Google’s Gemini surge puts new pressure on OpenAI and Nvidia – eMarketer

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The news: Alphabet shares hit an all-time high last week—up about 70% this year and nearing a $4 trillion valuation—after investor enthusiasm surged around its new Gemini 3 model, per CNBC.
Google’s year-end optimism continued with reports that Meta is looking at a billion-dollar deal to use Google’s hardware for its AI expansion. 
More than model releases and future AI deals, the latest developments position Google as a key competitor to OpenAI and Nvidia.
Why it’s worth watching: Google holds structural advantages that few rivals can match. It already reaches billions of users through Android, Search, Gmail, YouTube, and Chrome—an installed base that gives Gemini 3 and future models an immediate distribution moat.
Competitors are taking notice: OpenAI’s Sam Altman praised Google on Gemini 3, saying that “Google has been doing excellent work,” and Nvidia noted on X that it was “delighted by Google’s success” while also stating “Nvidia was a generation ahead of the industry.”
Looking forward: Google’s parallel push on AI models and custom hardware may pay off faster than expected. 
Its scale and consumer reach give Google a rare advantage anchored on rapid deployment, lower inference costs, and a massive user base already positioned to adopt whatever Google ships next through services they use every day.
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