Place your bets for 2026’s big AI winners: Nvidia, OpenAI or Google? – SiliconANGLE

Place your bets for 2026’s big AI winners: Nvidia, OpenAI or Google? – SiliconANGLE

By @SiliconANGLE
Publication Date: 2025-12-26 16:31:00

It was a light holiday week, but AI never sleeps.

I’m going to leave it short and sweet, since you all have better things to do today, just a few bullet points on the big enterprise and emerging tech news:

* As AI reshapes the web, search engine optimization’s heyday for advertisers is starting to fade: Get ready for AI Engine Optimization.

* Dave Vellante and David Floyer contend that Nvidia will only gain strength in the coming year — just look at its $20 billion deal to siphon off talent from chipmaker Groq — while Google’s recent wins with Gemini not only won’t stop OpenAI but will expose its strategic challenges.

* Initial public offerings are heating up, as AI chipmaker Cerebras and fleet management software firm Motive filed for IPOs.

* TikTok owner ByteDance will spend $23 billion on AI infrastructure.

* Waymo’s self-driving cars froze up when the power went out in San Francisco.

* ServiceNow dived into cybersecurity with the $7.75 billion acquisition