皮查伊：Gemini 5.0 将明显强于 Gemini 4 Argon

P Equity Research 📰 @pequityresearch原推发布于 2026.10.22

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CEO of Google, Sundar Pichai, on why Google keeps spending on capex despite negative free cash flow: "The strength and durability of the demand signals we are seeing. To do something like this, you have to be confident at multiple levels. One is, I think we are fortunate to have early signals from such a diversified opportunity set, all the way from consumers to enterprise. We are seeing that robust demand signals." "You are also getting sense of breakthroughs from research which give you a sense of okay, will Gemini 5.0 be much better than where Gemini 4 Argon is? The answer is yes." "We also have durable long term contracts with committed revenue which we are signing, so it is not just hope right?" Via @alexeheath $GOOGL