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On AI, It’s Microsoft 1, Google 0
The Information www.theinformation.com
In AI, Microsoft is outdoing its biggest rival, Google. That’s the big takeaway from the two tech giants’ September-quarter results, released Tuesday. Growth at Microsoft’s Azure cloud unit—and the company generally—accelerated in the quarter, which executives credited to higher-than-expected consumption of AI-related services. Yet in the same quarter, growth at Azure’s smaller rival Google Cloud slowed by nearly 6 percentage points. The most likely conclusion is that Google Cloud isn’t yet benefiting much from the rollout of various AI-powered services. …
azure azure cloud big cloud consumption executives google growth microsoft september services tech tuesday