谷歌在其年度开发者大会上推出了基于 Gemini 3.5 Flash 的新一代 AI 代理，面向普通用户与开发者双线发力。其 Gemini 应用每月有 9 亿用户，Search 每月覆盖超过 30 亿用户，显示出其正在把代理功能推向大众。

OpenAI 目前在消费级 AI 领域的领先地位受到压力；谷歌发布速度据称比其他前沿模型快 4 倍的 Gemini 3.5 Flash 后，外界对 ChatGPT 旗舰地位的疑问进一步加深。与此同时，Alphabet 市值已接近 5 万亿美元，1 月还只是刚超过 4 万亿美元。

但 AI 热潮也推高了成本：谷歌服务每月消耗的 token 从一年前的 48 万亿跃升至 3.2 千万亿，年度资本开支最高将达 1900 亿美元，是四年前的 6 倍。面对芯片与能源价格上涨，谷歌正考虑通过提高效率、设置使用上限和加强广告变现来平衡增长与支出。

Google unveiled a new generation of AI agents powered by Gemini 3.5 Flash at its annual developer conference, targeting both regular users and developers. Its Gemini app has 900 million monthly users, and Search reaches more than 3 billion monthly users, showing that it is bringing agent features to the masses.

OpenAI’s lead in consumer AI is under pressure; after Google released Gemini 3.5 Flash, which it says is four times faster than other frontier models, questions about ChatGPT’s flagship position have intensified. At the same time, Alphabet’s market value has climbed to within a hair’s breadth of $5 trillion, after only just passing $4 trillion in January.

But the AI boom is also driving up costs: the tokens consumed by Google’s services have surged from 480 trillion a year ago to 3.2 quadrillion a month, and annual capital expenditure could reach as much as $190 billion, six times the level of four years ago. With chip and energy prices rising, Google is looking at improving efficiency, imposing usage caps, and leaning more heavily on advertising to balance growth and spending.

Source: Google is dethroning OpenAI as the king of consumer AI

Subtitle: But its users are burning through quadrillions of tokens a month

Dateline: 5月 21, 2026 03:18 上午 | Mountain View