"The elephant in the OpenAI room is Google's Gemini 3 AI model, which debuted to widespread praise. The model's capabilities demonstrated that Google is no longer far behind in the AI race. It's not just OpenAI that's unnerved, either. Nvidia, the world's most valuable company by market cap, recently found itself defending its AI chips after a report about Google's own chip progress."
"The search giant said in November that Gemini had more than 650 million monthly active users, a large increase from the 450 million such users it reported in July. In comparison, OpenAI has said nearly 800 million weekly active users. Salesforce CEO Marc Benioff recently said that he was ditching ChatGPT in favor of Gemini 3 because of Gemini's "insane" improvement."
Sam Altman issued a "code red" at OpenAI, reallocating resources to ChatGPT and delaying other products. In 2022, Google issued its own "code red" after ChatGPT's launch, revealing how far behind Google had been despite funding foundational research. Google’s Gemini 3 has received broad praise and rapid user growth, signaling that Google is catching up. Nvidia defended its AI chips amid reports of Google chip progress. User metrics show Gemini at hundreds of millions of monthly active users while OpenAI reports nearly 800 million weekly active users. Competitive pressure has intensified over three years.
Read at Business Insider
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