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Google Gemini co-lead Noam Shazeer to join IPO-bound OpenAI

Google pushed the general availability of Gemini 3.5 Pro from June to July 2026. This delay follows the departure of Gemini co-lead Noam Shazeer to OpenAI. Alphabet lost approximately $225B in market value due to these exits.

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What changed

New reports link the Gemini 3.5 Pro delay and a $225B Alphabet valuation drop to Shazeer's departure.

Live updates

  1. Google delays Gemini 3.5 Pro as Noam Shazeer moves to OpenAI

    Google pushed the general availability of Gemini 3.5 Pro from June to July 2026. This delay follows the departure of Gemini co-lead Noam Shazeer to OpenAI. Alphabet lost approximately $225B in market value due to these exits.

    What's confirmed:

    • Noam Shazeer is leaving Google to join OpenAI.
    • Google delayed the general availability of Gemini 3.5 Pro from June to July 2026.
    • Google paid $2.7B to bring Shazeer back from Character.AI.

    Still unconfirmed:

    • Alphabet lost approximately $225B in market value following the exits of Shazeer and John Jumper.
    • Google cited quality refinements after early enterprise testing as the reason for the Gemini 3.5 Pro delay.
    • Shazeer left Google in 2021 because the company refused to launch a chatbot he developed with Daniel De Freitas.
    confidence 90%

  2. OpenAI Recruits Former Google Gemini Co-Lead Noam Shazeer

    OpenAI has hired Noam Shazeer and Dean Ball as the company prepares for a potential public stock market debut. Shazeer previously co-led Gemini at Google and founded Character AI. Alphabet stock dropped 7% to $342 following these talent exits.

    What's confirmed:

    • Noam Shazeer and Dean Ball have joined OpenAI.
    • Shazeer previously co-led Gemini at Google and founded Character AI.
    • OpenAI is preparing for an initial public offering.
    • Alphabet stock fell 7% to $342.

    Still unconfirmed:

    • OpenAI's IPO may occur in 2026.
    • Nobel laureate John Jumper left Google DeepMind for Anthropic.
    • The talent exodus wiped $270B from Alphabet's market cap.
    confidence 90%

  3. Google Gemini Co-Lead Noam Shazeer Joins OpenAI

    Noam Shazeer is leaving his position as Google vice president of engineering to join OpenAI. This move occurs as OpenAI prepares for an initial public offering. Other high-profile AI researchers have also shifted between top firms recently.

    What's confirmed:

    • Noam Shazeer is leaving Google to join OpenAI.
    • Shazeer served as a vice president of engineering and co-lead of Gemini AI models at Google.
    • OpenAI is preparing for an initial public offering.
    • Recent AI talent shifts have involved Google, Anthropic, and OpenAI.
    confidence 100%

  4. Google DeepMind loses key talent to OpenAI and Anthropic

    Noam Shazeer has left his role as Google vice president of engineering to join OpenAI. In a separate move, Nobel Prize winner John Jumper is leaving Google DeepMind for Anthropic. Both shifts occur as OpenAI prepares for an initial public offering.

    What's confirmed:

    • Noam Shazeer is leaving his position as vice president of engineering at Google to join OpenAI.
    • John Jumper is leaving Google DeepMind to join Anthropic.

    Still unconfirmed:

    • John Jumper's move is the biggest AI hire of 2026.
    confidence 100%

  5. Google Gemini Co-Lead Noam Shazeer Joins OpenAI

    Noam Shazeer is leaving his position as vice president of engineering at Google. He will join OpenAI as the company prepares for an initial public offering. Shazeer previously co-led the development of the Gemini AI models.

    What's confirmed:

    • Noam Shazeer is a vice president of engineering at Google.
    • Shazeer co-led the development of Google Gemini AI models.
    • Shazeer announced on Wednesday that he is leaving Google to join OpenAI.
    • OpenAI is the maker of ChatGPT and is preparing for an initial public offering.

    Still unconfirmed:

    • Shazeer is credited as a key figure in Gemini's ability to close the gap on ChatGPT.
    • Google appointed Shazeer to co-lead Gemini development in 2024.
    confidence 90%

  6. Google Gemini Co-Lead Noam Shazeer Joins OpenAI

    Noam Shazeer is leaving his role as vice president of engineering at Google to join OpenAI. The move occurs as OpenAI prepares for an initial public offering. Shazeer previously co-led the development of Google's Gemini AI models.

    What's confirmed:

    • Noam Shazeer is leaving his position as vice president of engineering and Gemini co-lead at Google to join OpenAI.
    • OpenAI is preparing for an initial public offering.
    • Shazeer's departure occurs as AI firms compete for talent to develop advanced models.

    Still unconfirmed:

    • Google paid $2.7 billion to bring Shazeer and a team of researchers back to the company.
    • Shazeer is credited as a key figure in Gemini's ability to close the gap on ChatGPT.
    confidence 95%

  7. Google Gemini Co-Lead Noam Shazeer Joins OpenAI

    Noam Shazeer, a vice president of engineering and co-leader of Google's Gemini AI models, announced Wednesday he is leaving to join OpenAI. Shazeer is a co-author of the 2017 transformer research paper and previously co-founded Character.AI. His move follows a return to Google two years ago.

    What's confirmed:

    • Noam Shazeer is a vice president of engineering and co-lead of Google's Gemini AI models.
    • Shazeer announced on Wednesday he is leaving Google to join OpenAI.
    • Shazeer is a co-author of the 2017 transformer research paper.
    • Shazeer previously co-founded Character.AI.
    • Google spent $2.7 billion to bring Shazeer back from Character.AI.

    Still unconfirmed:

    • OpenAI has made a confidential IPO filing.
    • Shazeer's exit could reshape pricing for ChatGPT, Gemini, and Copilot users within a year.
    confidence 95%