A rising group of artificial intelligence companies stand to gain from an antitrust ruling on Tuesday that ordered Alphabet's (GOOGL.O) Google to share its invaluable search data with competitors.

U.S. District Judge Amit P. Mehta essentially turned down the government’s request to break up Google or force the company to end the payments it makes to Apple.

"The emergence of GenAI changed the course of this case," Judge Mehta wrote in his ruling, noting how swiftly money has flowed into the emerging technology.