本周值得期待的谷歌动态

内容来源:https://www.technologyreview.com/2026/05/18/1137439/what-to-expect-from-google-this-week/
内容总结:
本周谷歌开发者大会看点:能否在AI竞赛中逆袭?
本周,谷歌将举办年度开发者大会I/O。与一年前的春风得意不同,如今这家科技巨头在基础模型竞赛中已明显落后,跌至第三名。其核心短板在于编程能力——Anthropic的Claude Code和OpenAI的Codex表现远超谷歌自家工具,以至于有报道称,谷歌甚至允许旗下AI部门DeepMind的部分工程师使用Claude,以免落后更多。
本次大会,外界最关注的是谷歌如何“收复失地”。据悉,DeepMind已组建新的AI编程团队,甚至让诺贝尔化学奖得主约翰·江珀也参与其中。大会很可能推出重大编程产品更新,例如其智能体编程平台Antigravity的升级版。不过,鉴于谷歌内部员工此前仍在争抢Claude Code的使用权限,业界普遍认为,除非有惊人突破,否则谷歌很难在短期内重回编程领域前沿。
科学与健康:谷歌的“王牌”领域
编程虽是短板,但科学领域却是谷歌的显著优势。它是唯一获得诺贝尔奖的AI公司。去年,谷歌发布了包括“AI联合科学家”和“AlphaEvolve”在内的多款科学AI工具,持续巩固领先地位。此外,健康领域也是关注焦点。谷歌将于明天推出AI健康教练,但宣传材料显示,该工具更侧重健身和饮食建议,而非医疗诊断。这究竟是谷歌再次落后,还是其在高风险领域的审慎之举,值得观察。
“宫斗”之外,谷歌能否保持中立形象?
当谷歌粉丝齐聚山景城时,约30英里外的奥克兰,马斯克与奥特曼的官司即将落幕。与OpenAI和Anthropic高管的频繁冲突不同,DeepMind的哈萨比斯一直远离纷争,以诺贝尔奖得主的学者形象示人。不过,谷歌也并非毫无争议:上月,600名员工(多数来自DeepMind)曾致信CEO皮查伊,抗议公司与美国国防部的合作。尽管高管们会在台上尽量回避敏感话题,但争议仍难以完全屏蔽。谷歌能否维持其“中立”的表象,值得玩味。
中文翻译:
本周谷歌有何看点
谷歌在关键领域已落后于最接近的竞争对手,它能否迎头赶上?
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当谷歌明天拉开年度开发者大会I/O的帷幕时,它将以基础模型竞赛中明确的第三名身份登场。一年前的谷歌I/O 2025大会上,形势截然不同:当时公司仍因3月推出的Gemini 2.5 Pro而势头正盛,区分顶级大语言模型往往像主观的吹毛求疵。
但如今基础模型的声誉很大程度上取决于其编码能力,而数月来,谷歌的编码工具已被Anthropic的Claude Code和OpenAI的Codex超越。这些系统如此显著地优于谷歌自身产品,以至于据报道公司不得不允许其AI部门DeepMind的部分工程师在工作中使用Claude——以免落后更远。
因此,当我明天抵达加州山景城的会场时,我定会密切关注谷歌为重夺领先地位而做的任何努力。但我同样渴望看到谷歌在前沿领域——如科学AI——取得的新进展。公司在此方面的动向或许关注度较低,但其重要性丝毫不减。
以下是我在未来两天将特别关注的三件事。
编码领域的反攻尝试
谷歌正认真对待其AI编码危机。据《信息》报道,DeepMind已成立新的AI编码团队。《洛杉矶时报》则报道,因蛋白质结构预测软件AlphaFold与DeepMind CEO戴米斯·哈萨比斯共同获得2024年诺贝尔化学奖的约翰·詹珀,正将其才智投入相关工作中。若我们在I/O上未见到重大新编码产品发布——或许以公司反重力智能编码平台更新形式出现——我会感到意外。
话虽如此,我们不应期待任何突破性进展。谷歌内部员工使用的模型和产品远优于公开发布版本,但据报道上月他们仍在争夺Claude Code的使用权限。除非公司自那时起取得惊人进步,否则谷歌大概率无法在未来两天内重回编码前沿。
科学与健康领域
编码或许是谷歌DeepMind的短板,但科学是其显著优势。它是唯一获得诺贝尔奖的前沿AI公司。随着大语言模型主导科学AI领域,谷歌反而巩固了领先地位。去年,公司发布了多款科学AI工具,包括AI协同科学家(可根据用户问题制定假设和研究计划,被斯坦福科学家称为“神谕”)和AlphaEvolve(可迭代发现数学与计算问题新解法的系统)。若I/O上宣布任何新科学工具,都值得关注。
我还会密切关注谷歌在健康医疗领域的任何举措。谷歌在基于大语言模型的健康工具方面进行着一些顶尖研究,但自1月ChatGPT Health发布以来,OpenAI定义了健康AI的讨论方向。谷歌已宣布将于明天公开发布AI驱动的健康教练,但宣传材料显示该工具更侧重于健身和饮食建议,而非解决用户医疗关切。这是谷歌又一次落后,还是公司在高风险领域采取了恰当谨慎的态度?
戏剧性事件
当谷歌粉丝聚集在山景城时,约30英里以北的奥克兰,埃隆·马斯克诉萨姆·奥尔特曼案即将结案。过去数月AI CEO间的戏剧性事件层出不穷——庭审前,奥尔特曼与Anthropic CEO达里奥·阿莫迪的敌意成为焦点,因Anthropic和OpenAI正与美国国防部谈判协议。但DeepMind的哈萨比斯大多避开了此类纷争。他有效地将自己塑造成诺奖得主式的书呆子形象,即便写过关于同行的檄文,也从未泄露给媒体或出现在法律证据中。
这并非说谷歌毫无争议。上月,包括许多DeepMind员工在内的600名员工致信CEO桑达尔·皮查伊,抗议即将达成的国防部协议。谷歌次日便签署了该协议。哈萨比斯、皮查伊及其他高管在台上定会尽力回避这些敏感话题,但争议仍会渗透进来。届时观察谷歌能否维持其中立姿态将颇为有趣。
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What to expect from Google this week
The company has fallen behind its closest competitors where it matters most. Can it catch up?
This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here.
When Google opens its doors tomorrow for its annual developer conference, I/O, it will do so as a clear third place in the foundation model race. A year ago, at Google I/O 2025, the situation looked very different: The company was still riding high from the launch of Gemini 2.5 Pro that March, and distinguishing among the top-tier large language models often felt like a subjective splitting of hairs.
But a foundation model’s reputation these days rests largely on its coding capabilities, and for months Google’s coding tools have been outgunned by Anthropic’s Claude Code and OpenAI’s Codex. Those systems are so dramatically superior to Google’s own offerings that the company has reportedly had to allow some engineers at DeepMind, its AI division, to use Claude for their work—lest they fall farther behind.
So when I arrive at the conference in Mountain View, California tomorrow, I’ll certainly be on the lookout for any efforts Google is making to claw its way back into frontrunner position. But I’m also eager to see new developments in areas where Google shapes the cutting edge, such as AI for science. The company’s moves there might receive less attention, but they will be no less consequential.
Here are three things I’ll be paying particular attention to over the next two days.
An attempted coding comeback
Google is taking its AI coding crisis seriously. According to reporting from The Information, there’s a new AI coding team at DeepMind. And the Los Angeles Times has reported that John Jumper, who shared a 2024 Nobel Prize in chemistry with DeepMind CEO Demis Hassabis for their work on the protein structure prediction software AlphaFold, is lending his talents to the efforts. I would be surprised if we don’t see a major new coding release at I/O, perhaps in the form of an update to the company’s Antigravity agentic coding platform.
That said, we shouldn’t expect anything transformative here. Googlers have access to models and products that are substantially ahead of those released to the public, yet they were still reportedly fighting over who got access to Claude Code last month. Unless the company has made astonishing progress since then, Google probably won’t make it back to the coding frontier in the next two days.
Science and health
Coding might be Google DeepMind’s weakness, but science is its conspicuous strength. It is the only frontier AI company to have earned a Nobel Prize. And as LLMs have come to dominate the AI-for-science landscape, Google has only solidified its lead. Last year, the company released multiple scientific AI tools, including the AI co-scientist, which formulates hypotheses and research plans in response to user questions and has been described as an “oracle” by one Stanford scientist, and AlphaEvolve, a system that iteratively discovers new solutions for mathematical and computational problems. If any new scientific tools are announced at I/O, they’ll be worth noting.
I’ll also be paying close attention to any moves Google makes in health and medicine. Google is doing some of the best research out there on LLM-based health tools, but OpenAI has defined the health AI conversation since the release of ChatGPT Health in January. Google has announced that it will be making its AI-powered Health Coach publicly available tomorrow, but promotional material suggests that the tool is geared more toward providing advice on topics such as fitness and diet than to addressing users’ medical concerns. Is this another area where Google has fallen behind, or is the company exercising appropriate caution in a high-stakes domain?
The drama
While Google fans congregate down in Mountain View, roughly 30 miles north in Oakland the Elon Musk v. Sam Altman trial will be wrapping up. The past few months have seen more than their fair share of AI CEO drama—before the trial, the animosity between Altman and Anthropic CEO Dario Amodei took center stage as Anthropic and OpenAI worked to negotiate deals with the US Department of Defense. But DeepMind’s Hassabis has, for the most part, steered clear of such drama. He effectively presents himself as a Nobel Prize-winning nerd, and if he has written screeds about any of his peers, they haven’t been leaked to the press or appeared in legal discovery.
That’s not to say that Google is controversy free. Last month, a group of 600 employees, many of whom work for DeepMind, sent a letter to CEO Sundar Pichai protesting an impending DoD deal. Google signed that deal the next day. Hassabis, Pichai, and all the other big names will surely do their best to skirt these and other touchy subjects while on stage, but controversies will worm their way in regardless. It will be interesting to see whether Google can maintain its veneer of neutrality.
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