November 25, 2025
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6:12Now PlayingDean Ball, a former senior adviser at the White House Office of Science and Technology, said Google is emerging as a major player in the race to build and sell advanced chips to power artificial intelligence and that likely will spur development.
Since the launch of ChatGPT three years ago, analysts and technologists — even a Google engineer and the company’s former chief executive — have declared Google behind in the high-stakes race to develop artificial intelligence.
Not anymore.
The internet giant has released new AI software and struck deals, such as a chip tie-up with Anthropic PBC, that have reassured investors the company won’t easily lose to ChatGPT creator OpenAI and other rivals. Google’s newest multi-purpose model, Gemini 3, won immediate praise for its capabilities in reasoning and coding, as well as niche tasks that have tripped up AI chatbots. Google’s cloud business, once an also-ran, is growing steadily, thanks in part to the global rush to develop AI services and demand for compute.
And there are signs of rising demand for Google’s specialized AI chips, one of the few viable alternatives to Nvidia Corp.’s dominant gear. A report on Monday that Meta Platforms Inc. is in talks to use Google’s chips sent shares of its parent Alphabet Inc. soaring. The stock has added nearly $1 trillion in market capitalization since mid-October, helped by Warren Buffett taking a $4.9 billion stake during the third quarter and broader Wall Street enthusiasm for its AI efforts.
President Donald Trump signed an executive order Monday establishing the “Genesis Mission,” a federal effort to boost innovation using artificial intelligence — the latest step by the administration to promote AI technology and its adoption.
The effort aims to better coordinate research done by agencies across the government and more effectively integrate AI tools to achieve more scientific breakthroughs, according to Michael Kratsios, the director of the White House Office of Science and Technology Policy, who spoke to reporters on the order ahead of Trump’s signature.
The mission will harness the computing resources of the Department of Energy’s national labs to tap federal datasets and enable more experiments utilizing AI, Kratsios added, predicting the effort would help shorten the timelines for scientific discoveries.
Partnerships with private-sector companies, including Nvidia Corp., Dell Technologies Inc., HPE and Advanced Micro Devices Inc., will boost supercomputing resources at the labs, according to a senior administration official, who spoke on condition of anonymity to provide details on the order. The official cited recent announcements from those companies as a model for potential new ones.
Officials on Monday said the push would accelerate scientific discoveries in materials engineering, health sciences and energy. And they sought to cast the innovation gains as critical to helping bolster production and lower prices, another key priority for the administration as it seeks to address voter concerns about living costs.
“With the power of AI, America is on the brink of a scientific revolution,” Kratsios said Monday.
Energy Costs
The massive computing resources needed for AI’s development and use, though, rely on energy-hungry data centers, which has spurred worries that the adoption of the technology will only increase strains on the US electric grid.
Energy Secretary Chris Wright on Monday said the Genesis initiative would help counter rising energy costs, saying one of its “ultimate goals” in the energy space is to “bring more energy on, make our electricity grid more efficient and reverse price rises that have infuriated American citizens.”“We’re going to stop the rise of price of energy. First, it’ll plateau, and ultimately will push downward pressure on the prices of electricity,” Wright said.
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