AI BriefingGoogle's AI Comeback Led by Pichai
Key point
Pichai's AI-first strategy drove Google's comeback, spearheaded by Gemini and DeepMind.
Details
In 2016, Pichai declared Google an AI-first company and pushed long-term investment into TPUs, Cloud, YouTube, Photos, and Waymo. He merged Google DeepMind, led by Nobel Prize-winning CEO Demis Hassabis, with Google Brain to unite research and product under one axis.
After ChatGPT, Gemini was rapidly embedded into Search, Android, Chrome, and Cloud. Early chatbots were mocked for hallucinations, but Gemini now accounts for 25% of global AI traffic, up sharply from 6% a year ago, according to Similarweb estimates.
Google's AI has expanded across the following product lineup:
- Google Search
- Nano Banana
- NotebookLM
- Google Translate
- YouTube
- Waymo
- Google Cloud
Along the way, Google surpassed a $4 trillion market cap this January, becoming the fourth company in history to do so, and recently announced a contract to provide AI models for classified work to the Pentagon. The focus of criticism has now shifted from whether Google fell behind to how Google's power, backed by massive data and infrastructure, affects society.
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