Google's Gemini 3 Shines, But AI Landscape 'White Hot' Says Andrew Ng at Davos

• AI pioneer Andrew Ng notes Google's strong moment with its powerful Gemini 3 model at WEF 2026 in Davos.
• Ng, who led the Google Brain team, highlights the entire AI landscape as 'white hot,' creating opportunities for companies like Anthropic and OpenAI.
• Google has made a significant comeback in the AI race with frontier models, products like NotebookLM and Google Beam, and features such as Nano Banana image generation.
• Google briefly surpassed Apple and Microsoft in market cap, crossing the $4 trillion mark earlier this month.
• Ng identifies Google's Gemini and OpenAI's ChatGPT as market leaders in horizontal information discovery, with ample room for vertical market innovation.

Why It Matters: Google's Gemini 3 is a strong AI contender, but the overall AI market is intensely competitive and innovative.