AWS’ RTB Fabric marks a new front in the battle between Amazon and Google

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Google and Facebook may be collectively referred to as “the duopoly” in recognition of their status as the two most prominent companies in terms of ad spend, with Alphabet firmly on top and Meta a close second.

It’s been that way for years, albeit precise numbers are hard to come by. Still, astute market observers (as most Digiday readers are) will be aware that there’s a third (fast-rising) player in the mix: Amazon, with its accouterment of services and data. 

On Thursday, it tipped its hand for what is arguably its secret weapon in this Madison Avenue dogfight: Amazon Web Services. The launch of RTB Fabric — a real-time bidding service designed for ad buyers and sellers — represents a calculated push to assert its presence in the ad tech ecosystem by leveraging its dominance in the crucial field of cloud computing. Never mind what happened even earlier in the week.  

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Cloudflare CEO Matthew Prince on why Google must ‘play by the same rules’ as other AI companies

Cloudflare CEO Matthew Prince flew from to London last week and met with the U.K.’s regulator, Competition Markets Authority (CMA) — the one that just gave Google “Strategic Market Status.” That means the regulator can investigate beyond search and ads to cover Google features like AI Overviews, AI Mode, Discover, Top Stories, and the News tab.

Prince’s goal: to prove why Google must completely separate its AI and search crawlers — now a major point of friction for publishers. Google technically separates its search crawler (Googlebot) and its AI crawler (Google-Extended), but in practice, they overlap. Even if a publisher blocks Google-Extended, their content can still show up in AI Overviews, because those are tied to Google Search. 

In response to the CMA’s move, Google has stated that heavy-handed measures could slow AI-era product launches, raise business costs, and undermine a service it claims added £118 billion ($157 billion) to the U.K. economy in 2023.

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