Alphabet and Microsoft Bet Big on AI to Fuel Growth, Alphabet Seen as Higher Upside Play
• Both Microsoft and Alphabet are investing heavily in AI and seeing strong growth
• Alphabet rolled out AI features in Gmail, YouTube, and Google Search to maintain large user base
• Microsoft introduced Bing AI, Copilot, and AI features in Office to attract customers and generate recurring subscription revenue
• Alphabet launched Google Bard conversational search and powerful new AI models Gemini and PaLM
• Alphabet offers more growth potential at a cheaper valuation compared to Microsoft