Gemini 3 was released one month ago and updates to Google’s frontier AI models quickly followed. Google AI usage is way up and is dominating AI leaderboards. This change to the AI landscape is sudden, exciting and completely expected.
I’ve been waiting for this. Google invented transformer AI architecture in 2017 – check out the landmark 2017 research paper ‘Attention Is All You Need’, it’s wild. Transformer architecture is the foundational technology for modern large language models (LLMs) and triggered the current generative AI boom.
After this breakthrough, Google open-sourced the research and architecture. What a phenomenal move. Imagine inventing something so revolutionary and disruptive, only to promptly open-source it to share the love and enable others to innovate. For example, transformer architecture is fundamental to OpenAI's GPT series (like ChatGPT), DALL-E, and Stable Diffusion.
It’s very early days for AI. I’m hearing a lot of enterprise questions and discussion about which AI stack to back and invest in. We’ve seen this movie before. VHS vs Betamax. Atari vs Nintendo vs Sega. Here’s why I’m backing Google for enterprise AI.
1. Owning the "full stack"
Google is the only player owning the full stack: from the silicon (TPUs) to the infrastructure (Google Cloud) to the model (Gemini and others). When you own the whole stack, you control the cost, the speed, and the roadmap. For an enterprise, that means performance stability and price flexibility.
2. The power of TPUs
While others are queuing up for third-party chips (and sending Nvidia to the moon), Google has been refining its own TPUs (Tensor Processing Units) for years.
These aren't general-purpose chips; they are purpose-built for AI. This translates to faster training times and lower latency. Running AI on hardware specifically designed for it is a performance advantage.
3. The context window is a game changer
Most AI models have a short "memory". Gemini’s 1m+ token context window changes the math. You can drop your entire codebase or five years of financial reports into a single prompt. It doesn't just "read" it; it understands the relationships.
4. Privacy and security are baked in
Google’s enterprise-grade protections mean your data is yours. It stays in your tenant, and data residency and sovereignty is relatively straightforward on Google Cloud. Remember when ChatGPT conversations were appearing in Google search results after OpenAI’s little “experiment”? You won’t see privacy blunders like that from Google.
Google wasn’t the first mover. I’m not surprised they’re a fast follower, not a first mover – first mover advantage is a myth. Being best, not first, is what matters. Google’s arrived, and it’s here to stay.