Google is the latest investor to back Redwood Materials as the battery recycling and cathode production startup scales a new energy storage venture to power AI data centers and other industrial sites. Redwood Materials, founded by former Tesla CTO JB Straubel, last October raised $350 million in a Series E round led by venture firm Eclipse. The round included a new strategic investment by Nvidia’s venture capital arm, NVentures. More investors, including newcomer Google, have piled in since, pushing t ...

以下文章来源于科创日报 ，作者刘蕊 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 近几年来，每逢财报季，微软、苹果、英伟达、Alphabet、亚马逊、Meta和特斯拉这七家巨头公司都是聚光灯下的焦点，在本个财报季也 不例外。 北京时间本周四早间，"七巨头"中的三家（特斯拉、Meta和微软）即将率先公布财报，苹果也将在周五早间公布财报。 目前，华尔街分析师们对于"七巨头"的总体业绩充满信心，不过随着AI热潮逐步演变，那些能够从AI基建和变现势头中尝到甜头的公司显然 将更受投资者青睐。 "七巨头"的差异愈发凸显 与此同时，对于"七巨头"正大力推进的AI业务来看，来自资本、电力和政策等方面的限制也将愈发受到关注。 "七巨头"Q4业绩强劲 本周美股Q4财报季全面展开，标普500指数中有102家将公布财报，这其中就包括"七巨头"中的四家。 目前，华尔街对于"七巨头"的业绩表现充满信心。FactSet高级盈利分析师约翰·巴特斯预计，"七巨头"第四季度整体盈利增长率将达到 20.3%，远超其他公司4.1%的同比每股收益增长率，其中，英伟达、Alphabet和微软预计将会是最主要的领跑者 ...

（央视财经《天下财经》）谷歌母公司字母表旗下的云计算部门、也就是谷歌云于日前宣布，自2026年 5月起将正式上调全球数据传输服务价格，其中北美地区费率较当前水平提高约一倍。 转载请注明央视财经 编辑：令文芳 谷歌云本次调价覆盖内容分发网络互联、直接对等互联及运营商对等互联三类服务。具体调整后，北美 地区单位数据传输价格将从当前每吉字节（GB）0.04美元阶梯式提升至0.08美元，欧洲由0.05美元调至 0.08美元，亚洲则由0.06美元上调至0.085美元。 谷歌并非首家调整价格的云厂商，不久前亚马逊公司旗下云计算服务平台AWS也宣布对其面向大模型 训练的EC2机器学习容量块服务上调约15%价格，打破了该服务近二十年来"只降不升"的定价传统。有 分析称，云服务商的定价调整与上游成本结构的变化直接相关。硬件采购价格上涨、能源成本持续攀 升，以及AI算力基础设施的巨额投入，正推动主要云厂商重新审视其定价模型。尤其在AI基础设施建 设领域，云服务商正面临战略性投入与商业化回报之间的平衡压力。 ...

Core Insights - Major technology companies like Google, Amazon, and Meta are shifting towards direct ownership of renewable energy assets to meet the increasing power demands of data centers and AI computing [2][3] - This transition indicates a fundamental change in how digital infrastructure companies secure their energy supply, moving away from traditional power purchase agreements (PPAs) [3][9] Industry Trends - The total capital commitment from recent transactions by these tech giants exceeds $4 billion, highlighting significant investment in renewable energy infrastructure [5] - Data center power consumption in the U.S. is projected to rise by 160% by 2030, primarily due to AI and machine learning workloads [5] - Major tech companies are pursuing aggressive carbon neutrality targets, aiming for net-zero emissions by 2030 or earlier, which necessitates rapid deployment of renewable energy [6] Implications for Independent Power Producers - The emergence of large-scale transactions creates opportunities for independent renewable energy companies to engage with hyperscaler demand [4] - Companies with strong development pipelines may become acquisition targets, while those with operational assets could find opportunities for portfolio sales [4] - Traditional PPA relationships remain viable for companies focusing on capital efficiency and development speed [4] Company Positioning - PowerBank Corporation has a development pipeline exceeding one gigawatt and a proven track record of over 100 megawatts of operational renewable energy projects [7] - The company specializes in battery energy storage systems (BESS) integration, essential for meeting the 24/7 power needs of data centers [7] - PowerBank's strategic focus on advanced data center power solutions and collaboration with Orbit AI positions it well in the evolving market landscape [8]

Core Insights - Google DeepMind has introduced a significant new capability called Agentic Vision for Gemini 3 Flash, transforming how large language models understand the world from passive guessing to active investigation [1][3][5]. Technology Overview - Agentic Vision allows models to actively manipulate images based on user requests by employing a "Think-Act-Observe" loop, enhancing the model's ability to analyze and interact with visual data [3][11]. - This capability has resulted in a performance improvement of 5% to 10% across various visual benchmark tests for Gemini 3 Flash [6]. Practical Applications - The technology enables developers to unlock new behaviors through code execution in the API, demonstrated in applications like PlanCheckSolver.com, which improved accuracy by 5% through iterative checks of high-resolution inputs [10]. - Agentic Vision facilitates image annotation, allowing the model to interact with the environment by drawing and labeling directly on images, ensuring pixel-level accuracy in its responses [13]. - The model can also perform visual mathematics and plotting, generating visual representations of data while avoiding common pitfalls of standard large language models [15][16]. Future Prospects - Google indicates that Agentic Vision is just the beginning, with plans to enhance implicit actions like image rotation and visual mathematics in future updates, as well as exploring additional tools for the Gemini model [20]. Competitive Landscape - The release of Agentic Vision coincides with DeepSeek's launch of DeepSeek-OCR2, suggesting a competitive response in the field of visual AI, where both companies are redefining machine vision capabilities [21][22]. - The competition centers around who can better define machine vision, with DeepSeek focusing on perception and Google emphasizing interactive capabilities through code execution [23].

Key TakeawaysStellantis (STLA) plans to amplify price cuts on new cars sold in France in 2026 to revitalize sales volumes.Google (GOOGL) is engaging with the UK's Competition and Markets Authority (CMA) on proposed search controls, expressing optimism for a path forward while cautioning against measures that could fragment or confuse user experience.The Kremlin has announced discussions with the Syrian leader regarding the future of Russian troops in Syria, amidst reports of a partial withdrawal from a Syri ...

格隆汇1月28日｜谷歌对英国竞争与市场管理局的搜索提案持乐观态度，认为双方有望找到前进之路。 谷歌(就英国竞争与市场管理局的搜索提案)表示，任何新的监管措施都必须"避免导致用户搜索体验碎 片化或混乱"。 ...

格隆汇1月28日｜英国竞争和市场管理局(CMA)提议在数字法下针对谷歌搜索设置监管"护栏"措施。管 理局正调查谷歌的出版商控制、公平排名以及数据可移植性选择界面。CMA就谷歌相关措施征求意 见，截止日期为2月25日。 ...

2026 年 1 月，全球云计算市场迎来重大价格调整，曾经维持近十年价格稳定甚至周期性降价的云服务行业出现实质性提价。 随着 AI 应用大规模扩展和算力资源短缺加剧，行业两大重量级云服务商 AWS、谷歌云相继宣布将在关键产品和服务上提价，标志着云服务定价策略进入 新阶段。 AWS 首当其冲：AI 算力服务价格上调约 15% 1 月中旬，AWS 实施了对其 EC2 机器学习容量块（Capacity Blocks for ML）服务的价格上调。 根据定价页面更新，这些用于大规模机器学习训练的 GPU 实例价格普遍上涨约 15%，例如 p5e.48xlarge 类型实例每小时费用从约 34.61 美元提高到约 39.80 美元。此次调整覆盖多个区域和实例类型，主要影响 AI 推理与训练相关的算力计费。 这次涨价没有通过传统新闻稿宣布，而是悄然反映在 AWS 的定价变更中。 此次举措被市场视为 AWS 在面临成本上升和资源稀缺双重压力下对定价策略的重要调整。 谷歌云紧随其后：数据传输等服务费率大幅上调 紧随 AWS 调价步伐，谷歌云于 1 月 27 日正式官宣将从 2026 年 5 月起对部分基础服务价格进行调整。 ...

Core Viewpoint - The European Commission has initiated two formal proceedings to ensure Google complies with the Digital Markets Act, focusing on interoperability and data sharing practices related to its Android operating system and search data [1][2]. Group 1: Interoperability Obligations - The first proceeding addresses Google's obligations under Article 6(7) of the Digital Markets Act, requiring Google to provide third-party developers with free and effective interoperability with features controlled by its Android operating system [2]. - The focus is on features utilized by Google's proprietary AI services, such as Gemini, to ensure third-party AI service providers have equivalent access, promoting innovation and competition in the AI landscape on mobile devices [3]. Group 2: Data Sharing Obligations - The second proceeding pertains to Google's obligations under Article 6(11) of the Digital Markets Act, mandating access for third-party online search engine providers to anonymized data from Google Search, including ranking, query, click, and view data [4]. - The proceedings will evaluate the extent of data sharing, anonymization methods, conditions for data access, and eligibility of AI chatbot providers to utilize this data, aiming to enhance competition against Google Search [5]. Group 3: Regulatory Process and Timeline - The European Commission aims to clarify compliance measures for Google regarding interoperability and data sharing obligations, with proceedings expected to conclude within six months and preliminary findings communicated within three months [7].