Alphabet Inc.'s stock fell as much as 9.5% and settled 7.5% lower on Wednesday after its key partner Apple suggested a pivot that threatens Google's dominance on search. Apple is actively looking at integrating an AI-powered search engine into its web browser Safari. Google parent paid $20 billion to Apple in 2022 to be the default search engine on Safari, but search activity on Safari has begun to slip. Google was sued by the Justice Department in 2020 over its co
ntrol of the o
nline search market, and Apple is co
nsidering alternatives such as OpenAI, Anthropic and Perplexity AI. The tech giant may face penalties for its actions to maintain a mo
nopoly on search and related advertising. Analysts estimated Google's annual payment of around $20 billion accounted for roughly 36% of its search advertising revenue generated through Safari.
由于其主要合作伙伴苹果公司暗示了一个可能威胁Google在搜索领域主导地位的转变,导致Google母公司股价创下自去年10月以来的最大单日跌幅,并成为自2004年Google上市以来的第三大单日跌幅。苹果公司正在积极考虑整合一个由AI驱动的搜索引擎到其网络浏览器Safari中。此外,苹果公司还考虑使用OpenAI、Anthropic和Perplexity AI等公司的服务,这些公司拥有像ChatGPT、Claude和Perplexity Assistant等流行的AI工具。苹果公司已开始与Perplexity公司进行谈判,预计AI搜索引擎最终将取代像Google这样的标准搜索引擎。
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