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How analysts got Google wrong in AI and the widely exaggerated claims of ‘Google’s death’, ETCIO
Since the launch of ChatGPT three years ago, a chorus of analysts, technologists, and even former Google executives have warned that the search giant had fallen behind in the high-stakes race for artificial intelligence dominance. But — Not anymore. Google parent Alphabet has mounted a ferocious comeback, reassured investors with new software breakthroughs, and secured massive chip partnerships that have reshaped the competitive landscape. Following the release of its Gemini 3 model and reports of a potential hardware alliance with Meta Platforms, Alphabet shares have soared, adding nearly $1 trillion in market capitalization since mid-October. The company is now on track to hit a $4 trillion market valuation for the first time.
The rally has been fueled by a vote of confidence from Wall Street’s most influential investor: Berkshire Hathaway. Warren Buffet’s Berkshire Hathaway took a $4.9 billion stake in the company during the third quarter. Conversely, the shifting tide has weighed on rivals; shares of SoftBank Group, a major backer of OpenAI, fell to a two-month low Tuesday. Nvidia Corp, the longtime kingmaker of AI hardware, slid as much as 5.51%, erasing $243 billion in market value on fears that Google’s proprietary chips are becoming a viable alternative to Nvidia’s dominant gear.
Hardware bet that is paying off
“Google has arguably always been the dark horse in this AI race,” told Neil Shah, an analyst and co-founder at Counterpoint Research, to Bloomberg. “[It’s] a sleeping giant that is now fully awake.” Google’s resurgence is built on what CEO Sundar Pichai calls a “full-stack approach.” Unlike OpenAI, which relies on suppliers for compute, Google controls its entire supply chain: the apps (like the new Nano Banana image generator), the data gathered from Search and YouTube, the cloud infrastructure, and the custom silicon. “We’ve taken a full, deep, full-stack approach to AI,” Pichai told investors last quarter. “And that really plays out.”This vertical integration is paying dividends in hardware. For over a decade, Google has developed Tensor Processing Units (TPUs) for its own use. Now, it is opening that hardware to others. In October, Anthropic PBC announced a deal worth tens of billions of dollars to use as many as 1 million Google TPUs.
The Information reported that Meta is in talks to use Google’s chips in its data centers by 2027. While Google declined to address specific plans, a spokesperson noted that the cloud business is seeing “accelerating demand” for its custom silicon.
Google’s Gemini 3 termed ‘big threat’ to ChatGPT
Google released a new AI model, Gemini 3, that improves on its predecessor’s ability to create software programs, organize email and help businesses analyze documents. It can also mix graphics and text together when responding to requests involving travel itineraries, history or art. “We’re in a situation where — because of Google’s size and space and their first-mover advantage in search — Gemini could take market share and cause OpenAI and others to fall behind,” told Mike O’Rourke, the chief market strategist at JonesTrading, an institutional trading firm, to New York Times. He said that such a turn toward Gemini could ripple through the market, raising questions for companies such as Oracle and Microsoft, which OpenAI has committed to pay billions of dollars for computing.
