Overview
- Google’s Gemini 3 is reported to outperform OpenAI’s GPT‑5.1 in early tests, underscoring Alphabet’s advance in models and custom AI chips.
- Microsoft and Nvidia announced a $350 billion strategic partnership with Anthropic, strengthening Claude as a direct rival to OpenAI.
- Meta is reported to be negotiating deployment of Google’s TPU chips, starting with Google Cloud rentals as soon as next year and potential direct TPU imports in 2027.
- Nvidia issued a public statement asserting it remains a generation ahead of competitors and the only platform that runs all AI models across computing scenarios.
- Supply chains and markets are recalibrating as Foxconn says Q3 AI server revenue surpassed its iPhone business and it teams with OpenAI on new infrastructure hardware, while SoftBank shares have fallen about 40% from late‑October highs on concern over OpenAI exposure.