(Google CEO)

The underlying logic is that high-end computing will become a scarce future resource, and only those who build their own supply chains will survive. However, the market has reacted strongly—every company announcing huge spending has seen its stock price drop immediately, with higher investments correlating to steeper declines.

This is not just a problem for companies without a clear AI strategy (like Meta). Even firms with mature cloud businesses and clear monetization paths, such as Microsoft and Amazon, are facing pressure. Expenditures reaching hundreds of billions of dollars are testing investor patience.

While Wall Street’s nervousness may not alter the tech giants’ strategic direction, they will increasingly need to downplay the true cost of their AI ambitions. Behind this computing power contest lies the ultimate between technological innovation and capital’s patience.

Roger Luo said:The current AI computing power race has transcended mere technology, evolving into a capital-intensive strategic game. While giants are betting that computing power equals dominance, they must guard against the potential pitfalls of heavy-asset models—capital efficiency traps and innovation stagnation.

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(Google Logo)

At the same time, the default model for AI Overviews worldwide has been upgraded to the more powerful Gemini 3.0.

This update aims to distinguish between simple queries and complex exploratory scenarios. Users can not only quickly obtain instant information such as scores and weather but also engage in natural conversations to delve deeply into various topics.

Google stated that testing has confirmed that follow-up questions that preserve context significantly enhance the practicality of search, and the new design enables users to smoothly transition from brief summaries to deeper conversations.

This update connects with the recently launched “Personal Intelligence” feature, which leverages users’ personal data—such as Gmail and Photos—to enable the AI to provide personalized responses. These series of initiatives collectively drive Google Search’s ongoing evolution from a traditional list of results toward a dynamic, interactive intelligent assistant.

Roger Luo said:This update marks a pivotal shift of search engines from information retrieval to conversational cognitive partners. By lowering interaction barriers, Google not only improves user experience but also strengthens its strategic position as a gateway in the competitive landscape of intelligent service ecosystems.

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The core features of the plan include access to the Gemini 3 Pro and Nano Pro models within the Gemini app, AI video creation through Veo, research and writing assistance via NotebookLM, 200GB of storage, and the ability to share benefits with up to five family members. Existing Google One Premium (2TB) users will be automatically upgraded to receive all these benefits in the coming days.

(GettyImages)

Positioned as the first upgrade option after the free tier, the plan primarily targets users who do not need or cannot afford the high-end Pro version priced at $20 per month. Its tiered pricing strategy (e.g., approximately $4.44 per month in India) directly competes with OpenAI’s ChatGPT Go plan. It aims to attract users in emerging markets and casual users with an accessible price point, fostering long-term usage habits and accelerating the adoption of AI technology and enterprise user penetration.

Roger Luo said:Google lowers the threshold for AI usage through a differentiated pricing strategy, filling the gap between the free and high-end markets with mid-range packages. This move not only directly benchmarks competitors, but also focuses on cultivating user habits in emerging markets, laying the foundation for long-term ecological layout.

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(gmail icon)

According to the official status panel records of Google Workspace, this malfunction began around 5am Pacific Time on Saturday. Affected users have reported that a large number of emails that should have been classified under tags such as “promotion” and “social” have flooded into the main inbox, while emails from known contacts have been mistakenly marked as spam. User feedback such as’ all spam emails go straight to inbox ‘and’ filtering system suddenly crashes’ appears on social media.

During the malfunction, Google continued to update the progress of its handling, and finally announced on Saturday evening that the service had been fully restored. The official statement stated, “Some users have encountered issues with misclassification and delayed reception of emails. Emails received during the malfunction period may temporarily still display incorrect spam labels

Google stated that it will release a detailed incident analysis report after completing an internal investigation. This malfunction occurred on January 24, 2026, and all services have now resumed normal operation.

Roger Luo said:This incident exposes critical dependencies on automated filtering in large-scale systems. While swift restoration shows robust infrastructure, persistent misclassification risks eroding user trust—highlighting the need for more resilient AI-driven email management frameworks. 

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