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Amazon and Microsoft: Convergence and the Emerging AI Technology Trajectory

In: The Digital Innovation Race

Author

Listed:
  • Cecilia Rikap

    (City, University of London
    CONICET)

  • Bengt-Åke Lundvall

    (Aalborg University)

Abstract

In Chapter 4 , we analysed artificial intelligence (AI) as a technological innovation system (TIS) dominated by the tech giants. This chapter gives insights into the emergence and dynamics of this system. We explore the technological convergence between two tech giants with quite distinct origins using lexical analyses of these companies’ patents and scientific publications. We find that both Amazon and Microsoft have zoomed in their research and development (R&D) efforts on deep learning and neural networks as well as functional AI applications. We also find evidence of increasing centrality of harvesting, storing and processing data. R&D on cloud computing infrastructure is another area where both companies overlap. Given their dominant role in the AI TIS and the importance of economic factors in the selection of the cluster of technologies that constitute technological paradigms, we argue that these companies’ priorities are indicative of the prevailing directions within AI technological trajectories.

Suggested Citation

  • Cecilia Rikap & Bengt-Åke Lundvall, 2021. "Amazon and Microsoft: Convergence and the Emerging AI Technology Trajectory," Springer Books, in: The Digital Innovation Race, chapter 0, pages 91-119, Springer.
    • Handle: RePEc:spr:sprchp:978-3-030-89443-6_5
    DOI: 10.1007/978-3-030-89443-6_5
    as

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