Google is closing the gap with OpenAI.
TPU adoption, Gemini gains, and surging downloads are pulling capital flows into the Google ecosystem.
Since the start of Q4 2025, Google-linked equities have massively outperformed OpenAI-linked names, as shown below.
The question now: do these lines converge again, or does Google’s outperformance persist?
Source: 22V Research
Key Report Insights:
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Google TPU Surge: External TPU sales intensify pressure on NVDA GPUs
OpenAI Code Red: Altman orders quality overhaul as Gemini closes gap
Intel Sovereign Bid: $8.9B U.S. stake resets foundry as TSMC hedge
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