Elon Musk’s Greatest AI Worry Isn’t Google—It’s China – Alphabet (NASDAQ:GOOGL)

Elon Musk could also be racing Google within the AI colosseum, however his actual anxiousness is pointed east. The billionaire, whose startup xAI is churning out jaw-dropping milestones at breakneck velocity, posted on X that “corporations in China would be the hardest opponents” due to their sheer dominance in electrical energy era and {hardware} constructing.

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That is a telling admission from somebody who believes his personal enterprise will “considerably exceed Google.” In Musk’s worldview, this is not only a two-horse race with Alphabet Inc GOOGL GOOG—IT‘s a three-way standoff the place velocity, wealth, and energy determine who guidelines the AI age.

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xAI’s Warp-Velocity Buildout

The velocity at which Musk’s xAI is scaling borders on science fiction. Its Colossus information middle in Memphis went from blueprint to totally operational in 122 days, housing 100,000 Nvidia Corp NVDA H100 GPUs. Then, in lower than 100 days, IT doubled its capability to 200,000 GPUs.

Nvidia CEO Jensen Huang himself known as IT “superhuman stuff,” a nod to Musk’s status for bending timelines. And with the launch of Grok 4—billed because the world’s strongest AI system—xAI is making a case that velocity, not measurement, might be the decisive edge on this new AI arms race. As one consumer on X gushed: “xAI is the velocity drive the world has by no means seen.”

Google’s Empire Meets China’s Energy

On paper, Google stays the heavyweight. Analysts peg Alphabet’s AI empire at a staggering $2.5 trillion throughout its search enterprise, DeepMind, Cloud, YouTube, and extra. That is a battle chest few can rival, and plenty of argue IT makes Google probably the most underrated AI winner at this time.

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But Musk is not dropping sleep over valuations—he is nervous about China’s fundamentals. The world’s second-largest financial system has each the electrical energy capability and {hardware} know-how to leapfrog U.S. gamers if the race drags into an energy-intensive grind. Musk even hinted at fixing America’s energy grid, prompting one X commenter to quip he is now “speedrunning civilization.”

Ultimately, Musk’s xAI could also be sprinting, and Google could also be banking on empire, however IT‘s China’s brute vitality and manufacturing muscle that might determine the end line.

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