Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating
Summary
Alphabet and Microsoft crushed Q1 estimates on the same day, with Google Cloud up 63% and Microsoft's AI business hitting a $37 billion run rate.
Description
Alphabet and Microsoft crushed Q1 estimates on the same day, with Google Cloud up 63% and Microsoft's AI business hitting a $37 billion run rate.
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