Article by Robert Tatoi, Play Vertical
“ChatGPT killed Google!” That’s what I read on LinkedIn yesterday.
Let’s look at the data that says exactly the opposite. When you talk about the AI race, three things matter: chips, cash, data.
1. Chips
In April, Google launched TPU 8t and 8i, the eighth generation of its in-house AI chips.
Anthropic gets access to up to one million TPUs through Google Cloud, in a deal worth tens of billions of dollars. Meta signed a multi-year, multi-billion dollar dealfor the same chips. OpenAI, which built ChatGPT on Nvidia, has also started using Google’s infrastructure.
Every direct rival is buying capacity from their AI competitor. 1-0 Google.
2. Cash
Google is spending monstrous amounts. For 2026 alone it announced between 175 and 185 billion dollars on data centers, chips and infrastructure.
The difference: Alphabet made 132 billion in net profit last year. They’re investing out of profit.
OpenAI is projected to burn through 115 billion dollars by 2029, with no profitable business behind it and no clear business model. 2-0 Google.
3. Data
In the AI era, where the cost of code is approaching zero, anyone can train a model.
The difference is the data you train it on.
Data isn’t written. It’s collected over time.
Google has been collecting behavioral data for almost 28 years. What people search for. What they click on. What they buy after.
OpenAI is collecting data too, but it physically can’t replicate 28 years of history. That’s not for sale. 3-0 Google.
Who benefits from this narrative?
So, who benefits from telling you AI is killing everything?
The people selling you the next AI tool.
