Google’s $Alphabet(GOOG)$ recent earnings showcased impressive growth in their cloud services, largely fueled by advancements in artificial intelligence. This segment has become a significant driver for Google's overall revenue. However, when comparing to Microsoft (MSFT), it is essential to note that cloud services constitute a much larger percentage of Microsoft's overall earnings. Furthermore, the collaboration with OpenAI, which operates on Azure, adds an additional layer of strength to Microsoft's cloud offerings. Given this context, I anticipate a robust performance in both revenue and earnings when Microsoft reports their earnings next week.
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- VivianChua·07-27Nice 💚 💚 💚LikeReport