Chubby♨️@kimmonismus · X文章的核心论点是 Google 凭借其分发优势，在 AI 分发竞赛中占据了有利位置。目前 Gemini 拥有 9 亿用户，这主要归功于向 Android 用户进行的默认应用替换，以及向 Google 搜索用户推送的 AI 概览。其大语言模型 token 用量在 12 个月内从 480 万亿增长至 3.2 千万亿。为支撑此规模，Google 计划今年投入 1900 亿美元用于基础设施。Google 的关键优势在于能够利用庞大的 Android 设备基础，通过其搜索和 AI 模式免费向用户推广 Gemini。这一策略的部分成本优势源于自研的 TPU 芯片，使其在推理和训练上更独立，并能基于自身盈利补贴免费 AI 服务。尽管游戏远未结束，但 Google 的开局位置非常出色。
I'm not sure if Google is winning the AI race. However， I think they're winning the AI distribution race， which is a different thing.
900M Gemini users is impressive on a slide. But a huge chunk of that is Android users who got a default app swap and Search users who got AI Overviews without opting in. But that doesnt mean its a bad thing.
9.7 trillion tokens/month two years ago. 480 trillion last year. 3.2 quadrillion now. That's a 7x jump in twelve months. To keep that going， Google plans to spend $190 billion on infrastructure this year.