Khaberni - After years of dominance by ChatGPT and other AI services, Google has announced its strong presence in this field with the launch of its new model, Gemini 3, in addition to the expansion of its cloud infrastructure and custom chips to support AI technologies.
This step comes three years after ChatGPT dominated global public interest towards AI capabilities, and the widespread belief that Google had stepped back from competing in this vital field.
The company confirmed through these moves that its absence was not a withdrawal from the competition, but a period of behind-the-scenes work to reassert its dominance. This includes launching new software and expanding strategic partnerships with companies like Anthropic to enhance AI capabilities and expand its applications.
Changing the Equation
Google’s smart assistant, Gemini 3, quickly impressed with its significant speed. Its capabilities in logic, programming, and performing complex tasks, even those that were considered difficult for chat robots, made it top the evaluation results in a number of known competitions.
In addition to Gemini 3, Google benefits from its vast infrastructure that includes a powerful cloud service and big data from its search engine; enabling strong performance without relying on external suppliers.
Escalating the Competition
The expansion of Google's activity in the cloud demonstrates the company’s transition from a secondary competitor to a central player in AI services.
The increasing demand for cloud computing and AI services is boosting the interest of institutions and institutes in using Google technology.
Moreover, the license for using Google’s specialized chips has become a requirement for many market players; this might open the door for potential cooperation with Meta, which has reportedly expressed an intention to use Google’s chip; this led to Alphabet’s stock, Google’s parent company, soaring to record levels.
A Strong Return
Since mid-October 2025, Google has added about one trillion dollars to its market capitalization, a strong indicator of the confidence investors have given following the announcement of the major shift in AI strategy.
Analysts have repeatedly described Google as a giant that was asleep and is now fully active in the AI field. For the first time in years, Google appears capable of competing with AI services such as ChatGPT, which means more options for users.
For companies and institutions, this will allow access to advanced technology supported by a massive infrastructure, with the possibility of relying on Google's cloud services and custom AI chips for powerful and stable intelligence.
As for the market as a whole, the intensifying AI race among Google, OpenAI, Anthropic, and other major players could lead to faster innovations and broader applications.
