AI winner predictions


Apple wins personal intelligence AI (agents), consumer devices (glasses, pendant) + private localised AI
anthropic wins coding AI and agent orchestration
openai wins generalised LLMs
google wins science AI (medical, healthcare), search-ad ranking AI + custom infra (TPUs)
xAI wins social media AI, investing AI (ai that trades for you) and companion mode AI
meta wins social ad-ranking AI (they’re already printing $100Ms on this)
Nvidia wins generalised GPUs
Intel wins hardware orchestration (CPUs)
Micron wins memory manufacturing (HBM) in U.S.
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