Sou Hu Cai Jing·2025-11-02 11:44Core Insights - Google is preparing to launch its next-generation AI model, Gemini 3, which is expected to be released in 2025, as confirmed by CEO Sundar Pichai during the latest earnings call [1][3] - Gemini 3 aims to surpass the current Gemini 2.5 Pro and reduce the performance gap with OpenAI's GPT-5, focusing on "agent-like" capabilities for complex, multimodal tasks [3] - The company has seen significant growth in its search business due to AI features, particularly among younger users, with AI Mode supporting 40 languages and achieving 75 million daily active users [4] AI Model Development - Gemini has become a core pillar of Google's AI strategy, with monthly active users exceeding 650 million and query volume doubling compared to the previous quarter [3] - Pichai noted that while the pace of model iteration is accelerating, significant improvements may take more time to develop [3] - The company is also advancing multiple new generative models, including video generation model Veo 3 and a model referred to as "Genie 3" [6] Financial Performance - Alphabet's quarterly revenue is projected to surpass $100 billion for the first time in Q3 2025, indicating a strong entry into the generative AI era [3] - Revenue from products based on generative AI models has increased by over 200%, with a nearly 34% year-over-year growth in new cloud customers [4] - The order backlog for Google Cloud has reached $155 billion, a 46% increase from the previous quarter [4] AI Infrastructure and Demand - There is a growing demand for AI infrastructure, with AI startup Anthropic planning to connect up to 1 million Google TPUs [5] - Google has fully booked all available TPUs, reflecting the urgent need for computational resources [5][6] - The upcoming Ironwood TPU and new cloud service products based on NVIDIA GB300 chips are set to be launched to meet this demand [6] Autonomous Driving Expansion - Alphabet's autonomous driving division, Waymo, is accelerating its expansion plans, aiming to enter London and Tokyo by 2026 [6] - Waymo has received permits for fully autonomous airport shuttle services in San Francisco and San Jose, with ongoing testing in New York City [6] - New initiatives such as "Waymo for Business" and "Waymo Teens" are being introduced to attract new user demographics [6]