Google and OpenAI aren't locked in a zero-sum battle—both can thrive in the AI race. What caught market attention recently is which AI-focused tech stock has climbed to a $60 billion AI run rate, sitting just below NVIDIA's dominance. The competitive landscape reveals that multiple players can capture significant value as AI infrastructure and applications mature. For investors tracking the sector, understanding which companies are hitting these operational milestones matters as much as recognizing that AI's expanding market creates room for parallel winners, not just one. $GOOG remains a notable player in this evolving equation.