Serenity（白毛股神）@aleabitoreddit发帖2026-07-22

Google的Gemini AI月活跃用户从7.5亿猛增至9.5亿，每分钟处理220亿API token。增长导致算力不足，进而削减了对Meta等公司的分配。数据表明AI资本支出不

Google的Gemini AI月活跃用户从7.5亿猛增至9.5亿，每分钟处理220亿API token。增长导致算力不足，进而削减了对Meta等公司的分配。数据表明AI资本支出不会放缓。

“$GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min. Compared to 750M back in February. Absurd growth adding 200 million more users in a few months. Kinda explains why they ran out of compute, then cut allocations to $META and others. Very unlikely AI capex will slow down given.”