Having your own hardware to run LLMs will pay dividends. Despite getting off on the wrong foot, I still believe Google is best positioned to run away with the AI lead, solely because they are not beholden to Nvidia and not stuck with a 3rd party cloud provider. They are the only AI team that is top to bottom in-house.
I've used gemini for it's large context window before. It's a great model. But specifically in this benchmark it has always scored very low. So I wonder what has changed.