Accessibility StatementSkip Navigation Citywide Program Asks New Yorkers to 'Imagine If…' - Engaging Subway Riders to Share Their Imagination NEW YORK, Nov. 14, 2025 /PRNewswire/ -- OUTFRONT Media Inc.(NYSE: OUT), and Google DeepMindtoday announced the launch of 'Imagine If…' – an artistic and cultural civic program that invites New Yorkers across all five boroughs to co-create a city-wide visual experience with local artists. Continue Reading OUTFRONT XLabs Teams with Google DeepMind for First-of-its-Kind ...

Core 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 narrow the performance gap with OpenAI's GPT-5, focusing on "agent-like" capabilities for complex, multimodal task handling [3] - The company acknowledges that while the overall pace of improvement is accelerating, significant advancements may take more time to achieve [3] Financial Performance - Alphabet's quarterly revenue is projected to exceed $100 billion for the first time in Q3 2025, marking a significant milestone for the company [3] - Monthly active users of Gemini have surpassed 650 million, with query volume doubling compared to the previous quarter [3] AI Integration and Growth - Google's search business has seen significant growth due to AI features, particularly among younger users, with AI Mode supporting 40 languages and achieving 75 million daily active users [4] - The revenue from products based on generative AI models has increased by over 200% year-on-year, with a nearly 34% increase in new cloud customers and a backlog of $155 billion, up 46% 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, indicating a strong need for computational power [5][6] - Google is set to launch a new generation of Ironwood TPUs and cloud service products based on NVIDIA GB300 chips to meet this demand [6] Expansion of Autonomous Driving - Waymo, Alphabet's autonomous driving division, is accelerating its expansion plans, aiming to enter London and Tokyo by 2026 and expanding its U.S. operational network [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]

Core Insights - Adobe's annual conference aimed to retain the business of marketers, filmmakers, and content creators while reassuring investors about its future prospects [1] - The company is facing increased competition in the AI space from firms like Google, OpenAI, and Canva, leading to a significant drop in its stock price by approximately 25% this year [2][3] - Despite the stock decline, Adobe's AI features in products like Photoshop have been utilized tens of billions of times, indicating strong user engagement [3] AI Strategy and Product Integration - Adobe's CEO stated that the company's stock is undervalued as the market is currently focused on semiconductors and AI model training [4] - The latest annual conference was seen as a step towards addressing concerns regarding the competitive landscape of generative AI tools [4] - Adobe announced the integration of an AI assistant in its Creative Cloud apps, including Photoshop and Lightroom, to handle repetitive tasks and provide personalized recommendations [4][5] Collaborative Intelligence and Updates - Adobe introduced over 100 updates under the concept of "collaborative intelligence," where human input and AI capabilities work together [5] - Features such as image upscaling, generative editing, and batch-image processing are part of the Firefly suite, enhancing the creative process for users [5] - The company's AI strategy encompasses its entire product portfolio, with Firefly models being integrated into flagship applications like Photoshop and Premiere Pro [6]

Core Insights - Alphabet's third-quarter 2025 earnings per share (EPS) reached $2.87, exceeding the Zacks Consensus Estimate by 26.99% and reflecting a year-over-year increase of 35.4% [1] - Total revenues for the quarter amounted to $102.35 billion, marking a 16% year-over-year growth (15% at constant currency) [2] Revenue Breakdown - Net revenues, excluding total traffic acquisition costs (TAC), were $87.47 billion, surpassing the consensus estimate by 3% and increasing 17.3% year over year [2] - Google Services revenues rose 13.8% year over year to $87.05 billion, accounting for 85.1% of total revenues, beating the Zacks Consensus Estimate by 2.43% [3] - Google Cloud revenues surged 33.5% year over year to $15.16 billion, representing 14.8% of total revenues for the quarter and exceeding the consensus estimate by 3.25% [3] Advertising Performance - Search and other revenues increased 14.5% year over year to $56.57 billion, surpassing the Zacks Consensus Estimate by 2.58% [4] - YouTube's advertising revenues improved 15% year over year to $10.26 billion, beating the consensus mark by 2.31% [5] - Google advertising revenues grew 12.6% year over year to $74.18 billion, accounting for 85.2% of total revenues, and also exceeded the consensus mark by 2.3% [6] Cloud and AI Developments - Google Cloud ended the quarter with a backlog of $155 billion, up 46% sequentially, with a 34% year-over-year increase in new customers [8] - Revenues from products built on Alphabet's generative AI models grew over 200% year-over-year, indicating strong adoption [10] Operating and Financial Metrics - Total costs and operating expenses for the quarter were $71.12 billion, up 19% year over year, leading to an operating margin of 30.5%, which contracted 180 basis points year over year [11] - Alphabet's cash, cash equivalents, and marketable securities stood at $98.5 billion as of September 30, 2025, an increase from $95.15 billion as of June 30, 2025 [13] Capital Expenditure Guidance - For 2025, Alphabet raised its capital expenditure guidance to between $91 billion and $93 billion, up from the previous estimate of $85 billion [15]

AI Model Development - Google's AI models like Gemini 2.5 Pro, Veo, and Genie are leading in the AI field [1] - Over 13 million developers have utilized Google's generative models [1] - The release of Gemini 3 is anticipated later this year [1] Q3 Earnings Highlights - Google delivered Q3 earnings remarks [1]

Core Insights - Adobe and Google Cloud have expanded their strategic partnership to enhance AI-powered creative technologies, combining Adobe's creative expertise with Google's advanced AI models like Gemini, Veo, and Imagen [1][4][5] Partnership Details - Adobe customers, including professionals and enterprises, will gain access to Google's latest AI models integrated into Adobe applications such as Firefly, Photoshop, and Premiere [2][5] - Enterprise customers can utilize Adobe GenStudio and Adobe Firefly Foundry to customize and deploy brand-specific AI models for generating on-brand content at scale [2][4] Key Areas of Collaboration - The partnership aims to transform content creation by providing tools that enhance creative output and allow for high-impact content production with precision [3][4] - Adobe and Google Cloud will implement a joint go-to-market strategy to expand access to these AI innovations globally, showcasing their combined capabilities [5][6] Additional Context - This announcement follows Adobe's partnership with YouTube, which aims to empower creators by integrating Adobe Premiere's video editing tools with YouTube Shorts [6]

Group 1 - OpenAI launched ChatGPT Atlas, an AI-driven web browser, challenging Google Chrome's dominance and traditional web browsing methods [2][9] - The browser integrates multiple OpenAI products, allowing paid users to control their mouse and keyboard through an "agent" feature [9] - The launch of ChatGPT Atlas led to a 3% drop in Alphabet's stock price shortly after the announcement [9] Group 2 - ByteDance's Seed team introduced Seed3D 1.0, a model that generates high-precision 3D models from a single image, showcasing superior performance in geometry and texture generation [3] - Tencent announced the upcoming internal testing of ima 2.0, which will feature a task mode based on agent capabilities [3] Group 3 - Baichuan released the M2 Plus model, a medical AI that significantly reduces hallucination rates compared to competitors, achieving a hallucination rate three times lower than DeepSeek [4] - Alibaba's Tongyi Qwen 3-VL expanded its model sizes, making it suitable for mobile devices and enhancing developer accessibility [4] Group 4 - Anthropic launched Claude Code, a web-based coding environment that allows developers to run coding tasks directly in the browser [5] - Google integrated real-time information from Google Maps into its Gemini API, enabling AI to access structured data for over 250 million locations [5] Group 5 - Meta confirmed a strategic restructuring involving the layoff of approximately 600 employees in its AI department to enhance operational efficiency [6][7] - Kuaishou announced its entry into the AI programming sector with a comprehensive product matrix, including tools and models for developers [7] Group 6 - Reddit filed a lawsuit against AI startup Perplexity for allegedly scraping data from its platform to train its AI systems [7] - Visual China partnered with several AI companies to develop commercially viable visual models, securing orders from major firms like Alibaba and Microsoft [7] Group 7 - Alibaba's Quark is advancing a significant AI initiative called "C Plan," targeting conversational AI applications and potentially competing with ByteDance's "Doubao" [8] - Netflix expressed its commitment to leveraging AI to enhance storytelling, emphasizing that AI will serve as a tool to improve creator efficiency rather than replace human creativity [8] Group 8 - LiblibAI completed a $130 million Series B funding round, marking the largest disclosed investment in China's AI application sector this year [9] - Shenzhen's Xingji Guangnian Technology launched a new dexterous robotic hand and completed a Pre-A funding round to support its development [9] Group 9 - A recent experiment on a decentralized trading platform showcased AI models competing in cryptocurrency trading, with DeepSeek leading the performance with a 130% increase in total assets [10] - Alibaba's Quark AI glasses are set to begin pre-sales, offering various promotional benefits to early buyers [10] Group 10 - A coalition of over 800 public figures, including AI experts, called for a ban on the development of "superintelligent" AI systems until safety and control measures are established [11] - China's legislative body is working on amendments to the cybersecurity law to enhance AI ethics and safety regulations [11] Group 11 - Huawei is actively recruiting top global AI talent to build a leading AI team and develop advanced models [12] - KuaFuAI launched AipexBase, China's first AI-native backend service platform, aimed at simplifying backend development for developers [12]

Core Insights - Meta is facing increased competition from OpenAI's new app Sora 2, which combines AI video generation with a social feed similar to TikTok and Instagram Reels, achieving over a million downloads within five days of its launch [1] - The success of Sora 2 poses a potential threat to Meta's advertising revenue, projected to reach $192 billion in 2025, as it could reduce user engagement on Facebook and Instagram [1] - Analysts express concerns about the long-term sustainability of Meta's business model in light of emerging competitors like Sora 2, which could lead to lower valuations for Meta's future earnings [1][2] Meta's Competitive Landscape - Sora 2 has outperformed the initial download rate of the ChatGPT app, indicating strong user interest and engagement [1] - Meta's response includes the launch of Vibes, a feature within the Meta AI app that allows users to create and share AI-generated videos, which has seen a significant increase in daily active users from 775,000 to 2.7 million in four weeks [1][2] - Despite the growth of Vibes, it is still considered technically behind Sora 2, which utilizes OpenAI's proprietary models for video generation [1] User Engagement and Retention - Concerns arise regarding user retention for Sora 2, with reports indicating that approximately 98% of initial users stopped using the app by day seven, suggesting it may not become a significant competitor to Meta's platforms [2] - Analysts warn that the novelty of fully AI-generated content may wear off, leading to potential declines in user interest and engagement [2] - Meta's large user base of over 3 billion daily active users provides a competitive advantage, allowing for new monetization opportunities even if one area of growth slows down [2]

RT Google DeepMind (@GoogleDeepMind)Veo is getting new precision editing capabilities that let you easily add or remove elements from a scene - all while preserving the integrity of your original video. 🎥 https://t.co/VWvYDiqjMb ...

Control the shot from start to finish. Provide a starting and ending image, and Veo will generate a seamless video that bridges the two, perfect for artful and epic transitions. Try it today in Flow at flow.google. Learn more: https://blog.google/technology/ai/veo-updates-flow ____ Subscribe to our channel / @googledeepmind Find us on X / googledeepmind Follow us on Instagram / googledeepmind Add us on Linkedin / deepmind ...