--- title: "Vol.96 Agent、TPU、生态、安全、开放，Google到底在bet什么？-Next 2026速记" source_name: "屠龙之术" original_url: "https://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1" canonical_url: "https://www.traeai.com/articles/4de4dd9b-0743-4c39-99c0-1ef32e41dd5b" content_type: "podcast" language: "中文" score: 5 tags: [] published_at: "2026-04-23T06:38:00+00:00" created_at: "2026-04-23T11:28:16.450227+00:00" --- # Vol.96 Agent、TPU、生态、安全、开放，Google到底在bet什么？-Next 2026速记 Canonical URL: https://www.traeai.com/articles/4de4dd9b-0743-4c39-99c0-1ef32e41dd5b Original source: https://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1 ## Summary traeai 从博客、播客、视频和推文中筛选高质量技术内容，生成摘要、要点、评分和每日早报。 ## Key Takeaways - - - ## Content Title: Agent\TPU\生态\安全\开放，Google Cloud到底在bet什么？-Google Cloud Next速记 URL Source: http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1 Markdown Content: ![Image 1](https://image.xyzcdn.net/FtlsrL_4pphT5vQAcQnqE2KLfeMh.png) 此期播客录制于美国拉斯维加斯，今天刚刚参加完Google Cloud Next 2026大会的第一天； 信息量巨大，同时感触也颇多，所以趁热打铁更新了此期内容。 今天的内容分3个部分：大会主Keynote、我参加的分论坛、一些小tips。 ![Image 2](https://image.xyzcdn.net/Fn5bWnz81D5cew2BVwWTWxLiRKtE.png) 打个小广告，我这次的slides，以及以前所有自己做的播客配的slides， 还有我日常看的报告、长文、信息化图表我都整理在了我新做的IMA付费报告库之中。 ![Image 3](https://image.xyzcdn.net/FmAiJqeE5HUaLgf8pbSC5YoBA47e.png)![Image 4](https://image.xyzcdn.net/Fr2YXq4Ftoe9NLhVZYs7fE8AjQsU.png) （想加粉丝群的请先+微信：rosicky311) 下面正片开始…… **【时间线】** [02:02](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 正式内容开始 ![Image 5](https://image.xyzcdn.net/FqXGyfqkYtJSXMkiDe-doYiebEiF.png) [02:48](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 章节划分 ![Image 6](https://image.xyzcdn.net/FjPKmWm0CYg4Svyjues4rnrIuFoV.png) [04:21](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) Google Cloud CEO的定调 ![Image 7](https://image.xyzcdn.net/FpP9FO3x-btDLDfA-0k2oWbC-XZs.png) [06:39](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) Google CEO披露新的数据 ![Image 8](https://image.xyzcdn.net/FmaOyKvKecgGVWjXBq6nXI-Ae4eB.png) [07:46](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 核心议题：模型提供+5层架构 ![Image 9](https://image.xyzcdn.net/FgQy4c6WbfdlPZsAJAiKwv8Cyi-u.png) [09:54](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) AI hypercomputer ![Image 10](https://image.xyzcdn.net/FmKTDdlWTpuCPnXpYn2wZss_UXrR.png) [11:51](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 安全+Wiz ![Image 11](https://image.xyzcdn.net/FnGNgYGTNRimzUNYpt6Nc0kUkxYs.png) [12:29](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) “开放”的体现 ![Image 12](https://image.xyzcdn.net/FqFWkPJgN8w9zpngvnI-loOELJoR.png) [13:56](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 我所参加的四场分论坛 ![Image 13](https://image.xyzcdn.net/Fh2XN_Uh7kUWv77T-0StB7gHYUZj.png) [17:16](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 分论坛1-TPU以及Anthropic的实践 ![Image 14](https://image.xyzcdn.net/Foa18f08egpxzXIuoQyGASsF6InK.png) [18:01](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 分论坛2-垂直行业Agent ![Image 15](https://image.xyzcdn.net/Fr3X89ggkXFxxeab4-uY7GAdL3YC.png) [20:47](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 分论坛3-Anthropic眼中的下一代软件 ![Image 16](https://image.xyzcdn.net/FrH5p6rfkUR9uS7pnmCF8L4eQGVC.png)![Image 17](https://image.xyzcdn.net/FiEDOEW_RuyISHAkREdsdTFgrm8M.png)![Image 18](https://image.xyzcdn.net/FumSYCysJV94rODm0AIq71hyf8nx.png) [24:49](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 分论坛4-acquired播客现场录制-TPU的来时路 ![Image 19](https://image.xyzcdn.net/FhOoqxPiZR4khj5kqFe0pBu7UXqy.png) [26:42](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) Tips-投资与并购的暗线 ![Image 20](https://image.xyzcdn.net/Fsw0m-AV6_vA7k4uGk2UEJWfeqN0.png) [29:37](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) Tips-不一样的“叙事” ![Image 21](https://image.xyzcdn.net/FvJ7wGD6vMjE9nKmfK7CUfeT0zDx.png) [31:13](http://www.xiaoyuzhoufm.com/episode/69e9b86a1e94ae6921f519d1) 所以到底在bet什么？ ![Image 22](https://image.xyzcdn.net/FoO2ZE4Jq0O0fMObMOc-SM0E4kjf.png) **【播客简介】** 屠龙之术是一档关注科技、互联网、风险投资的播客， 主播庄明浩是一个游走在互联网和风险投资行业的边缘人士。 其工作多年所积累的认知似乎都成为了某种意义上的”屠龙之术“…… 或许某天再有新的“龙”出现的时候，就是这档播客停更之时。