In 2025, Google (GOOGL) rebounded significantly, overcoming perceptions of lagging behind OpenAI in the AI race. Following a 36% stock price increase in 2024, Google effectively launched its Gemini 3 AI models, prompting OpenAI CEO Sam Altman to declare a “code red” response. Key metrics showed Google catching up on monthly active users (MAUs), with a reported 34% GCP revenue growth to $15.1 billion. Google’s deeper integration of AI in Search, including its ChatGPT-like AI Mode, further strengthened its market position. Notably, the Gemini 3 model gained traction, surpassing ChatGPT in MAU growth and receiving endorsements from industry leaders. Despite facing antitrust challenges, such as losing a case related to online advertising monopolies, Google maintained its Chrome browser distribution model. Additionally, progress in self-driving technologies and new partnerships positioned Google well for sustained success into 2026. Overall, Google’s strategic developments reinforce its dominance in the AI landscape.
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