Proxy War
【Deep Analysis】Gemini 3 …
Prologue: Two Philosophies on Silicon Chips
In the previous two analyses, we moved from the “price war of business models” to the “new battlefield of Physical AI”. Now, we want to uncover the most underlying logic of this proxy war—this is not just a competition between …
【Deep Analysis】Gemini 3 …
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 …
【Deep Analysis】Gemini 3 …
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 …