Google gathers AI momentum after Gemini 3 release

Core Insights - The AI landscape is rapidly evolving, with Google gaining significant momentum through its custom AI chips and execution of Gemini 3, shifting from a struggling position to a favored one in a short time frame [2][3] - The competition is not solely between Google and Nvidia; rather, it involves Google against other hyperscalers like Amazon and Microsoft, particularly in the context of custom silicon [5][4] Google’s AI Strategy - Google is effectively leveraging its custom AI chips, known as TPUs, which are designed to operate within its cloud ecosystem, providing a competitive edge in distribution [3][4] - The narrative surrounding TPUs suggests they may not easily surpass Nvidia's offerings due to their restrictive nature, which limits flexibility for enterprises [4] Amazon’s Position - Amazon, as the largest cloud computing player, is expected to lead in AI but is currently perceived to be lagging behind Google in terms of custom chip development and AI model recognition [6][7] - The disappointment surrounding Amazon's custom AI chip, Tranium, indicates a gap in momentum compared to Google, with Amazon's AI models not gaining significant traction in the market [7][8]