Google on Tuesday announced Veo 3, an AI video generator that can also create and incorporate audio. The artificial intelligence tool competes with OpenAI's Sora video generator, but its ability to also incorporate audio into the video that it creates is a key distinction. The company said Veo 3 can incorporate audio that includes dialogue between characters as well as animal sounds."Veo 3 excels from text and image prompting to real-world physics and accurate lip syncing," Eli Collins, Google DeepMind prod ...

AI 工具聚合平台 Poe 发布了其最新一期的人工智能模型使用趋势报告。这次的报告分析汇总了从 2025 年 1 月至 2025 年 5 月期间，Poe 用户在文本、推 理、图像、视频和音频领域的每周使用数据。 在各种能力测评榜单之下，模型在真实场景下的能力如何？哪些模型更好用？Poe 的报告数据，反映了用户使用大模型时的一些真实需求和使用模式。 报告得出的几个核心观察点： Founder Park 正在搭建「 AI 产品市集」社群，邀请从业者、开发人员和创业者，扫码加群： 进群后，你有机会得到： 01 模型新版本推出速度太快， 市场份额消长明显 随着时间的发展，DeepSeek 模型的「爆红期」已经过去，同时其他定价合理、支持长上下文的推理模型也陆续发布， DeepSeek R1 的消息份额从 2 月中旬的 7% 峰值下降到 4 月底的 3%。 同一提供商发布的新一代旗舰模型往往会抢占其上一代模型/产品的市场份额。在此趋势下，Poe 订阅用户会迅速地转向使用新一代模型； 在 Poe 中，用户发给推理模型的文本消息总份额从约 2%上升到了约 10%，在 DeepSeek 热度高峰期达到顶峰。具备混合推理能力的 ...

丨证券研究报告丨 行业研究丨点评报告丨软件与服务 [Table_Title] AI 全球速递：从谷歌 FY25Q1 财报看 AI 产业趋 势变化 报告要点 [Table_Summary] 美东时间 4 月 24 日盘后，谷歌发布 2025 财年 Q1 财报，报告期内，谷歌实现营收 902.34 亿 美元，同比增长 12.0%；净利润 345.4 亿美元，同比增长 46.0%，两项指标均高于彭博一致预 期，FY25Q1 公司每股摊薄收益为 2.81 美元，同比增长 48.7%，高于彭博一致预期的 2.05 美 元。公司股价在盘后大幅上涨 5%，主因一季度营收业绩超预期。公司对二季度的指引偏向谨 慎乐观。 分析师及联系人 [Table_Author] 宗建树 SAC：S0490520030004 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title AI 全球速递：从谷歌 2] FY25Q1 财报看 AI 产业 趋势变化 [Table_Summary2] 事件描述 美东时间 4 月 24 ...

Core Insights - Google has been named the official AI partner for The Wizard of Oz at Sphere, marking a significant collaboration that merges immersive entertainment with advanced technology [1][2] - The project aims to utilize generative AI to enhance the visual storytelling experience, drawing parallels to the historical impact of Technicolor in cinema [1][4] Group 1: Partnership and Technology - Google Cloud and Google DeepMind are deploying advanced AI models, including Gemini, Veo 2, and Imagen 3, to enhance the film's resolution and recreate characters [2][5] - The project is processing 1.2 petabytes of data, showcasing the extensive computational demands of creating an immersive experience [2] - Sphere's collaboration with Google is seen as a pioneering effort in the entertainment industry, pushing the boundaries of generative AI [3][5] Group 2: Technical Innovations - The use of Super Resolution technology will create ultra-crisp 16k images, essential for Sphere's high-resolution display [5] - Outpainting techniques will extend backgrounds and characters, enhancing the immersive environment for audiences [5] - Performance Generation will allow multiple characters to remain on screen longer, enhancing audience immersion [5] Group 3: Company Backgrounds - Google Cloud provides enterprise-grade solutions that facilitate digital transformation for organizations globally [6] - Sphere is redefining live entertainment with cutting-edge technologies, hosting original experiences and events [7]