This setback comes at an unfavorable time for Google as its cloud sales growth has slowed, while competitor Microsoft's has increased. Microsoft's success is partly due to its sales of OpenAI's technology to its customers.
Key takeaways:
- Google's effort to compete with OpenAI's ChatGPT through its own conversational AI, Gemini, is proving more difficult than anticipated.
- Google had initially promised some cloud customers and business partners access to Gemini by November 2023, but has now delayed this to the first quarter of the following year.
- This delay is particularly detrimental for Google as its cloud sales growth has been slowing down.
- Meanwhile, Microsoft, a major competitor, has been experiencing accelerated growth in part due to selling OpenAI’s technology to its customers.