Forget Mac versus PC, or iPhone versus Android — the next great battle is between Google and Amazon
sundarpichai
sundarpichai

(Google CEO Sundar Pichai.Justin Sullivan/Getty Images)

  • On Wednesday, Google is expected to announce a smorgasbord of new hardware that will have its Google Assistant technology built in.

  • Amazon last week launched a slew of new products that incorporate its rival Alexa agent.

  • The battle between Assistant and Alexa is part of a wider war between Google and Amazon.

Every new era of computing has had its hallmark rivalry.

IBM versus Digital. Apple versus IBM. Mac versus Windows. iPhone versus Android.

Now a new wave of computing is upon us. And for my money, this generation's big fight will be between Google and Amazon.

Google looks set to fire the next round of volleys Wednesday with a blitz of hardware announcements. We're expecting to hear about new Pixel smartphones, a tiny version of the Google Home smart speaker, and a new Chromebook laptop.

The new products are likely to have a common thread: Google Assistant, the search giant's voice-based artificial intelligence technology.

Google's original Pixel phones, which it launched last year, were the first to have Assistant baked in, much like Apple's Siri. The Home smart speaker, which Google also released a year ago, is built around Assistant; talking to the device is the primary way to interact with it.

Not only are the new products likely to stick with Assistant, but it looks as if Google's low-cost Chromebook laptops will soon get the technology too.

Google's impending announcements can be thought of as an answer to Amazon, whose Alexa is the pioneering smart voice assistant behind its popular Echo smart speakers. Last week, Amazon unveiled a barrage of Alexa-powered hardware, including three new Echo smart speakers, a pair of accessories, and a new Fire TV-streaming box.

The Amazon barrage

The voice-assistant battle, which is playing out through the new hardware, is just one front in a wider war between Amazon and Google.

The companies already compete directly in cloud computing. Amazon has refused to carry Google's Chromecast streaming sticks. It has developed its own version of Android for its tablets and Fire TV devices that doesn't link to Google's Play app store. And Google is trying to displace Amazon as the starting point for online shopping.

But Alexa versus Assistant is perhaps the companies' most visible battle and possibly the most consequential.

For Amazon, Alexa has basically unlimited upside. If Alexa and its Echo smart speakers don't catch on with a mainstream audience, Amazon can pull the cord and go back to being an enormously successful retailer. But if they do become hits, they're likely to reinforce Amazon's position as the go-to place to shop, since one of Alexa's key features is making it easy to buy stuff from Amazon.