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.
OpenAI’s frontier models, including GPT-6 Astra and Codex, are coming to Google Cloud. What the deal means for enterprises, developers, and the AI cloud race.
Google will give up to 200 European researchers access to AlphaFold 3, WeatherNext, AlphaGenome, AlphaEvolve, and AlphaEarth Foundations, plus M in cloud credits, under the EU’s RAISE program.