New York Times ChineseMay 27, 2026, 13:07 UTC+8

How Google Rebounded and Started Winning the AI Race

谷歌是如何“逆风翻盘”、开始赢得人工智能竞赛的？

Google said regular Gemini users more than doubled in one year to 900 million, while ad revenue rose 16% to $77 billion last quarter, and its Siri partnership with Apple will place Gemini inside future iPhone assistant features.

Why it matters: HKR-H/K/R all pass: NYT ties Google’s comeback narrative to 900M Gemini users, ad growth, and a Siri distribution deal. This is strong industry analysis, not a model launch, so it fits the 78–84 band.

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Take

Google’s sharp edge is making Gemini a default layer, not building the most beloved chat app. The article gives three hard anchors: Gemini regular users reached 900 million, ad revenue rose 16% to $77 billion last quarter, and the Apple Siri deal puts Gemini into future iPhone assistant features. OpenAI’s 900 million users largely choose ChatGPT; Google can inject Gemini through Search, Gmail, Docs, Android, and Siri. That is a different growth curve. The NYT-cited 90% accuracy study on AI Overviews also cuts both ways: Google disputes the number, but it is already willing to push imperfect answers into the highest-traffic surface on the web. I don’t buy the clean “winning the AI race” framing. Google is winning default placement and monetization, which may matter more than leaderboard heat.

Source: New York Times Chinese · cn.nytimes.com
Published: May 27, 2026, 13:07 UTC+8 · May 27, 2026