By Daniel Howley
Publication Date: 2025-12-23 15:03:00
Google (GOOG, GOOGL) entered 2025 in a difficult position. While its stock price rose 36% in 2024, the company was still largely perceived by Wall Street as playing second (or third) fiddle to OpenAI (OPAI.PVT) in the AI race.
Fast-forward to today, and Google is stealing the show, while OpenAI CEO Sam Altman has declared a “code red” emergency as the company works to match Google’s latest Gemini 3 AI models. It’s an interesting twist, given that Google declared its own code red after ChatGPT hit the market in 2022.
Google is also catching up to OpenAI in the key monthly active user (MAU) metric.
Then there are Google chip wins. In October, Claude developer Anthropic (ANTH.PVT) announced it was expanding its plan to use Google’s AI chips, including using up to 1 million processors, to power its AI software.
Google is also in talks to provide its chips to Facebook and Instagram parent company Meta (META) to run its AI products,
