In 2021, a team within Google proposed replacing traditional search results with an AI chatbot. However, the idea was shelved, fearing damage to Google’s $200 billion revenue stream. This hesitation allowed OpenAI to take the lead with ChatGPT in late 2022, highlighting Google’s slow commercialization of its own technological breakthroughs, such as the transformer architecture. Fast forward to 2023, Google is making a strong comeback, driven by its Gemini 3 model and burgeoning demand for its tensor processing units (TPUs). This full-stack AI ecosystem includes applications, foundational models, infrastructure, and chips, resulting in significant market capitalization growth. Google’s innovative strides have made it a formidable competitor, as it recently earned acclaim for Gemini 3’s capabilities. Despite OpenAI’s consumer popularity and market presence, Google’s resurgence has sparked a renewed interest in its AI potential, destabilizing the notion that it was lagging in the industry.
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