Wow i can't remember the last time i used Gemini or heard techies talking about Google ai.
My guess is that Google will (finally) release Gemini 3.5 Pro and it will be pretty decent compared to OpenAI and Anthropic and we'll see discussions again about how Google is "back". Wash, rinse, repeat.
Meanwhile Claude, ChatGPT, etc all now run at least partially on TPUs. At the same time, Anthropic, Meta, and others are buying TPU hardware directly for their own data centers.
Did they win with the best frontier model? Not with one they've made, but all the best frontier models do run on TPUs, and Google is making plenty of money along the way.