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Gemini Updates and OpenAI's AI-First Device Ambitions: The 2025 AI Race

💡 Key takeaways

A translation of the Thai article's overview of Gemini announcements at Google I/O 2025, OpenAI's AI-first device ambitions, Project Stargate, and the risk of overhyping AI. Product details reflect the article's original time frame.

This English page translates the Thai article published on 5 January 2026. It covers Google I/O 2025 announcements and expectations discussed at that time; product availability may have changed.

The AI industry is heating up. Competition between technology companies such as Google and OpenAI is intensifying. At Google I/O 2025, Google announced a major Gemini update and presented its effort to regain ground in AI, while OpenAI discussed its ambitions for the AI-first device era. This article reviews the Gemini updates, the next generation of AI devices, and possible directions for AI.

Google I/O 2025: Gemini updates

Google I/O 2025 featured a major set of Gemini announcements, reflecting Google's effort to compete in a fast-moving AI market.

Google Meet live translation

One feature highlighted in the article is live translation in Google Meet. It is intended to reduce language barriers in meetings and international communication: participants can choose the language they want to hear, and the system translates automatically.

Agentic Mode

Agentic Mode is described as connecting Gemini with apps across Google's ecosystem so it can take on more tasks, such as drafting email, arranging meetings, and managing information automatically. The article presents this as a way to improve work efficiency and save time.

“Vi 3” video generation

The Thai source calls this technology “Vi 3” and describes text-to-video generation that can create high-quality, realistic videos. It presents the tool as a way for people to make videos more easily and quickly.

Deep Research

The article says Gemini's Deep Research capability was being developed to analyze large amounts of information and present results in accessible formats, such as charts and infographics, helping users reach detailed information more efficiently.

The article describes Google AI Search as a feature that helps people search more intelligently and quickly by summarizing information, answering questions, and presenting related material.

OpenAI and a new generation of AI devices

While Google was developing Gemini, OpenAI was also positioning itself for an AI-first device era, which the article describes as a major shift in technology.

Collaboration: Sam Altman and Johnny Ive

The article describes collaboration between OpenAI CEO Sam Altman and designer Johnny Ive as a signal that OpenAI was focusing on AI devices that combine capability with considered design.

AI-native devices

An AI-native device is designed specifically for using AI. The article describes these devices as being able to process AI tasks quickly and efficiently, making AI services easier to access.

AI-first devices: the next big wave?

The article presents AI-first devices as a potential new wave that could change how people work, communicate, and manage everyday life.

Project Stargate and AI factories

The article describes Project Stargate as a large OpenAI initiative aimed at building an AI factory—a large, advanced facility for developing and producing AI—with the goal of supporting faster, more efficient development.

What an AI factory would involve

The article envisions an AI factory as a hub built from hardware, software, and skilled people, intended to develop capable AI systems that serve a range of user needs.

AI's potential

AI could affect many fields, including healthcare, education, and transportation. The article points to possible uses in addressing complex problems, improving efficiency, and creating new opportunities.

Could Google be making a comeback?

Google's major Gemini announcements at Google I/O 2025 led some people to see the company as trying to regain ground in AI.

B2B sales

The article says Google was placing greater emphasis on business-to-business sales by offering AI solutions to organizations to improve efficiency and reduce costs.

The advantage of an ecosystem

Google's broad ecosystem of products and services may help it offer AI solutions that work across multiple parts of users' lives and organizations.

Knowledge base

The article points to Google's large knowledge base as an advantage in developing AI systems that can access and learn from a broad range of information.

AI reasoning

The article describes Google as working to make AI reasoning more complex and capable so systems can better understand and respond to what users need.

E-commerce

Google was also described as exploring AI for e-commerce, with possible uses in increasing sales, improving the shopping experience, and making business operations more efficient.

Google's strategy

The article summarizes Google's strategy as developing capable AI, integrating it into products and services, and offering solutions for a range of user needs.

Could OpenAI be the next Steve Jobs?

The article says the partnership between Sam Altman and Johnny Ive led some observers to expect an AI device that could reshape technology, as the iPhone did under Steve Jobs.

AI-first devices: the next big wave?

AI-first devices could change everyday life and play a role in work and communication.

An app store

The article speculates that OpenAI might launch an app store for AI devices, giving users an easy way to access AI applications.

Productivity tools

AI devices could serve as productivity tools by helping people work faster, reduce mistakes, and save time.

Enterprise return on investment

The article suggests AI devices could improve an organization's return on investment by lowering costs, improving efficiency, and creating new opportunities.

AI winter and the risk of overhype

Although AI has the potential to change many areas, the article warns that exaggerated expectations could contribute to an “AI winter,” a period when development slows.

What is an AI winter?

An AI winter refers to a period when investment in AI falls, development slows, and expectations decline.

Humanoid robots

Humanoid robots are an area of interest, but the article describes the technology as being at an early stage of development.

AI factories

The article presents AI factories as large-scale initiatives intended to help OpenAI develop and produce AI more quickly and efficiently.

Competition in AI continues to intensify, and Google and OpenAI have different strengths and weaknesses. AI development is ongoing; how the field will evolve remains to be seen.

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Kanngongkanngoen Editorial Team

We create clear educational content about personal finance, investing, and debt management, with an emphasis on accuracy and transparency.