【Deep Analysis】Gemini 3 Counterattack (Part 2): From Digital Brain to Physical AI (PAI) — The Jedi Counterattack of OpenAI and Nvidia

Tue, 25 Nov 2025 09:30:00 +0800

Prologue: Breaking Out of the “Brain in a Vat” Dilemma

In the previous article, we analyzed how Google used the vertical integration of TPUs and the cost advantage of Gemini 3 to besiege OpenAI on the “cloud pure software” battlefield. If the future of AI is merely generating text, images, or writing code, then OpenAI will be extremely passive in this price cutthroat war.

However, another revolution in Silicon Valley is quietly happening. Current LLMs (Large Language Models) are essentially “Brains in a Vat”. They are trapped in server rooms, talking to the world through APIs, but are always subject to the terminal high walls built by Google (Android) and Apple (iOS).

【Deep Analysis】Gemini 3 Counterattack (Part 1): The Proxy War Between Google and Nvidia

Mon, 24 Nov 2025 09:30:00 +0800

Prologue: When Silicon Valley’s “Cold War” Turns into a “Hot War”

Over the past two years, the AI industry seems to have experienced a typical “disruptor story”: the agile startup OpenAI, relying on ChatGPT and Nvidia’s powerful computing power, caught the former tech giant Google off guard. The market narrative at the time was simple and crude—Google was too slow and had too much baggage, and seemed destined to become the next Yahoo or Kodak in this new era of generative AI.

Nvidia on Tai's Life

【Deep Analysis】Gemini 3 Counterattack (Part 2): From Digital Brain to Physical AI (PAI) — The Jedi Counterattack of OpenAI and Nvidia

Prologue: Breaking Out of the “Brain in a Vat” Dilemma

【Deep Analysis】Gemini 3 Counterattack (Part 1): The Proxy War Between Google and Nvidia

Prologue: When Silicon Valley’s “Cold War” Turns into a “Hot War”