With Gemini, Google has assembled the pieces—leading models, scalable infrastructure, multiple consumer products, and deep data access—to outpace rivals like OpenAI in the near term.

Google rolled out an opt-in Personal Intelligence feature that lets Gemini access a wide range of user data—search history, YouTube activity, emails, photos, files, and Chrome history—to deliver more personalized responses, starting with select paying AI customers and expanding later.

A strategic deal with Apple signals momentum, as Gemini could soon handle a large share of Siri interactions, expanding user exposure and feeding a data feedback loop.

AI Mode in Google Search integrates Gemini into core search products, aiming to make Gemini a gateway to Google's data ecosystem and the broader internet.

The ongoing cycle of new top models roughly every six weeks underscores rapid competition, but Google appears best positioned to leverage its advantages in infrastructure, products, and data.

Google is positioned to dominate AI by uniting top-tier models, massive compute resources, broad product integration, and extensive data access from users, creating a strong near-term competitive edge.

Google and Apple announced Gemini will power the next generation of Siri, tying Gemini to a massive, device-based user base and potentially accelerating adoption through Siri’s high daily request volume.

Gemini 3, released last year, is regarded as among the best large language models, benefiting from Google’s in-house TPUs for full-stack optimization and avoiding reliance on Nvidia supply chains.