a shopping cart, highlighting the growing importance of shopping functionalities across multiple TV OS platforms [4]

一名中国籍前谷歌（ Google）工程师因窃取美国人工智能（AI）核心技术机密 （ 包括 TPU GPU 等 ）， 上周 在美国旧金山联邦法院被裁定七 项盗窃商业机密及七项经济间谍罪名成立，每项罪名或面临 10的监禁刑期。 案件发生于 2022 至 23 年，现年 38 岁的 丁林伟 从 Google 的网 络中偷取了超过二千页内有 AI 商业机密的资料，然后在中国成立 AI 公司 谋取利益 。 被告人丁林伟在 2022 年 5 月至 2023 年 4 月任职谷歌期间的相关行为经庭审审理，最终被裁定 14 项罪名成立，其中包括经济间谍罪和商业秘 密盗窃罪。检方指控，丁林伟在复制谷歌内部技术文档的同时，还为 自己在 中国 的初创 企业争取风险投资。 合作洽谈，进入公众号：服务—>商务合作 美国司法部通过一份追加起诉文件指出，被盗取的资料涵盖七大类商业秘密，这些内容完整披露了谷歌 AI 数据中心的设计、搭建与运营核心方案， 其中包括张量处理单元（TPU）的底层技术规格、谷歌内部 TPU 指令集，以及与高带宽内存（HBM）访问、芯片间互连相关的性能参数。此外， 丁林伟还被证实窃取了描述 TPU 系统架构的文档，以及 ...

Accessible version Global Memory Tech Weekly theme: memory industry model update, softening DRAM spot, LGE upside Price Objective Change Global DRAM/NAND sales forecasts raised by 25% We updated our global memory+HBM industry model following Samsung Electronics' and SK Hynix's 4Q25 earnings results. Key changes to our 2026 estimates vs earlier include: 1) 20%+ higher ASPs (for both DRAM and NAND); 2) slightly higher bit growth; 3) capex increase, largely driven by HBM and infrastructure investments (shell f ...