Overview
- Google released Gemini 3, with early benchmark reports indicating it outperforms OpenAI’s GPT‑5.1 across several multimodal tests.
- Reports say Google is advancing TPU v7p/Ironwood and is in talks for Meta to rent TPU capacity in 2026 and deploy TPUs in its data centers by 2027 in a multibillion‑dollar arrangement.
- Alphabet’s market value has surged by roughly $1 trillion since mid‑October, narrowing the gap with Nvidia as Nvidia and AMD shares slipped on renewed competition concerns.
- Microsoft and Nvidia unveiled a roughly $350 billion strategic partnership with Anthropic, with Nvidia agreeing to supply AI hardware to the OpenAI rival.
- OpenAI confirmed completion of its first AI device prototypes with Jony Ive, with executives indicating production could start in about two years as competition for users and compute intensifies.