报道称， 苹果公司确认，选定谷歌的Gemini 模型支持今年将面世的人工智能（AI）新功能，包括新版的Siri功能。 这一重磅消息推动谷歌母公司Alphabet周一股价止跌转涨，市值史上首次突破4万亿美元，成为继英伟达、微软、苹果之后第四家跻身这一 超高市值的上市公司。 美东时间12日周一，媒体援引苹果的声明称，苹果与谷歌达成为期数年的合作伙伴关系，苹果将依托谷歌的Gemini模型和云技术为未来的苹 果基础模型（Apple Foundation Models）提供支持。 消息公布后，周一早盘曾跌1%的Alphabet股价迅速抹平跌幅，日内涨幅一度达到1.7%、涨至334.04美元，最终收涨超1%，连续三个交易 日创收盘历史新高，成功跨过4万亿美元市值门槛。 上周，Alphabet的市值刚超越苹果，成为目前仅次于英伟达的全球第二高市值公司。本周一盘初同样一度跌1%的苹果股价也小幅转涨，收 涨逾0.3%，在七连跌后两连阳。 来源 | 华尔街见闻 目前，只有英伟达、苹果和微软的市值曾突破4万亿美元大关。英伟达和微软于去年7月首次触及这一里程碑，苹果则在去年10月首次跨越这 一门槛。不过，苹果和微软此后均已大幅跌破4 ...

这一重磅消息推动谷歌母公司Alphabet周一股价止跌转涨，市值史上首次突破4万亿美元，成为继英伟达、微软、苹果之后第四家跻身这一超高市值的上市公 司 。 美东时间12日周一，媒体援引苹果的声明称，苹果与谷歌达成为期数年的合作伙伴关系，苹果将依托谷歌的Gemini模型和云技术为未来的苹果基础模型 （Apple Foundation Models）提供支持。 消息公布后，周一早盘曾跌1%的Alphabet股价迅速抹平跌幅，日内涨幅一度达到1.7%、涨至334.04美元，最终收涨超1%， 连续三个交易日创收盘历史新 高，成功跨过4万亿美元市值门槛 。 上周，Alphabet的市值刚超越苹果，成为目前仅次于英伟达的全球第二高市值公司。 本周一盘初同样一度跌1%的苹果股价也小幅转涨，收涨逾0.3%，在七连 跌后两连阳。 报道称， 苹果公司确认，选定谷歌的Gemini 模型支持今年将面世的人工智能（AI）新功能，包括新版的Siri功能。 这一合作标志着苹果在AI领域的重大战略调整。虽然苹果和谷歌在智能手机、操作系统和服务领域互为竞争对手，但两家公司早已在搜索业务上建立了合作关 系。 谷歌每年向苹果支付数十亿美元，以使其 ...

给财经人的礼物！ 金融圈"明星"日历 谷歌正在利用其在AI模型领域的最新突破，发起对英伟达芯片霸主地位的全面挑战。 这家搜索巨头已开始向Meta等大型客户推销在其自有数据中心部署TPU芯片的方案，试图将这一替代性AI芯片从谷歌云租赁业务拓展至更广阔的市场。 根据媒体援引知情人士最新报道，Meta正与谷歌就2027年在其数据中心使用价值数十亿美元TPU芯片进行谈判，同时计划明年从谷歌云租用芯片。 这一潜在交易可能让谷歌抢占英伟达年收入的10%份额，为其带来数十亿美元的新增收入，谷歌云部门的部分领导层已向内部表达这一目标。 谷歌本月发布的Gemini 3大语言模型引发市场剧烈反应，该模型主要在TPU芯片上训练，表现已接近甚至超越OpenAI的ChatGPT。这一技术突破令投资 者重新评估AI芯片市场格局。 谷歌股价单日飙升6.3%至318.58美元的历史新高，今年累计涨幅达68%，而英伟达股价本月下跌近10%，两者市值差距收窄至5260亿美元，为去年4月 以来最小。 据知情人士透露，在谷歌与Anthropic达成提供多达100万个TPU的协议后，黄仁勋立即宣布向该公司投资数十亿美元，并获得其继续使用英伟达GPU的 ...

Core Insights - Google is challenging Nvidia's dominance in the AI chip market by promoting its TPU chips for deployment in clients' data centers, targeting major customers like Meta [1][4] - A potential deal with Meta could allow Google to capture 10% of Nvidia's annual revenue, translating to billions in new income for Google Cloud [1][4] - The recent launch of Google's Gemini 3 language model, trained primarily on TPU chips, has sparked significant market interest and led to a notable increase in Google's stock price [1][6] Group 1: Google's TPU Strategy - Google has shifted its TPU strategy from cloud rental to local deployment, emphasizing security and compliance for sensitive data processing [4][5] - The introduction of the "TPU@Premises" initiative aims to facilitate easier use of TPU chips through the "TPU command center" software, which is designed to compete with Nvidia's Cuda software [5] - Google has been actively engaging with smaller cloud service providers to host TPU chips, offering financial backing to ensure their adoption [5] Group 2: Market Dynamics and Competitive Response - Nvidia's CEO has responded to Google's TPU advancements by investing billions in companies like Anthropic and OpenAI to secure their continued use of Nvidia GPUs [3][8] - Analysts suggest that Google's advancements in AI technology, particularly with Gemini 3, could reshape the AI investment landscape and challenge Nvidia's market position [10][11] - Despite Nvidia's strong financial performance, there are concerns that Google's cost-effective TPU chips could disrupt the current market dynamics and lead to buyer remorse among companies heavily invested in Nvidia's technology [11] Group 3: Financial Implications - Analysts estimate that if Google's DeepMind AI research lab and TPU sales were treated as a separate entity, their value could approach $1 trillion, highlighting their significance to Alphabet [7] - Google's stock has surged 68% this year, outperforming major indices, while Nvidia's stock has seen a decline of nearly 10% this month, narrowing the market capitalization gap between the two companies [1][7]