Microsoft a 'clear winner' of AI arms race given ChatGPT superiority

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Microsoft a 'clear winner' of AI arms race given ChatGPT superiority - analysts

Stock Markets Mar 16, 2023 10:03AM ET

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Microsoft a 'clear winner' of AI arms race given ChatGPT superiority - analysts

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By Senad Karaahmetovic

Macquarie analysts reflected on the release of ChatGPT 4.0, which was unveiled on Tuesday by Microsoft-backed OpenAI.

The latest version of the AI chatbot reportedly offers vast improvements. Microsoft (NASDAQ:MSFT) also announced that its Bing search engine has been running on an early version of ChatGPT 4.0 for several weeks.

“We view GPT-4 as the current industry standard to beat and, while generative AI is in a hype cycle, it is nevertheless quite real… We think GPT-4 sets the new standard for AI that other players like Google and Baidu will need to pace,” analysts said in a client note.

The analysts believe Microsoft is emerging as a “clear winner” in the AI arms race given “its improvements to Bing, the size of the search market ($187bn) and Google's current dominance of 60% of global online ad spending and up to 90-95% of market share in most developed nations.”

Shares of China-based internet search giant Baidu (NASDAQ:BIDU) opened lower today after the company finally presented its ChatGPT-like chatbot, which generated mostly subdued reactions.

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Comments (1)

Stephen Hooton Mar 17, 2023 7:17AM ET

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Baidu opened lower? Then jumped 10 percent. 😏

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