Alphabet and Microsoft Both Rode the AI Boom — Only One Got Rewarded
Alphabet’s cloud doubled and Microsoft’s Azure hit $33.2B in the same quarter, yet only Microsoft’s stock rose. Here’s what the earnings split means for AI’s real bill.
Alphabet’s cloud doubled and Microsoft’s Azure hit $33.2B in the same quarter, yet only Microsoft’s stock rose. Here’s what the earnings split means for AI’s real bill.