Google's Bold AI Move Rattles Nvidia as Market Cap Dips by ₩169 Trillion

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Google has made significant strides in the artificial intelligence (AI) sector, causing ripples across the tech industry. With the introduction of its latest AI chatbot, 'Gemini 3,' Google has been lauded for surpassing OpenAI's 'ChatGPT 5.1' in reasoning and coding capabilities. This move signals a dramatic shift for Google, long considered to be trailing in the AI race, as it steps up as a formidable competitor.

In a strategic partnership that could reshape the market, Meta Platforms is reportedly negotiating to acquire Google's AI chips, known as Tensor Processing Units (TPUs), in a multi-billion-dollar deal. This potential collaboration could challenge Nvidia's dominance in the AI semiconductor market, where it holds a commanding share of over 90%.

Google's parent company, Alphabet, has seen a 15% increase in its stock price this month, pushing its market capitalization close to the $4 trillion mark. This surge has been fueled by robust investor interest, particularly from Korean investors who have purchased substantial shares in the company.

The ramifications of Google's advancements have been felt by Nvidia, whose market cap plunged by $115 billion (₩168.6 trillion) following rumors of Meta's interest in Google's AI chips. Nvidia's stock price dropped by 2.6% as investors reacted to the potential shift in the AI chip market dynamics.

Google's renewed focus on AI capitalizes on its vast data resources, acquired through platforms like its search engine, YouTube, and Android OS. This data advantage is seen as a critical asset in the ongoing AI competition, enabling Google to develop sophisticated AI models with real-world applications.

Despite its earlier setbacks in the AI arena, Google's recent developments are being viewed as a pivotal moment. Industry experts suggest that Google's technological prowess, coupled with its comprehensive data capabilities, positions it as a key player poised to redefine the AI landscape.

As the tech world grapples with the implications of an 'AI bubble,' Google's progress is being closely monitored as an indicator of AI's growth potential. The company's strategic maneuvers are not only reinforcing its status as a tech giant but also setting the stage for future advancements in AI technology.