Google's AI Reversal: From Threatened to Leading the Pack in LLMs and Hardware
Analysis
Key Takeaways
- •Google's initial concern over the impact of LLMs on its advertising revenue has shifted to a position of strength.
- •The development of Gemini 3 and its reliance on TPUs are key factors in Google's resurgence.
- •The narrative has changed from Google being threatened to being a leader in the AI industry.
“But they made a great comeback with the Gemini 3 and also TPUs being used for training it. Now the narrative is that Google is the best position company in the AI era.”