Google’s AI Comeback

November 29, 2025

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Google just stitched together the strongest AI comeback story of the decade.

After falling behind when ChatGPT shocked the world in 2022, Google has now returned with force — powered by two major launches this month:

🚀 GEMINI 3

Google’s newest AI model delivers smarter answers with less prompting and faster, sharper reasoning. Early testers are stunned — Salesforce CEO Marc Benioff said two hours with Gemini 3 was enough to replace years of using ChatGPT.

⚡ IRONWOOD TPU

The 7th-gen AI chip built to run massive models efficiently. Nearly 30x more power-efficient than Google’s first TPU, it’s already helping secure billion-dollar cloud deals and even attracting interest from Meta and Anthropic.

💹 Market Turns in Google’s Favor

  • Alphabet stock jumped 5% in a single day, adding to last week’s +8%.

  • Berkshire Hathaway quietly bought $4.3B worth of Alphabet shares.

  • This month, Alphabet briefly overtook Microsoft in market cap.

🎯 Why This Matters

Google now controls the full stack — chips + models + cloud + YouTube’s massive data supply.
That means it can train faster, deploy cheaper, and scale AI deeper into consumer and enterprise products.

But the race is far from over. OpenAI, Meta, Anthropic and Nvidia are still fierce contenders — and frontier models remain neck-and-neck. Google must move fast to protect its lead.

Bottom Line →
Google was late to the AI party, but now it’s reshaping the game. The comeback is real — the win isn't.

AI has no finish line. Only frontrunners.
And today, Google is back among them.