Google’s secret weapon in the artificial intelligence race is a chip that has helped the search group’s models leap ahead of OpenAI, prompting tech investors to reassess a new threat to Nvidia’s dominance.
The Big Tech group’s “tensor processing unit” has been central to efforts to boost the performance of Google’s new Gemini 3 AI models, which have outperformed OpenAI’s GPT-5 in independent benchmarking tests.
That development is one factor behind the ChatGPT maker’s “code red” last week, as chief executive Sam Altman told staff to refocus resources into improving its chatbot and models.
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