Google debuts new Gemini models

Summary

CNBC's MacKenzie Sigalos reports that Alphabet has launched three new Gemini AI models ahead of its earnings, targeting areas like cybersecurity and coding. The new offerings emphasize Google's cost advantage from owning its own chips and cloud infrastructure, while providing a clear roadmap to investors. The report contrasts Google's position with a rival model that hit a compute wall.

• Google debuts three new Gemini models: a cybersecurity model, an improved Flash model, and a slimmer Flash workhorse.
• The cybersecurity model directly challenges Anthropic and is initially limited to governments and trusted partners.
• Improved Flash model boosts coding performance while using up to 17% fewer tokens.
• Slimmed-down Flash handles repetitive tasks, widening Google's price advantage across the lineup.
• Google's ownership of chips and cloud infrastructure gives it more control over cost and capacity.
• Rival model Kimi K3.1 hit a compute wall and paused subscriptions, underscoring Google's scale advantage.
• Ahead of earnings, Google offers a clear roadmap, with a Pro model in testing and its largest training run underway.