Alphabet(GOOGL) 智通财经·2024-02-27 01:21Core Viewpoint - Google Cloud has intensified its criticism of Microsoft's cloud computing business, alleging that Microsoft is seeking to establish a monopoly that could hinder the development of emerging technologies like generative AI [1] Group 1: Competition and Market Dynamics - Microsoft and Amazon's market influence in cloud computing is under scrutiny from regulatory bodies in the UK, EU, and the US, with Google Cloud lagging significantly behind in market size [1] - Google Cloud's VP Amit Zavery expressed concerns that Microsoft is attempting to replicate its past monopoly in local software within the cloud computing space, creating a "walled garden" controlled entirely by Microsoft [1] - Microsoft has reported slight growth in 2023, alongside Google, in a market dominated by AWS, which continues to hold a significant lead [1] Group 2: Regulatory Concerns - Zavery urged antitrust regulators to take action to prevent Microsoft from establishing a monopoly in cloud computing, emphasizing the need for guidance and potential regulatory measures [1] - The industry organization CISPE is currently negotiating with Microsoft to address EU antitrust complaints regarding its cloud licensing practices [1] Group 3: Responses and Criticisms - Microsoft has refuted Google's claims, asserting that competition among major cloud providers remains healthy, as evidenced by independent data [1] - Microsoft President Brad Smith indirectly criticized Google, suggesting that only one company has vertically integrated all aspects of AI from chips to mobile app stores [1] - Microsoft has stated that it has engaged constructively with independent cloud providers to address their concerns and has made changes to its licensing terms, benefiting over 100 cloud providers globally [1]