"During the months following OpenAI's announcement of its blockbuster AI chatbot ChatGPT just over three years ago, Google CEO Sundar Pichai pulled the fire alarm. The search giant's management issued a "code red " over what Pichai saw as an imminent disruption to its core business - a warranted level of caution, in retrospect, considering ChatGPT's meteoric rise in popularity and influence."
"Google, in particular, threw down the gauntlet with its latest AI model, Gemini 3, which scored higher on benchmarks than ChatGPT last month. The search giant's monthly active AI users have grown considerably as well, ballooning from 450 million to 650 million between July and October. That's a stone's throw from the 800 million or so weekly users ChatGPT had as of September."
"To once again leave its competition behind, OpenAI has committed to spending well over $1 trillion on data center buildouts to support new users and its latest AI models. That's despite burning through billions of dollars each quarter. Google, though, has a major financial advantage by already being profitable. It can afford to spend aggressively on data centers, at least for the time being."
Google reacted urgently after ChatGPT's launch, declaring a 'code red' over potential disruption to its search business. Competition intensified as AI companies raced to release rival models and investors poured tens of billions into the sector. OpenAI CEO Sam Altman declared a 'code red' urging staff to prioritize improving ChatGPT quality, even if that delays other projects. Google's Gemini 3 outperformed ChatGPT on benchmarks and Google grew monthly active AI users from 450 million to 650 million between July and October. OpenAI committed over $1 trillion for data center buildouts while burning billions quarterly, while Google remains profitable and can spend aggressively on infrastructure.
Read at Futurism
Unable to calculate read time
Collection
[
|
...
]