如果你在两年前问一个硅谷投资人，AI最核心的竞争壁垒是什么，答案几乎是一致的：算力。谁有更多的GPU，谁就有更强的模型，谁就赢了。
圖像加註文字，上海某工廠的人形機器人例如，迪士尼與OpenAI旗下Sora簽訂了價值10億美元（7.3億英鎊）的協議，使其得以使用《星際大戰》、《皮克斯》及《漫威》的角色。
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The financial implications validate this direction. Google reported that AI features contributed to a 10% increase in search revenue, reaching $50.7 billion in Q1 2025. This isn't a failing experiment that might be discontinued. It's a successful product innovation that's generating substantial revenue while improving user experience. Google has every incentive to expand AI Mode and integrate its capabilities more deeply into standard search.