【Google】谷歌发布史上最强季报 | 2025Q3 | 季度收入超过1000亿美元 | AI全栈战略 | TPU | Willow | 月活跃6.5亿 | Anthropic | AI搜索

最佳拍档 • November 2, 2025

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【播客】AI如何改变软件工程 | Martin Fowler | AI变革 | 软件开发不确定性 | 氛围编程 | 用AI理解遗留代码 | 重构的重要性 | 敏捷开发 | 设计模式 | 零利率时代结束

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【人工智能】Claude中发现灵魂文档 | AI能被赋予自我意识么 | 内置在模型权重中 | Anthropic和Claude的关系 | 大局观和安全观 | 独特人格和功能性情感 | 坚持价值观

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【芯片】AWS正式发布Trainium 3芯片 | 性价比之王 | N3P工艺 | 算力和内存升级 | 两款机架SKU | 交换式拓扑网络 | NeuronCore | 开放软件生态 | 坚持风冷

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【芯片】“中国版英伟达”摩尔线程上市 | 首日暴涨近五倍 | 市值逼近3000亿 | GPU算力水平 | 商业模式 | MTLink | MUSA | 创始团队 | 机构投资者 | 国产芯片扎堆上市

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10月29日，谷歌母公司Alphabet发布了2025年第三季度的业绩报告，并且交出了一份足以载入公司史册的答卷，这是它自成立以来，第一次季度营收突破1000亿美元。更关键的是，在这次财报电话会议上，CEO桑达尔·皮查伊（Sundar Pichai）全程把AI驱动挂在嘴边，从底层芯片到用户端APP，从搜索到云服务，甚至自动驾驶，AI就像一条主线，串起了整个公司的增长。所以今天咱们借着这份财报，顺便拆解一下谷歌的AI业务版图，看看这家科技巨头在AI时代的真实实力究竟如何。

【Google】谷歌发布史上最强季报 | 2025Q3 | 季度收入超过1000亿美元 | AI全栈战略 | TPU | Willow | 月活跃6.5亿 | Anthropic | AI搜索

最佳拍档

About

Latest Posts

【播客】AI如何改变软件工程 | Martin Fowler | AI变革 | 软件开发不确定性 | 氛围编程 | 用AI理解遗留代码 | 重构的重要性 | 敏捷开发 | 设计模式 | 零利率时代结束

【人工智能】Claude中发现灵魂文档 | AI能被赋予自我意识么 | 内置在模型权重中 | Anthropic和Claude的关系 | 大局观和安全观 | 独特人格和功能性情感 | 坚持价值观

【芯片】AWS正式发布Trainium 3芯片 | 性价比之王 | N3P工艺 | 算力和内存升级 | 两款机架SKU | 交换式拓扑网络 | NeuronCore | 开放软件生态 | 坚持风冷

【芯片】“中国版英伟达”摩尔线程上市 | 首日暴涨近五倍 | 市值逼近3000亿 | GPU算力水平 | 商业模式 | MTLink | MUSA | 创始团队 | 机构投资者 | 国产芯片扎堆上市

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