SemiAnalysis: Gemini 3 Pro May Mark Google's Competitive Peak, Cloud Business to Benefit Most
By: www.theblockbeats.info|2026/08/07 08:04:50
0
Share
Prefer us on Google
On August 7, market attention on Alphabet AI shifted from model rankings to cloud business monetization. AI market research firm SemiAnalysis's latest report indicates that Google's DeepMind team has undergone a deep restructuring, with Demis Hassabis stepping back from daily management, Jeff Dean founding Discovery Loop, and Koray Kavukcuoglu taking over Gemini/DeepMind. SemiAnalysis believes that Gemini 3 Pro may represent a peak in Google's model competitiveness, predicting that its performance in 2026 will significantly lag behind OpenAI and Anthropic. The report highlights that Google Cloud will be the biggest beneficiary of this adjustment, with resource allocation shifting towards cloud business and TPU commercialization. Estimates suggest that Gemini's annual recurring revenue (ARR) in the second quarter of 2026 will be around $12 billion, while by the end of 2027, GCP's third-party AI IaaS/TaaS ARR could exceed $73 billion, and TPU sales are expected to reach $120 billion. GCP grew by 82% last quarter, partly due to sales of TPU systems to external SPVs. SemiAnalysis argues that if Gemini continues to fall behind, it will weaken Alphabet's narrative in the cutting-edge model race. However, if GCP can consistently convert TPU and computing power demands into revenue, market valuations of Alphabet will increasingly rely on cloud infrastructure and enterprise AI platforms.
-- Price
--
--
--
This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.
You may also like
Jeff Yew Plans to Establish a Tech Park in Malaysia
1500 Bid Farewell to Jeff Dean in the Last 48 Hours Before His Departure
Bezos Claims Amazon's Core Competitive Advantage in the AI Era is Its Unchanging Business Principles for Thirty Years
Bezos's AI startup Prometheus has completed a $12 billion Series B funding round, with participation from JPMorgan, BlackRock, and others
According to GeekWire, AI startup Prometheus, co-founded by Jeff Bezos, has completed a $12 billion Series B funding round, with a valuation of approximately $41 billion. Investors include JPMorgan Chase, BlackRock, Goldman Sachs, DST Global, and Arch Venture Partners.Prometheus has dropped "Project...
PayPal announced a strategic reorganization, with the three integrated business segments including "payment services and cryptocurrency."
Payment giant PayPal officially announced the launch of a strategic reorganization, simplifying its business into three core segments: payment checkout and PayPal, consumer financial services and Venmo, and cryptocurrency and payment services. The cryptocurrency and payment services segment is liste...
Bezos's AI LAB is valued at nearly $38 billion in financing deals
Jeff Bezos is about to complete a $10 billion financing deal, with the valuation of his lab reaching $38 billion. This lab focuses on developing artificial intelligence technologies that can understand the physical world and transform engineering and manufacturing.According to insiders, the company,...
U.S. lawmakers question the Kansas City Federal Reserve, demanding disclosure of details regarding the approval of Kraken's main account
According to Cointelegraph, Maxine Waters, a senior Democrat on the U.S. House Financial Services Committee, has written to Jeff Schmid, president of the Kansas City Federal Reserve Bank, requesting an explanation regarding the approval of a limited-purpose master account for Kraken Financial.Waters...
Amazon founder Jeff Bezos is negotiating to raise $100 billion for a new AI fund in manufacturing
According to The Wall Street Journal, Amazon founder Jeff Bezos is in early talks to raise a new fund of $100 billion, which will acquire manufacturing companies and use artificial intelligence technology to accelerate their transformation towards automation.The Amazon founder is meeting with some o...
AI cybersecurity startup RunSybil completes $40 million financing, led by Khosla Ventures
AI cybersecurity startup RunSybil has completed a $40 million financing round, led by Khosla Ventures, with participation from S32, Anthropic's Anthology Fund, Menlo Ventures, Conviction, and Elad Gil. Angel investors include Nikesh Arora, Amit Agarwal, Jeff Dean, and several founders and executives...
2026 Hurun Global Rich List: 23 entrants in the cryptocurrency sector, with CZ ranking 12th among Chinese entrepreneurs
The Hurun Research Institute released the "2026 Hurun Global Rich List," with the wealth calculation cutoff date of January 15, 2026. Binance founder CZ has a wealth of 200 billion RMB, ranking 12th on the Chinese entrepreneurs list and 76th in the world. There are a total of 23 billionaires in the ...
6GW Nuclear Power Supply Agreement: Non-Binding Framework with Nano Nuclear and Tillman
Nano Nuclear Energy (NANO Nuclear Energy·$NNE) has entered into a non-binding commercial framework with Tillman affiliates to explore a power supply plan for micro-reactors exceeding 6GW in the U.S. AI industrial zone.
Taxes: Who Gained and Who Lost from the Changes Implemented by Javier Milei
The government "returned to the private sector" the equivalent of 3 points of GDP, as stated by the President. However, some sectors received more while others lost.
Bitcoin Breaks Free, Altcoins Take the Stage – Steady Lads
Bitcoin, Ethereum, and the entire crypto market have surged in recent days. Cara from Steady Lads analyzes all of this.
Is Zhao Changpeng Still at the Poker Table After the Peace Hotel?
Ika-Based Wallet Expands for AI Agents
human.tech has expanded the Ika network-based wallet protocol into a distributed signature infrastructure for AI agents and decentralized applications. The wallet is designed to combine distributed signatures and authority control.
FBI Agent and $1 Million Cryptocurrency Theft: What We Know About the Case
The case, centered around the theft of approximately $1 million in cryptocurrency, has led to the arrest of senior FBI special agent Patrick Stephen Yarmoh. According to investigators, the employee, who had access to information classified as "Top Secret," transferred digital assets from the wallets...
Artificial Intelligence: The AI Bubble Won't Burst, It Will Just Deflate
The AI bubble is not expected to burst suddenly according to several economists; it will slowly deflate and sort the winners from the losers.
Flowra launches Open Orderflow Auction for Solana validators
Roche and Eli Lilly Obtain FDA Authorization for Alzheimer’s Blood Test
The FDA has authorized Elecsys pTau217, a blood test developed by Roche in collaboration with Eli Lilly to help assess indications of Alzheimer’s disease in individuals aged 55 and older who show signs, symptoms, or complaints of cognitive decline. The test can be used on analyzers installed in the ...
Breaking: Bitcoin Soars. The US May Unleash Nearly $1 Trillion in Liquidity
Hawk Fire Forces Evacuation of 90,000 People Near Reno
The Hawk fire, attributed to human causes and still uncontained, has already burned over 15,000 acres near Reno and put about 90,000 people under evacuation orders or warnings. Nevada has declared a state of emergency as firefighters face winds, heat, and dry conditions that could exacerbate the eme...
MSTR Capital Increase: Strategy Raises $2.01 Billion but Bitcoin Remains Steady
Russia claims that three people, including two children, died in a drone attack in Krasnodar
Russian authorities reported the death of three people, including two children, in Krasnodar following a drone attack that also caused damage to civilian facilities and Ozon warehouses. Ukraine claimed to have hit dozens of Russian targets, while several Ukrainian regions experienced power outages a...
Trump claims hospitals are reversing gender surgeries, but the facts tell a different story
Donald Trump's statement about alleged "reverse surgeries" ordered at hospitals contrasts with funding policies, legal agreements, clinical evidence, and injunctions issued by federal judges.
Trump defends his political endorsements despite ten defeats in Republican primaries
Donald Trump claimed his political endorsements are "stronger than ever" and presented a success rate of 97%, even though ten candidates he backed lost Republican primaries this year.
New Mexico to Maintain State Coverage for Gender Affirmation Care for Minors
New Mexico will continue to provide gender affirmation care for minors with state resources when the federal cuts to Medicaid and CHIP take effect, a decision that reinforces its role as a healthcare refuge in the southwestern United States.
What is a public key in crypto? Keys, addresses, and signatures explained
What is Bitcoin dominance and how to read its chart
What is Etherscan and how do you use it?
What is a margin call? A guide to forced selling and leverage risk
Jeff Yew Plans to Establish a Tech Park in Malaysia
1500 Bid Farewell to Jeff Dean in the Last 48 Hours Before His Departure
Bezos Claims Amazon's Core Competitive Advantage in the AI Era is Its Unchanging Business Principles for Thirty Years
Bezos's AI startup Prometheus has completed a $12 billion Series B funding round, with participation from JPMorgan, BlackRock, and others
According to GeekWire, AI startup Prometheus, co-founded by Jeff Bezos, has completed a $12 billion Series B funding round, with a valuation of approximately $41 billion. Investors include JPMorgan Chase, BlackRock, Goldman Sachs, DST Global, and Arch Venture Partners.Prometheus has dropped "Project...
PayPal announced a strategic reorganization, with the three integrated business segments including "payment services and cryptocurrency."
Payment giant PayPal officially announced the launch of a strategic reorganization, simplifying its business into three core segments: payment checkout and PayPal, consumer financial services and Venmo, and cryptocurrency and payment services. The cryptocurrency and payment services segment is liste...
Bezos's AI LAB is valued at nearly $38 billion in financing deals
Jeff Bezos is about to complete a $10 billion financing deal, with the valuation of his lab reaching $38 billion. This lab focuses on developing artificial intelligence technologies that can understand the physical world and transform engineering and manufacturing.According to insiders, the company,...
...
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com
