OpenAI, valued at approximately $500 billion, faces intensified competition, particularly from Google’s Gemini 3, which surpasses OpenAI’s GPT-5 in multiple aspects. “The landscape has changed significantly over the past two years,” said Thomas Wolf of Hugging Face, highlighting the shift in AI dominance. OpenAI CEO Sam Altman acknowledged in a leaked memo the need for the company to brace for fierce rivalry. Google’s Gemini app saw substantial growth, soaring from 400 million to 650 million users after the launch of new features. While OpenAI claims around 800 million weekly users, analytics indicate that Gemini users now spend more time on the platform than on ChatGPT. OpenAI’s challenge lies in driving revenue through advertising and subscriber growth. Google’s edge comes from training Gemini 3 using its proprietary Tensor Processing Units, enhancing efficiency. Meanwhile, competitor Anthropic, founded by ex-OpenAI staff, is gaining traction with its Claude chatbot, attracting significant capital at a projected $300 billion valuation.
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