Vertical Integration
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【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” 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.
