Google regains the lead in the AI ​​race by 2025.

Google's breakthrough is thanks to Gemini 3 and the cloud.

In 2025, Google made a remarkable comeback in the field of artificial intelligence, reclaiming the lead from OpenAI after launching the Gemini 3 model and accelerating the development of its cloud computing services. Previously, Google was considered to be at a disadvantage compared to OpenAI, the owner of ChatGPT; however, this year's results show that the company has regained control of the technology landscape.

The launch of Gemini 3 last November was considered a significant milestone. This model surpassed evaluation criteria to become the leading AI in many categories, including language processing capabilities and deep integration into Google's ecosystem of devices and services. This impressed the CEOs of several major technology companies. Among them, Salesforce CEO Marc Benioff commented on Gemini 3's development, saying, "I'm not going back to ChatGPT," calling the achievement "crazy."

In a related development, OpenAI CEO Sam Altman, along with several other tech leaders, also sent congratulations to Google, acknowledging the achievement in developing the new model. This event comes as companies like Meta and Anthropic have also expressed interest in Google's technology ecosystem, with some planning to use Tensor chips and expand their cloud infrastructure.

Investing in infrastructure and forming new technology alliances.

Alongside the success of Gemini 3, Google has significantly increased its investment in AI and cloud computing infrastructure. The company announced a $40 billion investment in Texas to build new data centers to support both AI and cloud services in the long term. According to Google, this investment is designed not only to develop technical capabilities but also to “ensure that the U.S. maintains the technical foundation to lead the world in AI.”

In addition, Google and Amazon have introduced a shared multi-cloud network service, allowing customers to establish high-speed connections between cloud platforms in just minutes, instead of weeks as before. This demonstrates the trend of collaboration between tech giants to meet the growing demand for connectivity and flexibility in data management.

Robert Kennedy, Vice President of Network Services at AWS, commented on the collaboration, saying: “The partnership between AWS and Google Cloud represents a fundamental shift in multi-cloud connectivity.” This is seen as a step forward in improving the operational capabilities and interoperability between the cloud services of the two major corporations.

Cloud user growth and market share

Market research data shows that Google is closing the gap with its competitors in terms of monthly active users (MAU). According to a survey by investment bank TD Cowen of 2,500 US consumers, the percentage of users of Gemini increased from 24% to 26% between July and October 2025. Meanwhile, the usage rate of OpenAI's ChatGPT tended to decrease slightly from 36% to 35% during the same period.

Data from analytics firm Sensor Tower also shows Google's impressive growth momentum: from August to December 2025, Gemini's user base increased by approximately 30%, double the 15% growth of ChatGPT. Several factors contributed to this growth, including AI-based applications like "Nano Banana" and Gemini's deep integration into the Android ecosystem, resulting in a more seamless user experience.

In the cloud computing sector, Google Cloud Platform (GCP) also recorded positive financial results, with Q3 2025 revenue reaching $15.1 billion, a 34% increase year-on-year. CEO Sundar Pichai stated that the number of contracts worth over $1 billion signed this quarter exceeded the total of the previous two years combined, and more than 70% of current cloud customers are using AI services.

Expanding the chip ecosystem and future prospects.

Google is also making strides on the hardware front. In October 2025, Anthropic announced an expansion of its plan to use Google's AI chips to one million processors, boosting processing power for complex AI applications. Meta, Facebook's parent company, is also reportedly in negotiations to use Google's chips for its AI projects.

Gene Munster, managing partner at Deepwater Asset Management, believes Google currently has an advantage thanks to a “fully integrated AI ecosystem.” He argues that Gemini is a leading model, with a faster-growing user base than OpenAI and a search engine supported by efficient AI features. Munster predicts Google will be the best-performing stock among top technology companies by 2026.