From @WSJopinion: We now have a clear winner in the Justice Department’s antitrust suit against Google: artificial intelligence. As so often happens with antitrust, new technology has made DOJ’s suit obsolete. https://t.co/eg5BCtLF5q ...

Google Photos' photo-to-video feature is being upgraded with Google's latest video-generation model, Veo 3. https://t.co/Ne0WkPv8o9 ...

Home Server Accelerators Google Ironwood TPU Swings for Reasoning Model Leadership at Hot Chips 2025 ⾸⻚ 服务器 加速器 ⾕歌 Ironwood TPU 在 Hot Chips 2025 上⼒ 争推理模型领导地位 Server 服务器 Accelerators 加速器 AI ⼈⼯智能 Google Ironwood TPU Swings for Reasoning Model Leadership at Hot Chips 2025 ⾕歌 Ironwood TPU 在 Hot Chips 2025 ⼤会上⼒争推理模 型领导地位 Google Ironwood TPU Rack ⾕歌 Ironwood TPU 机架 Closing out the machine learning sessions at Hot Chips 2025 is Google, who is at the show to talk about their latest tensor processing unit (TPU), cod ...

环球市场动态 预 期 年 底 金 价 有 望 超 3,730 美 元 股 票 A 股周三涨跌不一，航天军工板块 跌幅居前；港股高开低走，医药股、 黄金股表现突出；欧股反弹，欧元 区 PMI 回暖和债市趋稳带动大市情 绪回升；美国 7 月职位空缺数据低 于预期，降息预期走高，科技股带 动纳指标指上涨，Alphabet (GOOGL US) 反垄断判决好于预期领证大 市。 外 汇 / 商 品 报道指 OPEC+旗下八个成员国将 在周日的会议上考虑进一步增产， 消息拖累周三油价下跌。美国数据 弱提振降息预期，金价续创纪录新 高。美国就业数据疲弱，美元下跌， 日圆则结束 3 天跌势。 固 定 收 益 美国国债上涨，收益率曲线趋平。 JOLTS 数据表现逊于预期。投资者 关注本周将公布的非农就业数据。 亚洲债市表现各异，中国投资级债 券利差走阔 1-3 个基点。 产品及投资方案部 注：bp/bps=基点；pt/pts=百分点 中信证券财富管理 (香港) 免责声明请参考封底 资料来源：相关公司、中信证券 风险等级：由低至高分 1 至 5 级 2025 年 9 月 4 日 ▪ 2025 年 4 月底以来黄金处在震荡市中，我 ...

It’s certainly no secret that many of the largest tech companies in the world have spent billions of dollars each year to rapidly scale up their artificial intelligence operations.However, the question remains: when will all of this capital expenditure (CapEx) start to see a significant payoff? Fortunately, recent insights from Alger indicate that payoff could potentially be on the horizon.The chart below shows the current and projected aggregate capital expenditure (CapEx) and operating cash flow for the f ...

该集体诉讼于 2020 年 7 月提起，报告称即便用户已关闭相关设置，谷歌仍通过与诸如优步、Venmo 以 及 Meta 的 Instagram 等使用某些谷歌分析服务的应用程序保持联系，继续收集用户的数据。 在庭审中，谷歌表示所收集的数据"是非个人的、匿名的，并且存放在独立、安全且加密的存储位 置。"报道指出，谷歌还表示这些数据与用户的谷歌账户或任何个人用户的身份均无关。 该报道还称，美国地区法官Richard Seeborg已批准此案为集体诉讼，涉及约 9800 万谷歌用户和 1.74 亿 台设备。 智通财经APP获悉，据报道，一个联邦陪审团周三裁定，Alphabet(GOOGL.US)旗下谷歌必须支付 4.25 亿美元，因其在数百万已关闭其谷歌账户追踪功能的用户中继续收集数据，从而侵犯了用户的隐私权。 该裁决是在旧金山联邦法院的一场审判之后作出的。该审判涉及有关指控，即谷歌在长达八年的时间里 访问用户的移动设备，以收集、保存和使用他们的数据，违反了其"网络与应用程序活动"设置下的隐私 保证。 谷歌发言人Jose Castaneda在一封电子邮件中表示，该公司计划提起上诉。Castaneda表示："这一决 ...

After undergoing a rough phase in the early part of 2025 (due to trade tensions and occasional ups and downs in Big Tech stocks), the S&P 500 started to bounce back from May. The index advanced 1.5% during August and even hit a record high. The S&P 500 is up more than 9% so far this year (as of Sept. 2, 2025).What Lies Ahead for the S&P 500 in 2026?Evercore ISI strategist Julian Emanuel expects the S&P 500 to reach the 7,750 mark by the end of 2026, as quoted on Yahoo Finance. Per the strategist, the artifi ...

Core Viewpoint - The article discusses how to achieve product innovation in the AI era by leveraging insights from top global companies' methodologies, emphasizing the importance of structured approaches in product planning, design, and promotion [10][42]. Group 1: Product Innovation Methodologies - The article highlights the product innovation methods of ten leading companies, including Apple, Amazon, Google, Tesla, Huawei, Alibaba, Tencent, ByteDance, Procter & Gamble, and Johnson & Johnson, each with unique frameworks and strategies [11][37]. - Commonalities among these companies include customer-centricity, iterative feedback, data-driven decision-making, cross-functional collaboration, and systematic processes [40][42]. Group 2: Specific Company Approaches - Apple employs a design-driven approach and the Apple New Product Process (ANPP), focusing on deep user insights and iterative prototyping [12][14]. - Amazon utilizes a reverse engineering method with PR/FAQ documents to clarify product concepts before development [18]. - Google implements OKR (Objectives and Key Results) and design sprints to align product development with its mission and ensure rapid iteration [20]. - Tesla applies first principles thinking and agile hardware development to enhance innovation speed [22]. - Huawei's "Five Looks and Three Decisions" method emphasizes comprehensive market analysis and systematic execution [24]. - Alibaba's middle-platform strategy standardizes capabilities for agile innovation across its business units [26]. - Tencent focuses on user value, a racehorse mechanism for product development, and agile methodologies for rapid iteration [28][29]. - ByteDance operates as an "application factory," emphasizing data-driven A/B testing for product development [31]. - Procter & Gamble prioritizes consumer insights and integrated marketing strategies [33]. - Johnson & Johnson maintains rigorous processes for product innovation across its healthcare sectors [35]. Group 3: Universal Product Innovation Framework - A universal product innovation framework is proposed, consisting of three stages: product planning, design and development, and promotion [42]. - In the product planning stage, companies should ensure the correctness of innovation directions through strategic opportunity analysis and deep market insights [43]. - The design and development stage focuses on creating a closed-loop value creation process, integrating definition, design, development, and validation [45]. - The promotion stage aims to maximize product value delivery to the market, drawing on successful strategies from leading companies [47]. Group 4: AI's Impact on Product Innovation - AI significantly shortens product innovation and iteration cycles, necessitating rapid learning and adaptation to maintain competitive advantages [50]. - In product planning, AI enables large-scale information insights, enhancing user and market analysis [51]. - For design and development, AI facilitates high-frequency iterative feedback, allowing for quick prototyping and user behavior analysis [54]. - In product promotion, AI enables personalized marketing strategies, enhancing user engagement and optimizing marketing content [55][56].

苹果要自研AI搜索了！ 智东西9月4日消息，知名苹果爆料人、彭博社记者马克·古尔曼（Mark Gurman）最新爆料，苹果计划于明年春季推出自研AI搜索工具"答案引 擎"。 马克·古尔曼（Mark Gurman）最新爆料（来源：X） 据知情人士透露，这款内部代号为"世界知识问答"的新系统将集成于Siri，未来还会扩展至Safari网页浏览器及iPhone主屏搜索工具Spotlight。 该功能的运作模式类似ChatGPT、谷歌搜索的AI Overviews及其他AI搜索应用，核心技术依托于大语言模型，古尔曼爆料，这一功能将与谷歌 Gemini模型合作。 要知道，谷歌每年向苹果支付巨额费用，以维持其作为Safari浏览器默认搜索引擎的地位。苹果推出自研AI搜索，无疑会分走谷歌搜索的"入 口"流量。 新版Siri配备"AI Overviews"， 最快明年3月推出 Siri，这款2011年发布时具有突破性意义的语音助手，如今已成为苹果AI短板的具体体现。 当前Siri可回答基础问题并提供知名人物、事件、电影及体育赛事等事实信息，但在处理复杂查询和常识性搜索时，Siri往往会转而提供谷歌或 ChatGPT的搜索结果 ...

土耳其交通和基础设施部副部长Omer Fatih Sayan在X上表示，土耳其网络安全监管机构已要求谷歌提交 一份技术报告。 据报道，包括YouTube在内的部分谷歌(GOOGL.US)服务周四在土耳其以及希腊和德国等欧洲部分地区 暂时中断。 负责监督土耳其互联网审查情况的"言论自由协会"表示，谷歌在土耳其的服务中断始于当地时间上午10 点左右(格林尼治标准时间 07:00)。 追踪网站Downdetector表示，大部分服务在格林尼治标准时间09:00之前已恢复正常，从格林尼治标准时 间07:51开始，有关服务中断的报告数量逐渐减少。 希腊、保加利亚、塞尔维亚和罗马尼亚也出现了间歇性的服务中断现象，用户反映无法访问网站、 YouTube以及一些与Gmail相关的手机联系人。 在德国，美国Ookla旗下的故障追踪网站allestoerungen.de 报告称，从上午9点左右(格林尼治标准时间 07:00)开始，谷歌的网络服务中断情况有所增加。 周四美股盘前，截至发稿，谷歌股价跌0.7%。 Sayan发布的地图显示，土耳其、东南欧大部分地区以及乌克兰、俄罗斯和西欧部分地区均受到了影 响。 ...