View from the Chief Analyst: CMA & the perceived power of GAMMAN

On 11th April, the Competition and Markets Authority (CMA) published a paper updating on its work reviewing the impact of AI Foundational Models on competition and consumer protection.

It has only been six months since it had published its previous paper. Yet, such is the nature of the market, that in that time, a range of developments have altered the shape of the Foundational Model ecosystem. And the CMA is worried that the GAMMAN companies – namely Google, Amazon, Microsoft, Meta, Apple, and Nvidia - have both the increasing ability and the incentive to shape the market in their own interests.

In this latest ‘View from the Chief Analyst’, Georgina O’Toole, considers whether the CMA is justified in its view of the GAMMAN companies and the potential for their behaviours to negatively impact competition in the Foundation Models market. She also looks at what evidence there is of damaging behaviour to date. And finally, she considers whether, if the CMA decides to pursue enforcement action against the GAMMAN contingent, it really has the teeth to enact change.

In answering these questions, Georgina also obtains fascinating insight – in ‘A Conversation With…’ - from TechMarketView’s Principal Analyst, Simon Baxter, during which she explores a range of topics including; fears of hyperscaler dominance, market consolidation of AI foundation models, and the competition amongst suppliers across the AI ecosystem.

TechMarketView subscribers can read this View from the Chief Analyst in UKHotViewsExtra now. If you are not yet a subscriber - or are unsure whether your organisation has a corporate subscription, please contact Deb Seth to find out more. 

Posted by HotViews Editor at '18:15'