Alert on the famous OpenAI, in a race to improve ChatGPT. Apple removed senior executives. Nvidia reacted differently.
The biggest companies – Oracle, SAP, Microsoft, Salesforce, AWS, Google – are invest 56% more in Artificial Intelligence (IA) in 2025 than last year.
It’s a race, “madness”. It is an unprecedented volume of investments. And we’ve already warned everyone.
In fact, in the last two or three years alone, hundreds of billions of dollars (or euros) have been invested in AI. At stake are potential big gains, or big losses – and no one wants to be left behind.
Last week, the OpenAI issued an internal warning of “code red”. The reports that Sam Altman, executive director, called on employees to make an intense effort to improve ChatGPT. Even if other products are almost forgotten.
Practically on the same day, the Apple announced the departure of its top AI strategy executive. John Giannandrea, who has been with the company since 2018, will leave at the end of this month. It’s a “abrupt” change, describes the .
A Nvidia began to insist, repeatedly, that not worried with any company that threatens its dominance at the center of the AI ecosystem.
All these reactions or movements have the same base: the rise of Google.
The highlights that the giant Google is taking an increasingly stronger position in the AI race. And that left your nervous and defensive competitors. The so-called “red alert”.
Case by case: At OpenAI, Sam Altman is particularly concerned about Google, which last month released a new version of Geminiits AI model – which outperformed OpenAI models in industry benchmark tests and sent Google shares soaring. Gemini, in addition to having over 200 million users since launching the Nano Banana imager, has been receiving overwhelmingly positive reviews since November — and Google has the money, data and chips to compete on a different level
At Apple, there have been difficulties in delivering essential components of your Apple Intelligence project. In fact, it is even considering using Gemini to power new versions of Siri. This “abrupt” change, that of John Giannandrea (in a company known for its careful succession planning), shows how challenging it is for Apple to compete with the main AI developers, especially Google.
And Nvidia is under pressure: There are signs that customers are exploring alternatives to its chips. Meta will be in negotiations to use Google’s custom chips, TPUs, in its data centers. And “it would represent a possible breach” in Nvidia’s market dominance, reads the .
Axios asked top AI executives Which American rival do they fear most?. Everyone responded: Google.
