This is the best summary I could come up with:

Microsoft has told the European Commission’s competition authorities that it only entered into agreements with generative AI developers because it had no other option, unlike archrival Google which can do it all alone.

“Only one company - Google,” said Microsoft, “is vertically integrated in a manner that provides it with strength and independence at every AI layer from chips to a thriving mobile app store.”

Microsoft went on to list the components needed to develop an AI technology stack, including hardware in the form of semiconductors.

Nvidia might be the “undisputed leader,” but Google has been developing Tensor Processing Units (TPUs) for AI workloads for years.

Certainly, lawyers for The New York Times, currently suing Microsoft and OpenAI over data used for training models, would see things slightly differently.

In a statement to The Register, a spokesperson said: “We hope the Commission’s study will shine a light on companies that don’t offer the openness of Google Cloud or have a long history of locking in customers - and who are bringing that same approach to AI services.”

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