By Lisa Eadicicco
Publication Date: 2025-11-29 12:01:00
Google just threw another twist in the fast-changing AI race. And its biggest competitors are taking notice.
“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google,” Nvidia wrote in a November 25 post on X, before adding that “NVIDIA offers greater performance, versatility, and fungibility than ASICs,” (the application-specific integrated circuits) like those made by Google.
“Congrats to Google on Gemini 3! Looks like a great model,” OpenAI CEO Sam Altman also wrote on X.
The posts came just days after mounting buzz about Google’s Gemini 3 model — and the Google-made chips that help to power it. Salesforce CEO Marc Benioff wrote on X that he’s not going back to ChatGPT after trying Google’s new model. “The leap is insane — reasoning, speed, images, video… everything is sharper and faster. It feels like the world just changed, again,” he wrote.
Now Meta is said to be in talks with Google about buying its Tensor chips, according to The Information, coming after Anthropic said in October that it plans to significantly expand its own use of Google’s technology.
Shares of Google were up nearly 8% last week, while Nvidia’s were down a little over 2%.
At stake is more than just bragging rights or a few sales…
