JOURNAL ARTICLE

How the OpenAI vs Google battle looks through the lens of Michael Porter's '5 Forces' analysis.

  • Published In: Fortune.com, 2025. P. N.PAG 1 of 3

  • Database: Business Source Ultimate 2 of 3

  • Authored By: Colvin, Geoff 3 of 3

Abstract

The article focuses on the competitive landscape between OpenAI and Google, particularly in light of Google's recent release of its Gemini 3 AI model. It applies Michael Porter's Five Forces framework to analyze the industry dynamics affecting these companies. The analysis reveals that the threat of new entrants is weak due to high barriers, while the bargaining power of suppliers is strong, particularly for chip manufacturers. The bargaining power of buyers is moderate to strong, and the threat of substitutes is medium but increasing. Lastly, rivalry among existing firms is strong, with OpenAI currently holding a fragile lead over Google. [Extracted from the article]

Additional Information

  • Source:Fortune.com. 2025/12, pN.PAG
  • Document Type:Article
  • Subject Area:Biography
  • Publication Date:2025
  • Accession Number:190434965
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