Google is very different from Intel on these fronts at least: 1. Google's open framework TensorFlow is exploding in popularity effectively moving the common interface up from CUDA. 2. Google has a huge need for internal AI/DeepLearning 3. Google has cloud and AI/DeepLearning as a service business 4. Google doesn't sells hardware

However, Intel dominance is not to be underestimated, they definitely can make industry wide impact quickly. Just saying you can not easily draw parallels here