Google last year had a “Kodak moment” when it came to artificial intelligence, giving rival Microsoft an edge with the technology, one strategist told CNBC on Wednesday.
Cyrus Mewawalla, head of thematic intelligence at GlobalData, called AI the big theme of 2023 and said that “Microsoft has stolen a lead on Google” with its investment in OpenAI — the company behind ChatGPT.
“Microsoft is currently winning this race in AI,” Mewawalla told CNBC’s “Squawk Box Europe.”
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