Google’s Gemini 3 puts pressure on OpenAI

OpenAI internally acknowledged that the launch of Google’s Gemini 3 Pro may create challenges for the company.

According to The Information, Sam Altman told employees that the company’s revenue growth may slow to 5–10%, after years of consistently hitting triple-digit increases.

Altman admitted that Google has done an excellent job, particularly in pre-training, and that OpenAI now finds itself having to catch up and make strategic trade-offs that could temporarily reduce its momentum. He emphasized that the team must stay focused on building superintelligent systems, describing the current environment as more reminiscent of wartime conditions.

Inside the company, the message triggered a mix of reactions ranging from understanding to anxiety. Hiring slowdowns are being discussed. At the same time, OpenAI is working on a new model codenamed “Shallotpeat,” which is intended to address issues identified in early training runs.

The broader market is adding pressure. Microsoft is delaying some Azure AI integrations due to capacity shortages, and many enterprise AI projects remain stuck in pilot phases. Infrastructure spending on data centers has already approached 400 billion dollars, yet returns on these investments are growing far more slowly.