Google launches with more determination in competition in the sector ofartificial intelligence and reopens the race, after having now been given up in the face of competition from Nvidia (in chips) and ChatGPT (in chatbots). Alphabetthe parent company of Google, has thus reached new capitalization records, going within a whisker of 4 trillion dollars, after the news that Meta will use Google’s TPU chips, as an alternative to those of Nvidia, and the success that Gemini 3, the latest version of the Mountain View company’s chatbot, is achieving.
Alphabet exceeds 3.9 trillion market cap
Alphabet yesterday quickly exceeded the 3,900 billion capitalization mark, reaching 3,907 billion, very close to the 4 trillion already achieved by other competitors such as Apple and Nvidia. Alphabet shares closed the day before trading at $323.64, up 1.62% and signaled a 2% rise to $330.15 in today’s pre-market session, placing them on track to reach a record market valuation of $4 trillion.
Negotiations with Meta
The new all-time highs reached by Alphabet follow the news that Meta Platforms is reportedly evaluating the use of Google’s TPU chips in 2027, to support the development of its artificial intelligence projects. News that caused an immediate sell-off on shares Nvidiawhich lost 2.6% on Wall Street yesterday. Meta’s choice to rely on a competitor of Nvidia confirms that the competitive pressure in the AI market is very high and that the race to position itself in this market is never definitively over.
The success of Gemini 3
Also supporting Alhabet is the success achieved by Gemini 3 after its recent launch. Big G’s new chatbot has been rather well received by industry experts, with respect to a series of parameters that overcome some recurring limitations of chatbots in use, coming very close to the standards of OpenAI’s ChatGPT, which also still dominates the AI scenario. The arrival of Gemini 3 and the competition with ChatGPT reopens the competition, despite many thinking that Google had now definitively laid down the scepter of the technology giant.
The competition in AI chips
Google is not only riding the competition with Gemini, but also with its TPU chips, certainly dated, but capable of establishing themselves on the market. Today, the Mountain View company, which for years has used its chips for internal use, is now placing them on the market and has already convinced companies of the caliber of Anthropic, which has formed a deal with Google of several tens of billions of dollars. And now there is also talk of Meta, parent company of Facebook, Instagram & Co., which seems to be already in negotiations with Google to adopt its chips starting from 2027.
