Alphabet unit Google GOOGL-Q has a competitive edge in generative artificial intelligence thanks to data-rich and AI-optimized chips, Microsoft MSFT-Q has told EU antitrust regulators, and the two It highlighted the competition between the tech giants.
Microsoft’s comments are in response to a consultation launched by the European Commission in January on the level of competition in generative AI.
The growing popularity of generative AI, which can generate human-like responses to written prompts, such as Microsoft-backed OpenAI’s ChatGPT and Google’s chatbot Gemini, has raised concerns about misinformation and fake news. It is.
“Currently, only one company, Google, is vertically integrated in a way that provides strength and independence in every layer of AI, from chips to a thriving mobile app store. Everyone else has the power to innovate and compete. “We must rely on partnerships for this purpose,” Microsoft said in its report to the committee.
The company says that Google’s own AI semiconductors will give it a competitive advantage in the coming years, while vast amounts of proprietary data from Google’s search index and YouTube will enable it to train its large-scale language model, Gemini. He said it would be.
“YouTube offers an unparalleled array of video content. It hosts an estimated 14 billion videos. Google has access to that content. But other AI developers don’t. No,” Microsoft said.
He said that voice assistants that utilize AI, such as Google’s Google Assistant and Apple’s Siri, offer advantages for both companies.
“Both companies are well-positioned to evolve and leverage their respective existing voice assistants to take leadership positions in generative AI. New entrants and competitors to Google and Apple will not enjoy the same benefits. Microsoft said.
Google hit back at Microsoft.
A Google spokesperson said: “The European Commission’s investigation shows that Google Cloud is not offering openness, has a long history of locking in customers, and that companies that have adopted similar approaches to their AI services.” I hope it will shed some light.”
Microsoft, whose more than $10 billion investment in OpenAI is now in the crosshairs of EU antitrust regulators, also sought to fend off regulatory concerns about such partnerships between Big Tech and startups.
“All of these startups relied on various forms of investment and partnerships that enabled them to enter and expand in this space,” the paper said.
He pointed to Anthropic, whose investors include Google and Amazon AMZN-Q, France’s Mistral, in which Microsoft has invested 15 billion euros, and Canada’s Cohere, whose investors include Salesforce and Nvidia.
“Encouraging pro-competitive partnerships in the AI field is an effective way to prevent companies from vertically integrating, which could create anti-competitive advantages,” Microsoft said.
