Elon Musk has projected that his artificial intelligence company xAI will deploy the equivalent of 50 million Nvidia H100 GPUs within the next five years, with potential growth reaching into the billions over a longer horizon. Musk envisions xAI surpassing all AI companies except Google in the near term, before eventually overtaking Google as well. He identified Chinese firms as the primary competitors due to their access to greater electricity resources and strong hardware manufacturing capabilities. Musk emphasized the critical role of compute power and energy availability in accelerating AI development, highlighting xAI's rapid scaling efforts to meet these demands.