Microsoft CEO Satya Nadella made a significant 'BIG AI disclosure' regarding the competitive landscape in artificial intelligence (AI), highlighting Google's ($GOOGL) strong positioning in the sector, especially in generative artificial intelligence. According to Nadella, while many might have expected Google to be the default leader in AI due to its extensive data and AI-optimized hardware, Microsoft still sees value in forming alliances to bolster its own AI capabilities. This strategy includes a notable partnership with ChatGPT-maker OpenAI, as Microsoft aims to compete more effectively with Google. The rivalry between the two tech giants is further underscored by Microsoft's communication to EU antitrust regulators, where it pointed out Google's competitive edge in generative AI.