Google is gaining traction in the AI landscape with its new Gemini 3 model, as highlighted by AI expert Andrew Ng in a recent interview at the World Economic Forum 2026 in Davos. While Gemini 3 demonstrates significant capabilities, Ng warns that no single company holds a dominant position in the intensely competitive AI race. The sector remains vibrant, with companies like OpenAI and Anthropic advancing rapidly. Google’s strategic innovations, such as NotebookLM and Google Beam, exemplify its commitment to AI advancements, alongside its strong performance in key benchmarks. Ng notes that both Gemini and ChatGPT are leading platforms, with ChatGPT’s consumer brand and Google’s extensive distribution providing competitive advantages. Furthermore, opportunities persist in vertical AI applications across various sectors, including travel and retail. Despite its impressive valuation surpassing $4 trillion, Ng emphasizes that the current AI phase is characterized by rapid experimentation and innovation rather than consolidation.
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