In November 2023, Google transformed its narrative with the launch of Gemini 3, outpacing competitors in AI capabilities. Following early setbacks with Bard, Google’s advancements in its AI model and TPU chips shifted perceptions from being a slow-moving giant to a dominating force in artificial intelligence. Analysts now view Google as an “awakened giant,” with its comprehensive AI strategy—encompassing Google’s Cloud, Android, and Search—profoundly impacting the industry landscape. Competing against giants like NVIDIA, Google has seen external interest from companies like Meta and Anthropic for its TPU technology, leading to significant stock fluctuations. In contrast, Chinese firms like Alibaba and Baidu aim for a “Google-style reversal,” focusing on system integration and ecosystem development to enhance user engagement. As the AI landscape evolves, the holistic integration of models, computing power, and applications will be vital for determining future success, with Google setting a benchmark.
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