In this article, co-CIO Greg Jensen and Chief Scientist Jas Sekhon analyze the implications of Google’s Gemini 3 model release on economies and markets. As AI technology advances rapidly, Gemini 3 emerges as a leader in AI capabilities, outperforming previous models like OpenAI’s versions in text, image, and video tasks. This development signals ongoing “resource grab” dynamics, raising concerns yet offering positive prospects for the AI ecosystem.
Gemini 3, with significantly increased pre-training compute—estimated at 2-3 times more than GPT-4o—reinforces Google’s competitive edge. As AI chip productions ramp up, the requirements for capital investment are likely to spike, suggesting a forthcoming capex boom.
These advancements may trigger a broader adoption of AI technologies, potentially transforming numerous industries. The dynamics accompanying Gemini 3’s release are crucial for stakeholders in capital markets, as they mark a pivotal shift in AI’s economic landscape. Current market corrections won’t deter the robust capital need for AI development.
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