Microsoft (MS) and Google, that are in a synthetic intelligence (AI) search war, fought a confrontation within the performance announcement. When Microsoft opened the door, saying, “A ‘generational shift in search’ is happening through chatbots, Google seems to reply, saying, “It’s just one in all many changes.”

In keeping with foreign media including Bloomberg on the twenty sixth (local time), Microsoft and Google emphasized AI side by side in a conference call announcing their third quarter results. Nevertheless, they expressed strong confidence toward one another.

To begin with, MS emphasized that the search market is changing dramatically with the arrival of ‘Chat GPT’.

Microsoft CEO Satya Nadella claimed, “The brand new ‘Bing’ with ChatGPT has quadrupled installs since its launch in February,” adding, “It increased its search share with none marketing.”

Similar Web evaluation results, an Web traffic evaluation company, also showed that the number of tourists to ‘Bing’ increased by 15.8% in February and March, while the number of tourists to Google decreased by nearly 1%. As well as, Data AI announced the outcomes of a statistical survey showing that the variety of downloads of the ‘Bing’ app increased by 8 times worldwide and the variety of downloads of the Google app decreased by 2%.

Nadella called this process a “generational shift in search.” It was also hoped that this trend would proceed.

In response, Google CEO Sundar Pichai emphasized that the highest spot has not modified despite quite a few challenges, saying, “We’ve got undergone countless changes within the search field for a very long time, but we all know that billions of individuals trust Google.”

He also showed strong confidence, saying, “There may be news that Samsung Electronics tried to vary the default search engine for smartphones to MS, but users will select Google in the long run because they need Google.”

Nevertheless, Samsung Electronics’ move is generally known as a possibility for Google to take a pointy turn and pursue Microsoft’s footsteps within the position that integrating chatbots into search is just not appropriate.

Regarding the 2 firms’ statements, Bloomberg sided with Microsoft. Within the Latest York Stock Exchange, Microsoft’s share price soared 7.24% from yesterday to $295.37, but Google turned to a downward trend.

Meanwhile, each firms’ performance last quarter exceeded the stock market’s forecast.

Google’s total revenue was $69.8 billion (about 93.29 trillion won), up 2.6% from the identical period last 12 months. That is due to the proven fact that the cloud computing division, which had been within the red, recorded an operating profit of 1910 billion won (roughly 250 billion won) for the primary time since 2020 and returned to the black.

Microsoft also recorded sales of $52.9 billion (about 71 trillion won), up 7% from the identical period last 12 months. Microsoft also led the performance with a 27% increase in sales within the cloud computing division.

Jeong Byeong-il, member jbi@aitimes.com