[Stock Market] Google’s AI Power Play: Meta Eyes Chips as Salesforce CEO Hails Gemini

Salesforce CEO Marc Benioff publicly praised Google’s new Gemini 3 AI model, saying it has leapfrogged ChatGPT. He emphasized this shift as significant since he had relied on ChatGPT daily for years. His reaction (“Holy s**t”) highlights the surprise and weight of his endorsement. Benioff’s opinion carries influence because he is a prominent and outspoken tech leader. He has described AI as the most important technology of his lifetime, so his endorsement signals a major shift in enterprise attention toward Gemini.

Google and Meta are currently in discussions regarding a multi-billion-dollar deal involving Google's AI chips. This deal could significantly reshape the competitive landscape in the AI chip market, with Meta considering both renting and purchasing Google's Tensor Processing Units (TPUs) starting in 2027. The agreement aims to enhance Meta's AI infrastructure and could potentially allow Google to capture a substantial portion of Nvidia's revenue, which is currently a major player in the market. 

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Google In Talks To Offer Its AI Chips To Meta; Nvidia, AMD Fall

Salesforce CEO sends surprising message on Google's Gemini model