在人工智能基础设施军备竞赛中，SpaceXAI最新财报显示，其二季度资本支出飙升至183.7亿美元，其中AI专项投入高达158.3亿美元，已接近微软同期总资本开支的四成，正与亚马逊、Alphabet、Meta等巨头竞相加码，引发市场高度审视。
Alphabet在2026年Q2财报电话会上，CEO皮查伊透露：原定6月发布的Gemini 3.5 Pro延期并仍处伙伴测试阶段，谷歌已启动史上最大规模预训练计划，全力打造下一代旗舰Gemini 4，以争夺AGI技术制高点。近期产品布局上已相继推出Gemini 3.6F等。
Alphabet财报披露，AI助手Gemini月活突破9.5亿，即将跻身搜索、YouTube等组成的十亿用户级产品矩阵。用户数较去年翻倍，日活增两倍，较2月7.5亿大幅提升，与ChatGPT差距缩小。增长归因于深度生态集成与功能扩展。
谷歌CEO皮查伊称，AI Overview与AI Mode等生成式AI功能正拉动搜索查询量增长，打破AI取代传统搜索的担忧。AI Mode自去年10月推广后月活破10亿，助推查询阶梯上升，周均导流外部数十亿次点击，凸显AI赋能搜索。
Openai
$8.75
Input tokens/M
$70
Output tokens/M
400
Context Length
$14
$56
1k
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