Microsoft's AI Strength Fuels Cloud Growth, Outpacing Google

Microsoft's cloud business growth outpaced Google's, showing the strength of Microsoft's AI offerings.

Microsoft provided concrete metrics on adoption of its AI products like Azure OpenAI Service and Copilot.

Google's cloud revenue fell short of expectations despite investments in AI.

Google didn't provide hard numbers on AI adoption like Microsoft.

For now Microsoft is dominating in the cloud, but the AI boom is still young so things could change.