Microsoft and Alphabet Race to Lead in AI, But Strategies and Execution Diverge
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Microsoft has aligned with OpenAI and ChatGPT, enabling use of their AI across Azure, GitHub, Office, Bing. Already seeing impact, like 6% boost to Azure growth.
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Alphabet seeking to challenge with products like Bard and Gemini, but rollouts have been criticized as sloppy or inaccurate.
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Microsoft diversified across enterprise software, gaming, cloud, social, more opportunities to leverage AI. Alphabet more search/advertising reliant.
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Microsoft aggressive in AI with early OpenAI investment in 2019. Alphabet more hesitant to release new products.
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Alphabet committed to moonshots and pushing boundaries of innovation long-term. But Microsoft stock expensive, while Alphabet reasonable valuation.