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The Empire Strikes Back: Why the World is Returning to Google



Red alerts in big companies have become a common thing nowadays. It all started on November 30, 2022, the day ChatGPT was first released. Later, there was a mass migration from browsers like Safari and Chrome to ChatGPT it gained a very large amount of support. Google had its Code Red. It just launched Bard, but it was a huge fail—no one liked it. Then we got Perplexity, which was browsing on steroids.

The only company that was very happy at this time was NVIDIA, which skyrocketed its shares and sales. The rise of AI helped it a lot. Before ChatGPT, NVIDIA always predicted the day would come when AI would take over the world.

Now, the very same companies (ChatGPT, NVIDIA) have red alerts because of Google. Google never stopped; it relaunched its new AI, Gemini, replacing Bard, using its own chips called TPUs to train it. Now, with the release of the new AI model Gemini 3.0, the world has come back to Google, leaving ChatGPT. NVIDIA is also not happy because Meta and other companies are looking towards TPUs from Google (or building their own chips (chatgpt)) instead of GPUs from NVIDIA.

I think Google and NVIDIA are the two companies that can compete because these are the only companies giving free GPUs or TPUs to researchers to work freely, which developers rely on. I think Google has an edge because it has its own chips, OS, money, and a large community of researchers on Kaggle.

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