Google is re-emerging as the most formidable U.S. player in the race for AI dominance, with rivals privately admitting the search giant poses their biggest competitive threat, Axios reported.
Though initially viewed as slow to respond after OpenAI’s ChatGPT launch in 2022, Google has quietly accelerated innovation through its Gemini AI ecosystem, which includes viral tools like Nano Banana for image generation and Veo for video production.
From $25M to $3T.
— Evan Kirstel #B2B #TechFluencer (@EvanKirstel) October 29, 2025
The rise of Alphabet is a masterclass in compounding innovation — from a search bar in ’98 to Gemini AI in 2025.
🚀 CAGR:
•Revenue: +42%
•EBIT: +47%
Google didn’t just scale — it reinvented itself every decade. #Google #Alphabet #AI #BigTech pic.twitter.com/N79GmoZOK7
Insiders say Apple may even partner with Google to power Siri’s next generation, a major concession to Google’s AI edge.
Unlike OpenAI, which burns cash and depends on investor funding, Google’s massive profits from search, Android, and Chrome provide a financial cushion to scale AI faster.
Some analysts predict Google could undercut competitors by offering Gemini for free or ad-supported, potentially upending OpenAI’s model.
The real battle now is not just who reaches artificial general intelligence first, but who builds the most sustainable AI business model.
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