"Undoubtedly, Google's Gemini 3.0 launch went well, really well. And with smart tech leaders such as Marc Benioff praising the new model, I don't think investors should discount the leap that Gemini 3.0 made over the competition. In any case, the new model was so good that it even has OpenAI and Sam Altman entering some form of "code red" in an attempt to catch up before more users, like the great Marc Benioff, look to make the jump from ChatGPT to Gemini."
"Though Marc Benioff has said he won't be going back to ChatGPT, I do think that if Altman and OpenAI can respond effectively in the coming weeks and months, there is an opportunity to win back the many that may have made the switch since Gemini 3.0 landed. For now, it seems like the odds are tilting towards Google's favor as it looks to run away with the lead in large language models. The benchmarks really do speak for themselves!"
"Beyond the momentum behind Gemini 3.0, though, is the bright light on Google's TPUs (Tensor Processing Units) after it was announced that Meta Platforms ( NASDAQ:META) might be looking to buy a considerable amount of TPUs from the firm by 2027. For now, it's not clear why Meta Platforms is exploring such a potential deal. It is significant and could mean massive things for Google, perhaps at the expense of Nvidia,"
Gemini 3.0 achieved a substantial performance leap and drew praise from leaders such as Marc Benioff, prompting users to consider switching from ChatGPT. OpenAI and Sam Altman have signaled urgent efforts to respond and close the gap. Benchmarks favor Gemini and suggest Google is gaining ground in large language models. Google is also increasing its chip presence with TPUs, and Meta Platforms is reportedly exploring purchases of TPUs through 2027. Significant TPU deals could shift AI infrastructure dynamics and present a competitive challenge to Nvidia's GPU dominance.
Read at 24/7 Wall St.
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