Gemini 3 AI Discontinuity: Decoding Google's Full-Stack Threat to OpenAI and NVIDIA
The winner won't be determined by the benchmarks but rather by who controls the full stack, from the chips to the model to the distribution.
Google’s Gemini 3 Pro, a frontier AI model trained solely on TPUs, outperforms competitors like ChatGPT and Claude in coding, reasoning, and multimodality benchmarks, signaling a shift from isolated model supremacy to full-stack ecosystems; this exposes OpenAI’s vulnerabilities in distribution and tokenomics amid rising Chinese open-source rivals, partly challenges NVIDIA’s hardware dominance by validating custom silicon, and redefines AI competition around orchestration, infrastructure sovereignty, and global reach in an emerging oligopoly.