Gemini 3

Alphabet announces a proposed $80 billion equity offering, including a $10 billion investment from Berkshire Hathaway and a $30 billion underwritten offering, oversubscribed to an expected total of ~$85 billion. In 2026, CapEx is expected to reach $180–$190 billion—six times larger than 2022—primarily for AI infrastructure and compute. Q1 revenue rose 22% YoY to $110 billion and operating income 30% YoY to $40 billion, with AI momentum driving Search, Cloud, YouTube, and Waymo.

November 2025 was a critical inflection point for LLM development, with model performance changing hands five times among three major vendors in six months, coding agents achieving qualitative leaps to daily usability, and emerging tools like Warelay beginning to appear.

姚顺宇在访谈中分享了他在Anthropic和Google DeepMind的工作经历及对AI行业的看法，强调AI个人英雄主义时代的结束和集体主义的重要性。