Google is gaining strong momentum in artificial intelligence as it rolls out major products that are reshaping industry expectations. Google surprised analysts and investors this month with the launch of its Gemini 3 model and its new Ironwood AI chip, both of which have boosted confidence in its long-term AI strategy after many assumed the company had slipped behind following the launch of ChatGPT in 2022.
Google started November with the introduction of Ironwood, the seventh generation of its tensor processing units built to help customers run and scale very large and data heavy models. Soon after, it released Gemini 3, which the company says offers smarter responses and requires less prompting. High profile users took notice quickly. Marc Benioff said on a social platform that although he had used ChatGPT daily for three years, he switched to Gemini 3 within two hours, calling the improvement “The leap is insane”. Google’s parent company Alphabet saw its shares jump more than 5% on Monday and gain over 8% the week before. With Alphabet stock up nearly, 70% this year and recently surpassing another major tech company in market value, analysts believe it is finally delivering a stronger and more unified AI ecosystem.
Google had earlier faced setbacks with its AI rollouts, including the temporary removal of Imagen 2 and issues with AI Overviews. Experts say Google always had powerful technology but needed time to bring its tools together. The fast release of Gemini 3 after Gemini 2.5 and the popularity of image generation features like Nano Banana and Nano Banana Pro have helped strengthen its reputation. Thee browser also benefits from massive video training data through its ownership of a leading video platform, giving it an advantage in image and video generation. Meanwhile, Google Cloud continues to expand, supported by a customer backlog of USD 155 billion for its AI services.
Google’s AI chips are also becoming a major talking point. Ironwood is nearly 30 times more power efficient than Google’s first TPU from 2018 and is helping the company secure multi-billion-dollar deals. Reports that another large tech company may adopt Google’s TPUs even caused Nvidia’s stock to slip. However, competition remains tough as other AI firms release new frontier models and Nvidia maintains over 90% of the AI chip market. Experts say heavy investment across the industry means there may not be a single winner. Google still needs to scale its AI infrastructure and grow its consumer user base, but it continues to strengthen Gemini and push forward across products.
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