Google's Gemini Closes on ChatGPT, Driven by Ecosystem & Massive AI Spend

• Google's Gemini is emerging as a strong competitor to OpenAI's ChatGPT, driven by Alphabet's distribution and infrastructure investment.
• Gemini's market share reached 14% by December 2025, with monthly active users surging to 450-650 million due to deep integration across Google's ecosystem.
• Technological advancements in Gemini 3 and cost efficiency from using Google's TPUs make its APIs 60-65% cheaper than comparable OpenAI models.
• Alphabet plans up to $93 billion in AI capital expenditure for 2025, focusing on AI data centers and custom silicon, causing concern at OpenAI.

Why It Matters: Google's Gemini is rapidly gaining on ChatGPT, intensifying the global AI race.