Alphabet(US:GOOGL) 智通财经网·2025-05-07 00:10Core Viewpoint - Google is prioritizing its own AI service, Gemini, over third-party AI companies by restricting access to key search result data, despite previous openness to some AI firms [1][2]. Group 1: Google's AI Strategy - Google has confirmed that it retains critical functionalities for its AI service, Gemini, while allowing limited access to its search results for other AI companies [1]. - The company has launched a "traceability" service within its Vertex AI platform, enabling AI models to utilize Google search results to enhance response accuracy [1]. - Google has invested approximately $3 billion in AI startup Anthropic, which has sought additional access to Google search data for its Claude model [2]. Group 2: Legal and Regulatory Context - The U.S. Department of Justice (DOJ) has proposed that Google share extensive data used to build search results, aiming to foster competition in the AI sector [2][3]. - A federal judge previously ruled that Google illegally monopolized the online search market, and hearings are ongoing to determine necessary corrective actions [2]. - Google's search head, Liz Reed, criticized the DOJ's data-sharing proposal as overly broad and a potential privacy violation, estimating it could require reallocating up to 2,000 engineers to compliance tasks [3]. Group 3: Competitive Landscape - Meta's CEO Mark Zuckerberg has indicated that Meta's AI models utilize Google services for information traceability, highlighting Google's competitive position in the AI space [3]. - OpenAI attempted to negotiate access to Google's search index but was denied, illustrating the competitive barriers in the industry [3].