谷歌再次刷新文生图榜单。 去年8月，谷歌发布了Gemini图像模型Nano Banana，一度全网刷屏，成为现象级产品，同年11月，谷歌又发布了Nano Banana Pro，提供更高级的智能功能和 工作室级别的创意控制。 北京时间2月27日凌晨，谷歌又更新了，这次是Nano Banana 2（Gemini 3.1 Flash Image），兼具了速度和Pro版的性能，同时价格也更便宜了。谷歌表示，这 是团队目前最好的图像生成和编辑模型。 | Current models | All models | All | Open weights | First party foundation models | All | Global Leaderboard | Personal Leader | | --- | --- | --- | --- | --- | --- | --- | --- | | 11 | Creator TJ | | Model 17 | | ELO TT | 95% Cl | Samples TJ | | 1 | G Google | | | Nano Banana 2 (Gemini 3 ...

Core Insights - Major tech companies like Amazon, Alphabet, and Meta Platforms are increasingly turning to bond markets to raise significant capital for AI data center investments, with each potentially borrowing tens of billions of dollars in the coming years [5][7][10] - The projected capital expenditures of these companies are expected to approach or exceed their cash generation, leading to a shift in their financial profiles towards higher debt levels [7][12] - Credit ratings for these companies are currently stable, with S&P estimating that they can each borrow up to $200 billion while maintaining their ratings, although risks exist if cash flows decline or returns on AI investments are inadequate [9][11][25] Group 1: Financial Strategies - Amazon, Alphabet, and Meta have raised hundreds of billions through bond markets for AI investments [5][7] - S&P predicts that by the end of 2026, these companies will have more debt than cash, with Alphabet projected to end 2026 with $16 billion more debt than cash [8][23] - The emphasis on borrowing indicates a transformation in the financial profiles of these tech giants, moving towards being more indebted [12][21] Group 2: Credit Ratings and Risks - Current credit ratings for Alphabet are higher than those for Meta and Amazon, reflecting a belief in Alphabet's diversified revenue streams [15][16] - S&P and Moody's do not expect credit ratings to change in the next couple of years, but there is a risk that S&P may reconsider downgrade thresholds if cash flows decrease [25][26] - The demand for tech company debt remains high, but there are concerns that this could change, leading to wider spreads in tech debt [28][29]

25 February 2026 | 4:05PM CST Equity Research CHINA INDUSTRIAL TECH: DATA CENTER ELECTRICALS Asia investor feedback: Eyes on export visibility and execution; Fine-tuning estimates on commodities cost trends/pre-announced results; Buy Kstar We talked with 50+ investors from Hong Kong, Singapore, and Mainland China since our deep-dive reports in mid-January (Kstar, Megmeet, Kehua). While the sector backdrop remains robust, supported by strong 2026E capex guidance from US tech giants as well as order growth an ...

Google said in a blog post that Nano Banana 2 has advanced world knowledge, pulling real-time information from Gemini for more accurate renderings. The company also highlighted the new model's increased speed, enhanced instruction following and more precise text renderings for "marketing mockups or greeting cards."The company launched the first Nano Banana in August, and the service quickly went viral. Nano Banana Pro hit the market in November, built on Gemini 3 Pro.Google on Thursday rolled out Nano Banan ...

By Echo Wang and Kane Wu NEW YORK/HONG KONG, Feb 25 (Reuters) - Investment firm General Atlantic is selling an equity stake in ByteDance in a deal that values the Chinese social media giant at $550 billion, two people with knowledge of the matter said, ‌marking a dramatic rise in the privately held shares. The potential stake divestment will be the first since the Trump administration cleared the sale ‌of the U.S. interests of ByteDance's TikTok unit in January, and marks a 66% jump in value since a sh ...

Which lever to pull… Clients have a growing list of options when it comes to ETFs that use leverage. Issuers are prepping new funds almost daily, in some cases even filing for single-stock products focused on companies that aren’t public yet. During February, for example, several firms filed for 2x leveraged ETFs built around SpaceX, Anthropic and other tech companies. Some are also trying their luck again with dozens of 3x and 4x products, even after the Securities and Exchange Commission told them last ...

Key TakeawaysFederal Reserve officials signaled a "wait and see" approach, maintaining interest rates in the 3.5% to 3.75% range as they evaluate the impact of AI-driven productivity and persistent inflation.Nvidia (NVDA) has yet to ship any H200 AI chips to China, according to U.S. Commerce Department officials, despite a policy shift in December allowing for case-by-case export reviews.HP Inc (HPQ) warned of prolonged memory chip volatility, with rising DRAM and NAND prices expected to impact margins thro ...

Core Insights - Software stocks, including design software, have faced significant declines due to concerns over artificial intelligence impacts, with Adobe's stock down 30% this year [1] - Canva is actively acquiring startups to enhance its competitive position against Adobe, purchasing Cavalry and MangoAI to bolster its animation and video capabilities [2] Company Developments - Canva has acquired Cavalry, which specializes in two-dimensional animation software, and MangoAI, which focuses on short video creation for advertising [2] - The terms of the acquisitions were not disclosed, but both startups are expected to help Canva compete more effectively with Adobe [2] Product Integration - Canva plans to integrate Cavalry's animation technology into its core product and the Affinity application, which was made free after its acquisition in 2024 [4] - MangoAI will be incorporated into the Canva Grow advertisement generator, which is available at $250 per person per year, enhancing video performance tracking and recommendations [5] Market Position and Financials - Canva reported over $4 billion in annualized revenue for 2025, a 36% increase from the previous year, while Adobe's revenue for the November quarter was $6.2 billion, up 10% [7] - Canva's market valuation was noted at $42 billion in August, prior to the recent downturn in software stock prices [7] AI and User Experience - Canva's co-founder emphasized the importance of human input in content creation, stating that while AI can assist, the final touches that ensure brand representation are crucial [8] - The company has not experienced a slowdown in revenue or user growth, attributing improvements in product quality to the integration of AI [9]

TikTok Shop could soon be bigger than Walmart, a new report shows. As e-commerce continues to grow rapidly, a new report from commerce agency Flywheel projects that ByteDance, the Chinese owner of TikTok Shop, could become a top-three global retailer across all categories by 2030. More from WWD The report estimates that TikTok Shop could be responsible for 14.6 percent of global marketplace share by 2030, driving roughly $1 trillion in sales. It also estimates that Amazon will take the number-one spot wi ...

Let's talk specifics. Like, what what are these roles. Where are these roles. The roles are mainly in California and Washington.We have them across Los Angeles, San Jose, and Seattle, which are all cities that, that TikTok also has offices in. And I think what's so fascinating about these AI roles is really just how much they run the gamut. You've got roles that are focused on producing international data to feed to Bydance's LLMs. . You've got roles, doing research to to to make AI more human like, and you ...