Dossier
Microsoft AI business
Coverage of Microsoft AI business in the Nexus archive.
- Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating
Alphabet and Microsoft significantly outperformed Q1 earnings expectations, with Google Cloud revenue rising 63% and Microsoft's AI business reaching a $37 billion annualized run rate. The results highlight strong momentum in the AI sector while OpenAI faces competitive pressure.