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Google has taken a decisive lead in the artificial intelligence race with the release of Gemini 3, a model that surpasses the most advanced systems from OpenAI and Anthropic. The company, which only three years ago lagged behind the sudden rise of ChatGPT, has now firmly re-established itself as a dominant force in the field.
On November 18, when Gemini 3 was released, Google stock traded at roughly $285. Currently, the stock is changing hands at $318, an 11.5% increase. However, it’s important to keep in mind that the price increase was also strongly driven by bullish news related to Google’s tensor processing units (TPUs).
Gemini 3 raises the bar in advanced AI capabilities
Google’s new flagship model demonstrates top-tier performance across more than a dozen categories, including complex reasoning, problem-solving, and multimodal understanding. Gemini 3 also outperforms GPT-5.1 in scientific disciplines such as chemistry, biology, physics, and mathematics.
Source: Google DeepMind
The breakthrough has forced competitors to acknowledge the shift in momentum. In an internal memo, OpenAI CEO Sam Altman warned employees about “temporary economic difficulties” linked to Google’s rapid progress, adding that the company faces a challenging period ahead.
Google expands its challenge beyond software
Google’s ambitions now extend deeper into the hardware market. According to The Information, the company is in talks with Meta to sell its custom-built AI chips, tensor processing units (TPUs), in direct competition with Nvidia. The report led to a 6% drop in Nvidia’s share price.
Nvidia later responded publicly, saying:
We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google.
NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.
NVIDIA offers greater…
— NVIDIA Newsroom (@nvidianewsroom) November 25, 2025
Founders’ wealth rises as Alphabet shares climb
Alphabet’s soaring stock price has pushed Google’s founders higher on the Forbes list of the world’s richest individuals. Larry Page, with a net worth of $264.4 billion, overtook Oracle founder Larry Ellison to claim second place. Sergey Brin, worth $245.3 billion, briefly reached third place the following day.
The success of Gemini 3 marks Google’s emergence from its earlier lag in AI development, proving that the company can compete at the highest level across both software and hardware.
With its renewed momentum, Google’s achievements could reshape competitive dynamics across the entire AI industry and force other tech giants to rethink their strategies.
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Source:: Google Surges Ahead In AI As Gemini 3 Overtakes Its Biggest Rivals