The Gemini Crossover: Google Leads OpenAI for First Time in AI Capability Index

The Google Gemini crossover happened in late 2025. Gemini 3’s November launch pushed Google above OpenAI for the first time in the AI capability index. The gap is narrow now—roughly 4 points—but the symbolic significance is substantial.

From Laggard to Leader

Google went from laggard to leader in under two years. After ChatGPT’s November 2022 launch left Google scrambling, the search giant staged a methodical comeback.

The timeline:

• November 2022: ChatGPT launches, Google caught off-guard
• February 2023: Bard launches with errors, stock drops 8%
• Late 2024: Gemini closes the gap
• November 2025: Gemini 3 takes the lead

What Changed

Google’s advantages—decades of AI research, custom TPU chips, billions in self-funded R&D, and distribution to billions of users—are now paying off. The company that invented transformers fell behind on chatbots, then leapfrogged ahead.

The Structural Advantage

Google’s full-stack ownership is the structural moat:

• Research (DeepMind, Google Brain)
• Infrastructure (Custom TPUs)
• Products (Search, Android, Chrome)
• Distribution (Billions of users)

This integration proved more durable than OpenAI’s first-mover advantage.

Code Red at OpenAI

Gemini 3’s capability triggered a “Code Red” inside OpenAI. The competitive dynamic has shifted—Google is now the company to catch.

Source: AI Index Analysis