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.
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Microsoft Maia 300: What the New Custom AI Chip Means for Copilot and Azure
Microsoft unveiled the Maia 300, its third-generation custom AI chip. Production starts in 2027 — here’s what it means for Copilot, Azure costs, and Nvidia.
