AI’s Ultimate Cinderella: Dethroning ChatGPT, Out-valuing Apple
Google AI dethrones ChatGPT, tops Apple in value. Three-year comeback blueprint inside.
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This morning, Zhipu made its debut on the Hong Kong Stock Exchange’s Main Board as “the world’s first publicly listed large language model company.” Almost simultaneously, halfway around the globe, Google’s parent company Alphabet saw its stock price rise 2.5% against market trends, with its market capitalization climbing to $3.89 trillion—the first time since 2019 that its market value has surpassed Apple’s.
These two seemingly independent events actually point to the same logic: The industry imagination catalyzed by AI must ultimately translate into realized commercial value. Of particular note is Google’s overtaking of Apple, completing a comeback in the AI race in just three years.
According to multiple foreign media reports, we can break down Google’s AI strategy into three key moves: technology foundation, resource integration, and commercial implementation. These three steps are interconnected, forming a complete strategic loop for Google’s AI initiative.
Three Years to Forge a Sword: Google AI’s Comeback
Google’s real turning point began with a critical internal resource integration. The foundation for this, however, was laid over a decade ago.
In 2011, Google established the Google Brain research division, co-founded by computer scientist Jeff Dean. The neural network technology developed by this division later became the core underlying support for all large language models, laying a solid technical foundation for Google’s AI strategy.
