布鲁盖尔研究所-云计算与生成人工智能的竞争关系（英）-2023.12-18页.pdfVIP

3

2THECOMPETITIVE

0

2

R

E

B

MRELATIONSHIPBETWEEN

E

C

E

D

1

1CLOUDCOMPUTINGAND

|

3

2

0

2GENERATIVEAI

/

9

1

E

UCHRISTOPHECARUGATI

S

S

I

|

RCloudcomputingprovidersandgenerativearticialintelligence(GenAI)providersnurture

Eaclose,interdependentrelationship:GenAIprovidersneedcloudproviderstotrain,run

P

AanddeploytheirGenAIsolutions,whilecloudprovidersseeGenAIprovidersasabusiness

P

Gdrivertogrowtheirmarketsharesincloudandrelatedmarkets,suchasproductivity

N

Isoftwareorsearchengines.hecloud/GenAIrelationshiptakesvariousforms,including

K

Rexclusiveandstrategicpartnerships,especiallybetweenlargecloudprovidersandGenAI

O

Wprovidersacrossallpartsofthecloudmarket,includinginfrastructure,platformsand

software.

Competitionbeneitsandrisksarelikelytoresultfromtherelationships.Competition

beneitsarisefromincreasedcompetitionandinnovationinthecloudandGenAIsectors.

Risksrelatetopotentialconcentrationsarisingfromthepartnershipsbetweencloudand

GenAIproviders,andfromanticompetitivepractices,includingdiscriminationinthe

supplyofITequipmentbydominantITproviders,interoperabilityobstaclestoswitching,

useofbusiness-userdata,self-preferencingofcloudservicesoverthirdparties,tyingand

purebundling.

Mergercontrolandantitrustlawscanaddresssomeofthecompetitionrisks,