Google is reclaiming the top spot in an unexpected way.

Computing capacity is becoming the biggest bottleneck for AI companies, but Google has been preparing for this future and is regaining its leading position with a complete ecosystem.

Following the latest earnings reports from leading tech companies, Google's stock rose 10%, while Meta, Microsoft, and Amazon all declined or stalled. If this trend continues, Google could soon become the world's most valuable company, surpassing Nvidia, according to Business Insider.

What sets Google apart is that they've built the most complete AI ecosystem, developed over decades. Google is self-sufficient in powering its massive data centers, operating millions of chips and servers. They also control the global fiber optic network. Google even designs critical components like TPUs.

Google has regained its leading position in the AI ​​race thanks to its enormous computing power.

PHOTO: KHUONG NHA

In recent rankings of AI computing power, Google has taken a spectacular lead. That advantage is becoming decisive. No matter how good an AI model, chatbot, or programming tool is, if it cannot provide fast and reliable service to billions of people, a business will lose its competitive edge.

Industry experts believe that leading AI models will soon achieve comparable performance, with the gap in the field narrowing. At that point, the real competitive advantage will shift from algorithms to execution capabilities.

Google learned this lesson early on. Co-founder Larry Page was obsessed with speed. A 2009 Google study underscored that "speed is critical." The study showed that a 400-millisecond delay in search results resulted in a nearly 0.5% decrease in users and could cause 1% of users to leave the platform. At Google's scale, that translates to billions of dollars.

With AI, each query requires significantly more computing power than a conventional search. This makes speed even more crucial. That's why tech giants are spending trillions of dollars on infrastructure.

Google is spending more than its competitors, and the benefits are clear. Microsoft's cloud computing business is booming, but growth has stalled as they shift their capabilities toward AI tools. In contrast, Google has the computing power for both AI and search. The company's cloud computing revenue surged 68% in the most recent quarter, while search revenue increased 19%. Simultaneously, Google is also increasing its investment in AI projects.

This is why Altman is obsessed with accumulating as much computing power as possible, even if it pushes OpenAI's finances to the brink of bankruptcy. The company that owns ChatGPT has had to cancel many projects due to insufficient computing power. Recently, Anthropic faced a similar situation, and their solution was to buy additional services from Google.

According to Business Insider , if computing is the future, then Google holds that future.

Recent reports indicate that Google is also preparing several powerful upgrades for Gemini AI on the Android platform. The company is reportedly testing the integration of animated effects into the chat experience, marking a step forward in the Gemini UX 2.0 upgrade process.

In addition, the new design also features brighter colors, updated wallpapers for both light and dark modes, and minimalist icons. These adjustments demonstrate Google's efforts to make its AI more responsive and visually appealing.

Source: https://thanhnien.vn/google-dang-lay-lai-ngoi-vuong-theo-cach-khong-ngo-185260505085821686.htm