AI boom! Nvidia and Microsoft will thrive and will rise higher and higher in next few years. Microsoft, because, they are the one funding OpenAI. And Nvidia, because, they are the one who provides chips for training these AI models not only to OpenAI, but also all the other companies in the world who does AI stuff.
Market cap of Google and Apple will lower and lower. Google layoffs and recent controversial around Gemini image generation has badly hurt their reputation. Employees are asking Sunder Pichai to resign. Due to continuous layoffs, all employees are now working in fear and depression thinking which team will be next, and that fear has a bad impact on working culture.
Apple devices has become normal devices without any new inventions. Apple is not planning to do any AI related enhancement yet. But if they do, they have to do it well. Otherwise they will become another normal company.