A new winter is never coming, the last few years have shown the potential of machine learning and its use is only going to increase
E.g. autonomous driving already proved too hard a task for ML for the foreseeable future. Also "hallucination" is a problem with no clear solution in sight.
Gemini felt like the tipping point where the flaws became obvious, which they then started noticing in the others.
Has it? Seems like Waymo is still making good progress. They became generally available in SF recently IIRC.