A growing group of artificial intelligence companies (AI) will benefit from an antitrust failure issued on Tuesday that ordered Google de Alphabet to share their valuable search data with competition.
However, matching Google’s weight will require time and a lot of resources, without guarantees that no rival product gets the same number of users, according to experts.
Although Google got rid of the devastating result of having to sell its popular Chrome browser and its Android operating system, the judgment of the American district judge Amit Mehta was a recognition of the efforts of the regulators for matching the conditions for companies that have invested billions of dollars to boost their AI business.
“Genai’s appearance changed the course of this case,” Mehta wrote in his ruling.
He said that dozens of millions of people use generative chatbots such as Chatgpt, Perplexity and Claude to collect information they were looking for on the Internet. While these chatbots are not close to replacing the traditional search, the industry expects developers to continue adding functions to Genai products so that they work more similar to Google, he said.
The requirement to share data does not alter the current media of Google, which allows you to continue paying companies such as Apple to make your search engine the default option. However, it reduces barriers for competitors to develop and distribute their own alternatives to Google search, according to experts.
Some claim that these products of AI represent a major threat to Google than the antimonopoly case. However, its development will require time and resources, which will give Alphabet investors some short -term confidence.
Read more: What Apple and Samsung wanted Google’s search case
A large capital investment would be needed to compete with Google
The current range of search engines and browsers with AI did not significantly affect Google market share. While Chatgpt, the popular chatbot with Openai, beat Gemini, the supply of the technological giant, in terms of users, Google sought to counteract this effect through functions such as the general views of AI and the AI mode to keep users in their search engine.
“Competitors have a hard time trusting the union and the indices offered by Google to create an attractive user experience,” said Deepak Mathivanan, an analyst at Cantor Fitzgerald. “And consumers would also take more time to adopt these new experiences.”
Indexation is the way Google discovers, analyzes and stores web pages in its vast database to obtain relevant search results, while expanding the scope of a website by republication of content.
Even with access to Google data, it would be “extremely expensive” for rivals to develop the type of product that could move Google users, said Ben Bajain, executive director of the Creative Strategies technology consultant.
However, several AI startups with a solid capitalization have already invested significant amounts of risk to achieve precisely that.
Openai offers a search product within Chatgpt and Reuters reported in July that he is about to launch a web browser to compete with Chrome. The perplexity startup, backed by NVIDIA, has already launched its own IA -based search and navigation services, and is now negotiating the pre -installation of its browser on the devices of some telephone manufacturers.
The executive director of Alphabet, Like Pichai, expressed concern during the trial in April, since the data exchange measures requested by the US Department of Justice could allow Google rivals to apply reverse engineering to their technology.
When obtaining information about the leading intellectual property of the Google market, technological giants with large resources could try to enter the searches market again.
Microsoft could redouble their efforts to improve the Bing market share, and Apple, considered behind in AI after not fulfilling the promised improvements for key products such as Siri, could try to enter the searches market, says Mathivanan.
Judge Mehta said in order that allowing Google to continue paying other companies to promote their search engine “is more acceptable now” because “established technology companies are generating, and emerging companies are receiving, hundreds of billions of dollars in capital to develop products (of generative) that represent a threat to the primacy of the traditional search on the Internet.”
With Reuters information
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