Alphabet May Have Just Gotten Its Biggest Competitor Yet. And It's Not OpenAI or Anthropic.

Key Points Alphabet's moat extends beyond Germini. SpaceX is going big into AI. The real AI battle goes beyond AI models. 10 stocks we like better than Alphabet › For years, investors could easily identify Alphabet's (NASDAQ: GOOGL) biggest artificial intelligence (AI) competitors. OpenAI had ChatGPT. Anthropic had Claude. Microsoft had Copilot. Nvidia supplied the chips powering the industry. But the AI race is changing. Alphabet may now have a far more ambitious competitor: SpaceX . Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout.