--- title: "Google establishes three future engines: quantum computing, robotics, and AI pharmaceuticals" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/277872035.md" description: "Google recently announced its future strategy, establishing quantum computing, robotics, and AI drug development as core engines for long-term growth. This move aims to address the global competition in generative artificial intelligence and break through the growth bottleneck of its search advertising business. Google plans to transform forward-looking projects into a trillion-dollar market, with research and development investment reaching a historic high. Despite facing challenges from emerging AI search engines, Google's market share remains stable. Waymo's deployment speed in the autonomous driving field surpasses that of Tesla, and it has partnered with DoorDash to develop delivery services" datetime: "2026-03-05T03:34:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277872035.md) - [en](https://longbridge.com/en/news/277872035.md) - [zh-HK](https://longbridge.com/zh-HK/news/277872035.md) --- > 支持的语言: [English](https://longbridge.com/en/news/277872035.md) | [繁體中文](https://longbridge.com/zh-HK/news/277872035.md) # Google establishes three future engines: quantum computing, robotics, and AI pharmaceuticals According to Zhitong Finance APP, Google (GOOGL.US) recently officially unveiled its next phase strategic blueprint, establishing quantum computing, robotics, and AI-driven drug development as the core engines driving the group's long-term growth. The deep motivation behind this strategic transformation stems from the comprehensive upgrade of global generative artificial intelligence competition—Google is accelerating its capture of the commercialization high ground in cutting-edge technology through high-intensity capital investment to break through the growth ceiling of its search advertising business. Reports indicate that the company plans to transform its laboratory-stage "forward-looking projects" into pillar industries with trillion-dollar market potential, with research and development investment intensity expected to reach historical highs. It is understood that, in terms of competitive landscape, Google continues to demonstrate its technological barrier advantages. Despite the emergence of new AI search engines like Perplexity over the past two years, attempting to challenge Google's market position through differentiated technological routes, data shows that these competitors have failed to shake its dominance: in February 2025, Google's global search market share reached 90.15%, and remained stable at 90.01% by February 2026. Although Tesla (TSLA.US)'s autonomous taxi service has been anticipated for many years, Google's Waymo (WAYMO) has outpaced the deployment speed of Elon Musk's company in major urban areas in the United States. Waymo Driver launched in five cities last year and will go live in another five cities this year, with international markets on the horizon. In contrast, Tesla's Robotaxi service is currently only available in certain areas of Austin, Texas. Waymo has also partnered with DoorDash (DASH.US) to develop autonomous delivery services. Google's Senior Vice President and Chief Financial Officer, Prabhakar Raghavan, stated that they remain focused on converting the surge in capital expenditures into future profitability. "Looking back at the autonomous driving experiments Waymo launched five to ten years ago, some projects have now entered the commercialization phase, but a considerable proportion are still in the technology validation stage," Raghavan said on Tuesday at the Morgan Stanley Technology, Media & Telecom Conference. "Supporting these cutting-edge explorations is the Gemini infrastructure and advanced model system, which serves as Google's technological foundation. For example, in terms of cloud computing strategy—as I mentioned in the earnings call, this year we will deploy more than half of our machine learning computing power resources to the cloud, marking a significant upgrade in our technological architecture." In terms of technological investment, Google is continuously increasing its capital expenditures. Actual capital expenditures are expected to reach $91 billion in 2025, significantly higher than the initial guidance range of $70-75 billion; while planned expenditures for 2026 will jump to the range of $175-185 billion. Although about 70% of this massive investment is directed towards data center expansion and core computing power enhancement, a considerable portion of funds is also allocated to future innovation areas such as quantum computing, robotics, and AI drug development, forming a dual-driven pattern of "current competitiveness" and "future growth poles." "We have not yet delved deeply into the potential of Isomorphic Labs and how AI can reconstruct the drug development paradigm—especially in tackling current medical challenges and making groundbreaking contributions to human health," Ashkenazi said. "This is precisely where my professional background lies, and I understand well that when AI can compress the new drug development cycle from ten years to three years, it is not only a technological leap but also a paradigm revolution in the global health sector." She further elaborated on the quantum computing strategy: "Although quantum computing has not yet entered the commercialization stage, we expect to achieve key application breakthroughs within five years. The team has made substantial progress in optimizing algorithms and hardware collaboration, and in the future, we will unleash disruptive potential in fields such as materials science and cryptography." When discussing the robotics business, she emphasized: "Robotic technologies, including Intrinsic, are deeply integrated with AI, giving rise to multiple emerging growth poles within Google. This precisely reflects the importance of strategic investment discipline—we need to make precise selections among dozens of frontier fields, and the three core tracks currently confirmed all have market potential in the tens of billions." "The results of these investments have begun to show," she presented data to support her statement, "The return on invested capital (ROIC) improvement plan we committed to two years ago is now showing results in the data; it has already brought revenue growth to multiple business units and will drive future growth." ### 相关股票 - [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [Global X Data Center & Dgtl Infrs ETF (DTCR.US)](https://longbridge.com/zh-CN/quote/DTCR.US.md) - [Roundhill GOOGL WeeklyPay ETF (GOOW.US)](https://longbridge.com/zh-CN/quote/GOOW.US.md) - [SPDR S&P Software (XSW.US)](https://longbridge.com/zh-CN/quote/XSW.US.md) - [Doordash (DASH.US)](https://longbridge.com/zh-CN/quote/DASH.US.md) - [ISHRS S&P Glb It (IXN.US)](https://longbridge.com/zh-CN/quote/IXN.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [Global X Internet (SNSR.US)](https://longbridge.com/zh-CN/quote/SNSR.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [First Trust Index NextG ETF (NXTG.US)](https://longbridge.com/zh-CN/quote/NXTG.US.md) - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [iShares Expanded Tech Software Sector ETF (IGV.US)](https://longbridge.com/zh-CN/quote/IGV.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md) - [Proshares Big Data Refiners ETF (DAT.US)](https://longbridge.com/zh-CN/quote/DAT.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-CN/quote/PSI.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) ## 相关资讯与研究 - [Google in Talks With Poolside to Revive Data Center Project](https://longbridge.com/zh-CN/news/281507610.md) - [Experts urged Google to prohibit AI Videos targeting young YouTube users](https://longbridge.com/zh-CN/news/281386661.md) - [Google rolls out AI Inbox feature to organise emails in Gmail: Report](https://longbridge.com/zh-CN/news/281310131.md) - [Google Launches Gemma 4 For Advanced On-Device AI](https://longbridge.com/zh-CN/news/281653590.md) - [Google's Nobel Prize-Winning AI Chief: 'We Don't Feel Any Pressure' While OpenAI Burns $14 Billion](https://longbridge.com/zh-CN/news/281220147.md)