By Sophie Shulman
Publication Date: 2025-11-28 09:21:00
“Holy shit. I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane — reasoning, speed, images, video… everything is sharper and faster. It feels like the world just changed, again.”
That was the tweet posted Monday by Marc Benioff, founder and CEO of software giant Salesforce, to his more than one million followers on X (formerly Twitter). Benioff frequently praises the AI revolution on his account, even as its rise poses a potential threat to his own company.
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Nvidia CEO Jensen Huang (left) Google CEO Sundar Pichai
(Photo: Damian Lemanski/Bloomberg, Ezra Acayan/Getty Images)
Benioff’s tweet was just one of many praising Google’s latest release of Gemini. The tech giant’s stock jumped 6% on Monday, and the rally continued into Tuesday, bringing Google’s market cap up 70% from where it stood at the beginning of 2025. The surge nearly pushed Google into the $4 trillion club, territory previously reached only by Nvidia, which dropped 5% at the start of trading, Microsoft, and Apple. And it looks like Google is there to stay.
But the surge goes deeper than just a successful chatbot launch. Unlike its competitors, Google trained and now runs Gemini on its own chips, not Nvidia’s. Google’s chip is called a TPU (Tensor Processing Unit), which operates differently from Nvidia’s market-dominant GPU (Graphics Processing Unit).
Until recently, Gemini had its share of missteps, from overly…
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