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Google brings enhanced AI capabilities to search engine with Gemini 3

Ana Mary Joseph
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Google brings enhanced AI capabilities to search engine with Gemini 3
  • Paying subscribers to Google’s premium AI plan will gain immediate access to Gemini 3’s advanced search features, enabling complex, computer-generated responses to nuanced queries.
  • Gemini app has also been redesigned to present answers in immersive, web-like formats, offering richer visual and interactive elements.

Alphabet Inc.’s Google launched Gemini 3, the latest iteration of its artificial intelligence model, marking a significant upgrade that will immediately power high-revenue products such as its flagship search engine.

The move underscores Google’s bid to consolidate its leadership in the fiercely competitive AI race and capitalise on commercialisation trends that have gripped Wall Street this year.

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Gemini 3 arrives just 11 months after its predecessor, consolidating Google’s reputation for rapid AI development. At a press briefing, executives noted the model’s top-ranking positions on several industry benchmarks.

Still, in the current market, performance metrics are increasingly overshadowed by the ability to embed AI directly into applications that generate substantial new revenue streams.

Gemini Agent

CEO Sundar Pichai described Gemini 3 as “our most intelligent model,” noting in a company blog post that the release represented the first time Google’s search engine had deployed a new AI model on launch day. Previously, integration of advanced AI into Google’s most popular services had lagged behind new releases.

Koray Kavukcuoglu, Google’s chief AI architect, highlighted the accelerated rollout, saying, “Gemini has set quite a new pace…getting it to people faster than ever before.” Unlike earlier AI launches, Gemini 3 now directly underpins consumer and enterprise products designed to drive growth.

Key updates include the debut of “Gemini Agent,” capable of handling multi-step tasks such as managing emails or booking travel. This feature advances Google’s vision of a universal assistant, internally referred to as AlphaAssist.

Notably, paying subscribers to Google’s premium AI plan will gain immediate access to Gemini 3’s advanced search features, enabling complex, computer-generated responses to nuanced queries.

The Gemini app has also been redesigned to present answers in immersive, web-like formats, offering richer visual and interactive elements.

For example, users can now request a “Van Gogh gallery with life context for each piece,” prompting Gemini to generate an interactive gallery interface—a development that may compound challenges for online publishers dependent on web traffic for ad revenue.

Analysts note AI model advancements from industry leaders like Google, OpenAI, and Anthropic have become harder to differentiate, gaining the spotlight mainly when issues arise. Nevertheless, Alphabet’s share price has benefited this year from the financial success of AI-powered offerings, particularly within its cloud computing division.

Microsoft and Nvidia forge multi-billion dollar alliance with Anthropic

Naushad K. Cherrayil
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Microsoft and Nvidia forge multi-billion dollar alliance with Anthropic
  • Anthropic will use Azure infrastructure and Microsoft will use their models to expand go-to-market initiatives together.
  • Anthropic and Nvidia will collaborate on specialised AI chips and models.

Microsoft and Nvidia announced a substantial new investment collaboration with Anthropic, the AI start-up behind Claude, as part of a deal that will see Anthropic commit a landmark $30 billion to Microsoft’s Azure cloud services.

The partnership deepens ties among some of the most influential players in artificial intelligence, reflecting the industry’s skyrocketing demand for computing power and strategic alliances.

According to company statements, Nvidia is set to invest up to $10 billion in Anthropic, while Microsoft’s contribution could total as much as $5 billion. While specific terms remain under wraps, sources indicate these commitments are tied to Anthropic’s upcoming funding round.

“This partnership signals a pivotal shift in the AI ecosystem,” Microsoft CEO Satya Nadella stated in a video address.

“We’re increasingly going to be customers of each other—Anthropic will use our infrastructure, and we will use their models as we expand go-to-market initiatives together.” Nadella emphasised Microsoft’s ongoing commitment to OpenAI, referring to it as a “critical partner.”

A formidable contender

The announcement comes on the heels of sweeping changes at OpenAI and a significant $38 billion cloud services agreement between the ChatGPT maker and Amazon.com, as AI market leaders seek enhanced operational autonomy and scale. OpenAI recently disclosed plans to invest $1.4 trillion into expanding its compute capabilities, aiming for 30 gigawatts in infrastructure.

With its latest moves, Anthropic—founded in 2021 by former OpenAI employees and now valued at $183 billion—continues to position itself as a formidable contender.

The company anticipates its revenue run rate could soar to $28 billion—next year, with over 300,000 business clients already on board.

As part of the multi-faceted deal, Anthropic and Nvidia will collaborate on specialised AI chips and models. Anthropic has agreed to utilise up to 1 gigawatt of Nvidia’s high-performance hardware, a capacity valued in the range of $20–$25 billion according to industry experts.

Notably, the deal will allow Microsoft’s Azure AI Foundry clients access to Claude, Anthropic’s impressive AI model, making it the only “frontier” AI model available across the world’s three largest cloud platforms. Despite these moves, Amazon will remain Anthropic’s primary cloud provider and training partner.

Will the AI bubble burst?

Many industry predict that the AI bubble is likely to burst and at last week’s Cerebral Valley Summit in San Francisco, more than 300 AI founders and investors named Perplexity as the billion-dollar startup most likely to fail, with industry heavyweight OpenAI coming in a close second.

Perhaps most notable at the Summit was the shifting investor sentiment toward Anthropic, which attendees named the top pick for future investment over OpenAI.

Despite a consensus that OpenAI will likely lead next year’s global LMArena leaderboard for advanced AI models, Anthropic’s growth has stolen the spotlight.

Moreover, OpenAI’s conversion challenges remain acute: 95 per cent of ChatGPT’s 800 million users use the service for free. Unlike Anthropic, which aims to break even by 2028, OpenAI is not expected to do so until the decade’s end.

In an interview with the BBC published on Tuesday, Pichai described the ongoing AI investment wave as an “extraordinary moment” but acknowledged “elements of irrationality” reminiscent of the 1990s tech bubble. “I think no company is going to be immune, including us,” Pichai said, when pressed on how Google might weather an industry downturn.

Analysts have increasingly debated whether current AI valuations are sustainable, and Pichai’s comments add momentum to a growing chorus warning of “irrational exuberance” in the sector.

Honeywell, GAL ink three-year deal to streamline UAE military aviation support

TCN Bureau
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Honeywell, GAL ink three-year deal to streamline UAE military aviation support
  • GAL will oversee the entire repair pipeline on behalf of UAE military customers, from selecting optimal Honeywell repair facilities to managing shipping and maintaining end-to-end repair visibility.

Honeywell Aerospace Technologies has signed a three-year strategic agreement with Global Aerospace Logistics (GAL) to enhance repair and overhaul services for the United Arab Emirates’ Joint Aviation Command (JAC) and Air Force and Air Defence (AFAD).

Under the terms of the agreement, GAL will assume comprehensive logistics responsibilities, streamlining support for Honeywell’s T55 turboshaft engines and environmental control systems. This collaboration aims to deliver substantial improvements in component shipping efficiency and turnaround times for UAE military operators.

“Through our collaboration with Global Aerospace Logistics, we’re eliminating long wait times and bringing a faster, more efficient repair model to the region,” said Mike Vallillo, vice president, Defence & Space International at Honeywell Aerospace Technologies.

“Honeywell is proud to support our global military customers with innovative solutions that keep critical operations running efficiently.”

GAL will oversee the entire repair pipeline on behalf of UAE military customers, from selecting optimal Honeywell repair facilities to managing shipping and maintaining end-to-end repair visibility. The new logistics model is expected to reduce downtime and bolster mission readiness for the nation’s military fleet. Honeywell’s established parts and repair services will continue, now enhanced by this streamlined regional support.

“By leveraging GAL’s extensive end-to-end logistics expertise to manage the entire repair pipeline, we are providing faster turnaround times and unprecedented visibility for critical platform support,” said Abdelrahman AlHammadi, Acting CEO of GAL.

“This agreement will further ensure that the UAE military benefits from the most efficient and reliable localised sustainment models in the region.”

No company is “immune” if AI bubble bursts amid soaring valuations

Mohammed Fahad
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No company is “immune” if AI bubble bursts amid soaring valuations
  • Warns that Alphabet’s net-zero environmental targets would face delays as Google scales up its computing resources to sustain AI growth.

Alphabet Chief Executive Sundar Pichai cautioned that no company—including Google—would be “immune” if the artificial intelligence (AI) investment boom collapses, as market exuberance pushes sector valuations to dizzying heights and stirs fears of a potential bubble.

In an interview with the BBC published on Tuesday, Pichai described the ongoing AI investment wave as an “extraordinary moment” but acknowledged “elements of irrationality” reminiscent of the 1990s tech bubble. “I think no company is going to be immune, including us,” Pichai said, when pressed on how Google might weather an industry downturn.

Analysts have increasingly debated whether current AI valuations are sustainable, and Pichai’s comments add momentum to a growing chorus warning of “irrational exuberance” in the sector.

Global ambitions

Alphabet shares have soared approximately 46 per cent year-to-date, reflecting investor confidence in Google’s ability to remain competitive alongside leaders like OpenAI—the maker of ChatGPT. Meanwhile, US market concerns over lofty valuations are beginning to ripple across broader indices, and British policymakers have also warned of emerging bubble risks.

In September, Alphabet announced a commitment of £5 billion over two years for UK AI infrastructure and research, including a new data centre and continued investment in DeepMind, its London-based artificial intelligence lab.

Pichai said Google will begin training AI models within the UK, a move welcomed by Prime Minister Keir Starmer as bolstering Britain’s ambition to become the world’s third AI “superpower,” trailing only the US and China.

Pichai also flagged the “immense” energy requirements tied to AI model training, warning that Alphabet’s net-zero environmental targets would face delays as Google scales up its computing resources to sustain AI growth.

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PhysicsWallah soars 45% on trading debut, valued at $5.1b

Ana Mary Joseph
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PhysicsWallah soars 45% on trading debut, valued at $5.1b

Shares of PhysicsWallah soared as much as 45 per cent in their trading debut on Tuesday, valuing the Indian edtech company at $5.1 billion and highlighting robust investor enthusiasm for fresh growth in the sector.

PhysicsWallah’s shares opened at Rs145 on the National Stock Exchange of India, jumping 33 per cent above the IPO issue price of Rs109 and climbing to Rs158.38 as of 10:02 a.m. IST, a surge of 45 per cent. The market debut exceeded analyst expectations, even as broader Indian markets edged lower in anticipation of key US economic data.

PhysicsWallah is the first major edtech company to go public following a turbulent period for the industry. Competitor Byju’s—once valued at $22 billion—has entered insolvency proceedings, while other leading players such as Unacademy have been forced to grapple with layoffs and financial pressures.

Physicswallah CEO Alakh Pandey says that the listing is significant milestone in company’s journey. However, the bigger battle is to bring more and more talented students across India in the learning ambit and make education a true universal feature.

Its key competitors include Byju’s, Unacademy, Vedantu, and Gradeup. 

PhysicsWallah’s initial public offering targeted a valuation of $3.19 billion with a $393 million IPO, but institutional demand drove total bids to $414 million. The successful listing aligns the company with other recent high-profile debuts including online brokerage Groww and payment firm Pine Labs, reflecting renewed investor interest in India’s technology sector.

India’s IPO market is poised for a record fundraising year in 2025, with over 300 companies raising approximately $16.55 billion by early November. PhysicsWallah’s strong listing further underscores India’s position as a hub for high-growth tech startups seeking capital on public markets.

AI insiders predict Perplexity and OpenAI are “most likely to fail”

Naushad K. Cherrayil
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AI insiders predict Perplexity and OpenAI are “most likely to fail”
  • Investor sentiment shifts as legal scrutiny and financial headwinds challenge top AI startups.
  • Anthropic now holds a 32% share—outpacing OpenAI’s 25%, according to Menlo Ventures.

At last week’s Cerebral Valley Summit in San Francisco, more than 300 AI founders and investors named Perplexity as the billion-dollar startup most likely to fail, with industry heavyweight OpenAI coming in a close second.

The results, gathered via an anonymous survey by independent journalist Alex Heath, mark a striking change in Silicon Valley’s view of artificial intelligence powerhouses.

Perplexity, long touted for its meteoric valuation—skyrocketing from $14 billion to nearly $50 billion in recent months—has become a focal point for industry scepticism. Analysts warn of a dot-com-era-style frenzy, and the company faces mounting legal turmoil.

Amazon sued Perplexity in November to block its Comet browser from making purchases on users’ behalf, while Reddit and several major Japanese newspapers—including Yomiuri Shimbun, Asahi Shimbun, and Nikkei—have filed copyright infringement claims. The BBC is also considering legal action over alleged unauthorised scraping.

Industry observers have criticised Perplexity’s web-scraping tactics, with Cloudflare’s CEO comparing its behaviour to North Korean hackers. Reports indicate the company routinely ignores website protocols designed to limit scraping activities.

When asked about the Summit’s survey results, Perplexity’s Jesse Dwyer dismissed them as the product of a “judgmental valley conference.”

Investor momentum shifts toward Anthropic

Perhaps most notable at the Summit was the shifting investor sentiment toward Anthropic, which attendees named the top pick for future investment over OpenAI. Despite a consensus that OpenAI will likely lead next year’s global LMArena leaderboard for advanced AI models, Anthropic’s growth has stolen the spotlight.

Anthropic’s revenue vaulted from $87 million at the start of 2024 to more than $5 billion by August 2025. The firm completed a $13 billion Series F round in September, bringing its valuation to $183 billion.

Within the crowded enterprise AI market, Anthropic now holds a 32 per cent share—outpacing OpenAI’s 25 per cent, according to Menlo Ventures. Its developer toolkit, Claude Code, launched in May and already generates over $500 million in annualised revenue, with business clients growing from fewer than 1,000 two years ago to over 300,000 today.

Financial woes shadow OpenAI

OpenAI’s second-place finish in the “most likely to fail” poll surprised some, given its market dominance. The pessimism, however, may be rooted in financial concerns. While OpenAI expects to generate $13 billion in revenue this year, projected losses could reach $9 billion.

Internal forecasts suggest operating losses may balloon to $74 billion by 2028, with the company’s gargantuan infrastructure spend projected to top $1 trillion over the next decade.

Moreover, OpenAI’s conversion challenges remain acute: 95 per cent of ChatGPT’s 800 million users use the service for free. Unlike Anthropic, which aims to break even by 2028, OpenAI is not expected to do so until the decade’s end.

Other rising startups flagged in the Summit’s “failure poll” included Cursor, Figure, Harvey, Mercor, Mistral, and Thinking Machines. Yet optimism endures among AI bulls: Participants predicted Nvidia could reach a $6 trillion market capitalisation by the end of 2026.

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