AI Arms Race Between Microsoft/OpenAI and Google: Strategies, Impacts and the Next Move


As ChatGPT-like AI applications continue to blossom across industries, tech giants such as Google and Microsoft, are gearing up for intensifying competition. “All-in AI” has become a key strategy for many.

This research report provides an in-depth comparative analysis into the on-going AI arms race among the global tech powerhouses, primarily focusing on Microsoft/OpenAI and Google, while also touching upon Meta and Apple.

Our findings suggest that while both Google and Microsoft are heavily invested in enhancing LLM capabilities into new products, their strategies diverge significantly. Microsoft, in partnership with OpenAI, has poured substantial resources into ChatGPT, a model which leverages the GPT-4 architecture. Google, on the other hand, is vigorously advancing its experimental LLM, Bard. Despite being late compared to Microsoft/OpenAI, Google has firm grasp of AI technology and robust ecosystem, making it a competitive player who’s rapidly catching up.

Each of these major players' unique approaches and the technology they are developing, signal key trends in how AI, specifically LLMs, could revolutionize various industry sectors, societies, and our daily lives. Therefore, studying and understanding them is crucial for predicting future AI trends and their implications for our business world.

Table of Contents:

  • Key Takeaways
  • Introduction
  • Microsoft, OpenAI, Google AI Product Development Battle Timeline
  • Microsoft/OpenAI vs Google: An In-depth Comparative Analysis in Vertical Domains
  • Meta’s Generative AI Play
  • What About Apple?
  • Conclusion

Number of Pages: 15

Published Date: July 2023



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