Analysts Misjudged Google’s AI Impact and Future

Since the launch of ChatGPT, analysts claimed Google was lagging in AI, but Alphabet has made a strong comeback with its Gemini 3 model and strategic chip partnerships, boosting its market cap by nearly $1 trillion. Berkshire Hathaway’s $4.9 billion investment reflects renewed confidence, while rivals like SoftBank and Nvidia face declines. Google’s integrated approach in AI, including custom hardware, is positioning it to challenge OpenAI’s dominance, raising concerns for competitors. Gemini 3’s advanced capabilities may shift market dynamics, threatening OpenAI and others.

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