Google CEO Sundar Pichai addresses the crowd during Google's annual I/O developers conference in Mountain View, California, on May 20, 2025. Camille Cohen/AFP/Getty Images

Google just threw another twist in the fast-changing AI race. And its biggest competitors are taking notice.

“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google,” Nvidia wrote in a November 25 post on X, before adding that “NVIDIA offers greater performance, versatility, and fungibility than ASICs,” (the application-specific integrated circuits) like those made by Google.

“Congrats to Google on Gemini 3! Looks like a great model,” OpenAI CEO Sam Altman also wrote on X .

The posts came just days after mounting buzz about Google’s Gemini 3 model — and the

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