8 December 2025 U.S. Semiconductors & U.S. Internet AI Value Chain: Google Gemini 3 Pro, Claude Opus 4.5, Grok 4.1 and DeepSeek 3.2... who is the real leader and what does it mean? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Daniel Zhu +1 917 344 8309 daniel.zhu@bernsteinsg.com Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Lavnik Balyan +1 917 344 8563 la ...