Elon Musk said on Wednesday that Google (NASDAQ:GOOG) currently has the strongest chance of dominating the artificial intelligence sector, pointing to the company’s vast computing resources.
Musk also noted that major AI players, including his own xAI, are expected to “continue to prosper” for the foreseeable future.
“Outside of real-world AI, Google has the biggest compute (and data) advantage for now, so currently has the highest probability of being the leader,” Musk wrote in a post on X, adding that the situation could shift in a few years.
His remarks arrive amid intensifying rivalry among leading U.S. AI developers, all competing to outdo each other’s models, expand their data center capacity, and attract more users.
xAI recently rolled out Grok 4, the latest version of its main AI model, shortly after OpenAI released its GPT-5 model in August. Both companies have made these advanced AI systems available to the public for free.
Google, meanwhile, is reportedly preparing further updates to its Gemini AI chatbot. According to AI research firm Artificial Analysis, GPT-5’s top variant is considered the most capable AI model, followed closely by Grok 4. Gemini and its variations, however, are praised for output speed and cost efficiency per token.
On Wednesday, Google announced plans to invest an additional $9 billion in AI infrastructure in Oklahoma over the next two years. The tech giant, along with Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), and Amazon (NASDAQ:AMZN), is part of Wall Street’s so-called “AI Hyperscalers,” a group of companies pouring hundreds of billions of dollars into expanding data center capacity.
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