Google is facing a months-long delay in releasing Gemini 3.5 Pro, a move that is hardening concerns among investors and Google researchers that the company is falling behind Anthropic and OpenAI in AI coding capability—an area increasingly seen as the defining frontier of advanced AI competition.
What happened
Google has delayed the release of Gemini 3.5 Pro for months, according to the body. This slowdown is feeding investor and internal researcher concern that Google is falling behind Anthropic and OpenAI in frontier AI — specifically in the ability to write software code.
Why it matters
The coding capability has become the central competitive arena in advanced AI. Google's delay suggests it may not be keeping pace with rivals on one of the most commercially important and strategically watched dimensions of AI performance.
What to watch
The body does not provide a specific release date, availability details, or concrete next steps for Gemini 3.5 Pro's launch.
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The article frames Google's delay of Gemini 3.5 Pro as a symptom of a deeper competitive problem. According to the body, the contest over AI software-writing ability has emerged as the central measure of frontier AI leadership. Google's extended timeline to ship this model suggests internal struggles or resource constraints at a moment when speed and capability in coding tasks matter most for market positioning. The fact that both investors and Google's own researchers are expressing this concern suggests the worry is not merely external speculation but a recognition within the company itself that it may be losing ground in a race its competitors appear to be winning.
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